Register now for the 40th Anniversary FPA NorCal Conference.  It will be held at the Palace Hotel in San Francisco, May 29th-30th.  Advance pricing is available through April 30th.  This is a fantastic opportunity to earn CE credits, hear from exciting speakers, and meet other planners from around the region.  Keynote speakers this year are Dr. Laura Tyson, Professor of Global Management at UC Berkeley; Mellody Hobson, President of Ariel Investments; Lupin Rahman, Executive V.P. of PIMCO, Emerging Markets Portfolio Management Team; and Julie Foudy, Two-time Olympic Gold Medalist and Two-time World Cup Soccer Champion. For more information, click here or cut and paste the url below to your web browser. click here.

http://www.fpanorcal.org

By FPA member Jon Ulin, CFP®

By FPA member Kevin Moore, CFP®, AIF®

As is customary this time of year, we begin to reflect on the year that is ending as well as the approaching year. This process can create a desire to “improve” one’s life in the coming year. This can result in diets, a commitment to increase exercise, or new approaches to handling your finances. As with commitments to diets and exercise, new approaches to finances can be fraught with both promise and peril. Here are a few things to consider when thinking of new ways to approach your finances in the New Year.

by Rebecca King

Advisers increasingly rely on technology to enhance their client service, expand the number of clients they can effectively serve and improve productivity. One of the many types of software products available to advisers is document management software, which can help organize and manage files while fulfilling compliance requirements.