In 2019:
Chris Phelps participated in Commonwealth’s National Conference for Financial Advisors in Aurora, Colorado in October 2019. He attends AssetMark’s Premier Consultant conferences annually.
Linda Somervell attended the Commonwealth Conference for Administrators in October at Commonwealth’s downtown San Diego location. She joined in webinars for AssetMark and SEI during the year.
May 11, 2019
Cinco De Mayo Shredding Fiesta
Fresh Mexican food, music, and fun. Documents were shredded on-site. Door prize drawing for dinner out on us!
Saturday, May 11, 11 am–1 pm
Rancho Bernardo Courtyard, 16935 West Bernardo Drive, San Diego, Ca 92127
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In 2018:
Chris Phelps participated in Commonwealth’s National Education Conference for Financial Advisors in Austin, Texas. Prominent keynote speakers were George W. Bush, 43rd president of the United States and John Rooney, managing principal of Commonwealth San Diego. In addition, Chris attended two AssetMark Premier Consultant conferences.
Linda Somervell participated in two Commonwealth conferences and in AssetMark’s Support Staff conference.
May 6, 2017
Cinco De Mayo Shredding Fiesta
Fresh Mexican food, music, and fun. Documents were shredded on-site. Door prize drawing for dinner out on us!
Saturday, May 6, 11 am–1 pm
Rancho Bernardo Courtyard, 16935 West Bernardo Drive, San Diego, Ca 92127
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In 2016 and 2017
Chris Phelps participated in Commonwealth Financial Network’s National Education Conferences for Financial Advisors and in AssetMark Trust’s Premier Consultant Conferences. Linda Somervell participated in administrative conferences conducted by Commonwealth Financial Network, AssetMark Trust, and SEI.
May 14, 2016
Cinco De Mayo Shredding Fiesta
Fresh Mexican food, music, and fun. Documents were shredded on-site. Door prize drawing for dinner out on us!
Saturday, May 14, 11 am–1 pm
Rancho Bernardo Courtyard, 16935 West Bernardo Drive, San Diego, Ca 92127
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September 15, 2015
Christopher attended the Premier Consultant Conference.
"Empowering Wealth with Personalized Solutions"
The primary emphasis was creating great outcomes for clients and discussing a new investment platform evolution.
May 2, 2015, 11am-1pm
The FLC Team hosted its 4th Annual Cinco de Mayo Shredding Fiesta
This annual event is held for all clients to enjoy fresh Mexican food, music, and fun. We provide on-site shredding services to destroy all your confidential documents, electronics recycling for old applicances, computers, cords, etc., and we accept food donations for the San Diego Food Bank. This year we also had An Evening Out in Coronado door prize with two tickets to Lambs Player's Theatre to see West Side Story and a gift card for Miguel's restaurant!
April 9, 2015, 6-8pm
The FLC Team and volunteers spent a few hours at the San Diego Food Bank.
We consistently visit our local food bank and provide hands-on help to sort, box, and provide food to the food-unsecure in San Diego. If you would like to volunteer with us, please visit our page dedicated to the food bank and enroll.
March 9-11, 2015
Christopher attended the Spring 1QA Retreat
This is an exclusive group of advisors and staff dedicated to developing structured business processes to make the client experience more enjoyable.
February 25-27, 2015
Christopher attended the AssetMark Gold Forum
"New Heights"
This exclusive conference is held for top advisors with AssetMark and provides insights into the market, economy, and changing tax landscape by top industry experts.
January 8, 2015
The FLC team and volunteers spent an evening at the San Diego Food Bank.
We consistently visit our local food bank and provide hands-on help to sort, box, and provide food to the food-unsecure in San Diego. If you would like to come with us, please visit our page dedicated to the food bank and enroll.
November 5–7, 2014
Christopher participated in the Fall 1QA Retreat.
This retreat focuses on the value in our relationships and how we can make our practice as valuable as possible for clients and their families.
October 29, 2014
Linda attended the Commonwealth Road Show.
This one-day event is designed to empower staff to infuse the client experience with personal and professional elements and provide updates on recent changes in the industry.
October 27, 2014
FLC hosted the Protecting Your Family and Your Legacy Lunch.
A three-course lunch open to all clients, and their guests, discussed the options available when planning to protect your family and your assets from a serious, long-term decline in health.
September 10–11, 2014
Christopher participated in AssetMark’s Advisor Mastery Event.
This two-day event is designed to help Chris implement up-to-date best practices regarding investment strategies and business operations. New planning tools and processes were demonstrated and reviewed for potential use.
September 2, 2014
The entire FLC Team volunteered at the San Diego Food Bank.
FLC is fighting against hunger, and one way we strive to make a difference is by volunteering our time at the food bank sorting, cleaning, and distributing food. For more information, or to volunteer with us, please see our page dedicated to the food bank.