by Erika Luitjens | Aug 8, 2024 | Company Events
One or our core values is “we work hard and we play hard”. The latter is in full focus for our annual Summer company picnic. The picnic brings together employees, their families, vendors, RIAs, and friends for a day of fun, competition , laughter, and...
by Erika Luitjens | Aug 6, 2024 | Company Events, Education
Recently, our team had an incredible one-day training session focused on communication, active listening, and decision-making. It was a day filled with valuable insights, great laughs, and fantastic team-building moments.Key Takeaways:🗣 Enhanced communication...
by Erika Luitjens | Jun 12, 2024 | Conferences
The Stonecrest team was thrilled to attend the FPA Norcal Conference in San Francisco! The FPA NorCal Conference is a financial planning conference dedicated to the education, knowledge, and growth of financial planners. It is a fantastic way for us to drive...
by Erika Luitjens | May 16, 2024 | Company Events
The Stonecrest team had the great pleasure of pitching in to help members of our local community by doing some volunteer work at Second Harvest of Silicon Valley. The work involves breaking down large quantities of food and sorting it into smaller packages to be...
by Erika Luitjens | Apr 15, 2024 | Company Events
Our team landed in the heart of Las Vegas at the Paris Hotel for one of the biggest lead gen gatherings around – LeadsCon 2024. With over 2,700 attendees, this place was buzzing! The conference was packed with awesome sessions and speakers, and we soaked up every bit...
