OF THE EAST BAY

Financial Planning Association of the East Bay

A Gold Level Chapter of the FPA for the 6th Consecutive Year!

Media Information

The Financial Planning Association of the East Bay is a member-driven organization comprised of

professionals from the financial planning profession, many of whom have received the CERTIFIED

FINANCIAL PLANNER™ (CFP®) designation.  With about 400 members, the FPA East Bay strives

to maintain and promote the ethical practice of the financial planning profession.

If you are interested in using an FPA East Bay professional as a resource of information for your

reporting needs, please contact us. We are ready to help.

Locate A Source - For Media Contacts

If you would like to talk with an FPA East Bay professional, please contact the following:

Financial Planning Association of the East Bay

Adele Ostomel, CFP®, President

Phone: 510-339-3933

e-mail: aostomel@ginsburgadvisors.com

Damien Couture, CFP®, ChFC; FPA East Bay Public Relations Chair

Phone: 925-280-1800

e-mail: dcouture@jbcfg.com

Be A Source - FPA East Bay Chapter Members

If you are a member and want to be on the Media Contact list, click here:

Media_Contact.pdf

What's New?

Review a listing of current news releases on the national Financial Planning Association website

by following this link:

http://www.fpanet.org/member/press/index.cfm

Click Here for Financial Planning Week Activities for the Public -- Oct. 2 - 8

Financial Planning Perspectives

The Financial Planning Perspectives (FPP) articles are a series of consumer-oriented articles designed for use by media outlets that cover personal finance.  FPA East Bay Chapter provides these articles to the local media for use in whole or in part or simply as story ideas.  They are in Microsoft Word format for easy text copying.

January 2006

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8 Things You Should Know About Medicare Part D Prescription Drug Coverage

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More Audits This Year? Here’s How to Protect Yourself

April 2006

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Can You Afford to Live with a Pet? Plan Before You Purchase or Adopt

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Is a Geriatric Care Manager Right for You or a Loved One?

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As Rates Rise, Tapping Home Equity Gets Riskier – How to Recover

May 2006

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Dreaming Big: Financial Planning for Unexpected Wealth

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Losing Your Inheritance to Uncle Sam – or Others

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The Pros and Cons of Reverse Mortgages

July 2006

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Conversion of an IRA to a Roth IRA Needs Careful Study

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Getting the Kids Involved in Saving for College

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Start a New Summer Tradition: the Mid-Year Financial Checkup

August 2006

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Giving While Living – The Buffett Way

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Financial Planning for a May-December Relationship

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Packing Your Kid Up for College? Teach Them Money 101 Before They Go

September 2006

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As Open Enrollment Approaches, Do a Benefit Checkup

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Rewind: If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family, What Would You Do?

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How to Un-Retire: Planning a Post-retirement Move Back to the Workplace

Request A Speaker

The purpose of the Speakers Bureau is to provide individuals to speak to associations and other

public groups as a way of informing and educating the public about what sets the CFP® Certificant

designation apart from the others. If you would like to have a local FPA East Bay member speak

to your group or organization, please contact:

Peter F. Landini, CFP®; FPA East Bay Public Relations Chair

Phone: (925) 855-3880

e-mail: Peter@PeterLandini.com

Here are useful links for more information about our Chapter, its activities, the FPA and more.

Please send any comments or corrections to our webmaster, Steven "Shags" Shagrin at Shags@PlanningForLife.info