Annette, Chuck and Courtney attended the FPA NorCal Conference in San Francisco in May. They participated in many interesting and insightful sessions, including one in which Christina Romer, professor of economics at UC Berkeley, discussed monetary policy for the 21st century.
Courtney and T.J. got engaged in April! He popped the question in Nuevo Vallarta, Mexico, and they plan to marry there in April 2016.
Annette spent four days in Maine this fall with a small group of fellow women advisors and business owners. “It was a lovely setting to get outdoors and think BIG about our firms and how we’re servicing our clients’ evolving needs. We shared lots of great ideas, ate plenty of lobster and came back inspired and energized!”
In August, Chuck and his children, C.J. (14) and Genny (12) ,went on a six-day white water rafting trip down the Salmon River (aka “The River of No Return”). “It was an incredible trip with rafting, outdoors and lots of laughter.”
Courtney and T.J. went to Puerto Rico in August. They enjoyed beautiful beaches, the historic town of Old San Juan, zip lining through the rainforest and lots of delicious food.
Chuck has attended several conferences, including the Family Wealth Advisors Council in Boston in mid-August. He learned many interesting lessons, but a common theme was market volatility and how to take advantage of it.
Chuck’s son, C.J., started high school at Bentley School in Lafayette. He made the varsity cross country team and is studying Latin as his foreign language. Daughter, Genny, stepped up her softball game by playing on the U12 Oakland Vipers competitive team.
Annette stayed close to home this summer but did manage a short trip to Lake Tahoe with her husband, Adrian. They enjoyed some quiet time in the mountains, hiking, reading and sitting by the lake with their dog, Casey Jones.