Quarterly Newsletters

2018

April 2018 Includes: PRESIDENT’S PODIUM “A MILLION THANKS” BY JON DAUPHINÉ CEO, FOUNDATION FOR FINANCIAL PLANNING

January 2018 Includes: PRESIDENT’S PODIUM “KEYS TO RUNNING A SUCCESSFUL FAMILY MEETING” BY DAVID ALLEN, CFP® CHAIRMAN, FPA OF THE EAST BAY

2017

April 2017  Includes: PRESIDENT’S PODIUM “THINKING OF SELLING YOUR PRACTICE? YOU MAY WANT TO THINK ‘AND,’ NOT ‘OR!'” BY DAVID ALLEN, CFP®; PRESIDENT, FPA OF THE EAST BAY

January 2017 Includes: PRESIDENT’S PODIUM “THE SCIENCE OF HAPPINESS:
WELL-BEING IN THE WORKPLACE” BY TOM ZACHYSTAL, CFP®, CFA; PRESIDENT, FPA OF SAN FRANCISCO

2016

November 2016 Includes: PRESIDENT’S PODIUM “NEXACT IN fFINANICAL PLANNING: THE MID-CAREER CHANGERS—CONFRONTING CHALLENGES, FINDING SUPPORT”
BY MIRA M. MA, CFP® PRESIDENT, FPA OF SILICON VALLEY

September 2016 Includes: SPONSOR SPOTLIGHT “FIVE WAYS TECHNOLOGY WILL CHANGE THE WAY WE AGE” BY:  TOM MCNEIL CO-PUBLIC RELATIONS DIRECTOR, FPA OF THE EAST BAY

April 2016 Includes: BOARD BLURB “MAKING A DIFFERENCE IN THE COMMUNITY” BY: T.F. BENNETT, CFP®, CLU®, CRPC®. MEMBER MINUTE – MIKE RICINAK, CFP® BY DAVID ALLEN, CFP®

January 2016 Includes: “SHARPEN THE SAW 10 RULES FOR THE RETIREMENT ROAD” SUBMITTED BY GRANT MARTIN, MFS INVESTMENTS