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CMA Fall 2024

CMA Fall 2024

Stonecrest team members Shafiq Taymuree and Leigh Faber enjoyed the  California Mortgage Association Fall conference last month.  The California Maortgage Association (CMA) provides top-notch education for mortgage professionals as well as a series of events offering...

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Opportunity Collaboration

Opportunity Collaboration

Stonecrest Director of Operations Erika Luitjens had the privilege of attending the Opportunity Collaboration in Ixtapa, Mexico, this month.  Opportunity Collaboration is a unique event that brings together social entrepreneurs with people and resources that can...

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Leadership Retreat 2024

Leadership Retreat 2024

The Stonecrest team just wrapped up an incredible few days at our leadership retreat in Las Vegas where we reconnected with our core values and set an exciting course for the future!At the heart of this retreat were the principles that define who we are as a company:...

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Communication Training

Communication Training

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...

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Stonecrest Company Picnic

Stonecrest Company Picnic

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 connection. ...

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FPA Norcal Conference

FPA Norcal Conference

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...

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