Newsletters

 

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2016

November 2016 Newsletter
Includes: Board Blurb – “The Newest Member of the FPA of SF Board of Directors” by Lauren Grove, CFP®, Yeske Buie
Sponsor Spotlight – “Real Estate: Two Markets Emerge” by Christina Gray, Stonecrest Managers
FPA of California – “Working With You!” by Alice King, JD, CFP®

September 2016 Newsletter
Includes: Sharpen the Saw – “When Advisory Clients Divorce” by Talia Pierluissi, CFP®, CDFA, Stanford Investment Group
Member Minute – “Dr. Dave Yeske, CFP®” by Chris Lakumb, CFA
FPA of California – “Working With You!” by Alice King, JD, CFP®

April 2016 Newsletter
Includes: President’s Podium – “It’s a Bull Market for Financial Advice” by Michael Ma
2016 FPA NorCal Conference – “Get Ready to Roll” by Jennifer Micieli
FPA of California – “2016 Advocacy Day” by Alice King

January 2016 Newsletter
Includes: Board Blurb – “The Practice of Gratitude” by Michael Ma
Sponsor Spotlight – “Marketplace (Peer-to-Peer) Lending: What is it, and Why Do We Care?” by Chris Lakumb
2016 FPA NorCal Conference – “Workshop Session Snapshot” by Jennifer Micieli

2015
November 2015 Newsletter
Includes: Sharpen the Saw – “Help your Clients Learn the Security Two-step” by Lyman Howard
2016 FPA NorCal Conference “Looking Forward to 2016” by Jennifer Micieli
Member Minute – “Q&A With Tanya Steinhofer” by Chris Lakumb

September 2015 Newsletter
Includes: President’s Podium – “The View from the Podium” by Cynthia Flannigan

April 2015 Newsletter
Includes: Board Blurb – “External Relations – Events Where Networking Comes to You!” by Michelle Soto and Annette Brinton
Sponsor Spotlight – “It Matters What You Keep” by Iain Silverthorne

January 2015 Newsletter
Includes: Member Minute – Laurie Nardone by Chris Lakumb
Sharpen the Saw – “Financial Planning for Americans Living Abroad” by Tom Zachystal

2014

January 2014 Newsletter
Includes: President’s Podium – “The Year in Review and The Year Ahead” by Tanya Steinhofer

April 2014 Newsletter
Includes: Member Minute – Chris Remedios by Cynthia Flannigan
Sharpen the Saw – “The Secret of Marketing Resource Allocation” by Kristin C. Harad

September 2014 Newsletter
Includes: “In Case You Missed It” 2014 FPA NorCal Recap by Jennifer Micieli
Board Blurb – FPASF Strategic Planning Offsite by Cynthia Flannigan
Sponsor Spotlight – “Japan’s Rising Opportunity” by A.J. Hennessy, Hennessy Funds

November 2014 Newsletter
Includes: President’s Podium – “Leadership and Our Profession” by Vince Crivello
2015 FPA NorCal Conference Q&A with Leigh Shimamoto by Jennifer Micieli

2013

January 2013 Newsletter
Includes: Board Blurb – by Tanya Steinhofer

September 2013 Newsletter
Includes: Member Minute – Jen Hicks by Cynthia Flannigan
Sharpen the Saw – “The Pareto Principle” by Kevin Cullen

November 2013 Newsletter
Includes: Board Blurb – “Road to Relevance” by Tanya Steinhofer

2012


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