 | | Jo A. Casady, President 2013-2014 |
President's Message
As I write, I am watching the clock on my television tick down to a federal government shutdown. Budget talks are incredibly complex and historically don't hinge on one issue, yet this looming shutdown appears to do just that. The House has proposed a new budget allowing the government to continue to spend and increase the deficit, but only if Obamacare is repealed or at least delayed. Regardless of your own stance, the debate raises significant moral and philosophical issues regarding personal responsibility versus societal and employer obligations.
Our luncheon speaker this month, E. Thomas Foster, Jr. will speak to some of these issues in his presentation "Financial Health of Retirement Plans". We have all heard the arguments that employers must offer retirement benefits to remain competitive and compete for top talent. Mr. Foster says healthy retirement benefit plans are essential to an employer's bottom line, and not just from a recruiting standpoint. In this presentation he will examine the costs and productivity of workforces with robust retirement plans versus those without. This will be a timely discussion and I hope that you can join us!
If you attended last month's meeting, you know that Dick Weber once again gave an outstanding presentation! He is truly a thought leader in our industry and he never ceases to amaze me. If you invited a guest to last month's meeting, let me thank you. I will be making phone calls to those individuals this week. If you didn't invite a guest last month, please do so this month!
October 1 marks the beginning of the new MEMBER GET A MEMBER CAMPAIGN. Recruit one member and receive 50% off your national dues. Recruit two new members and receive 100% off your national dues!
On October 2, 2013 we will begin our third CLU class, Insurance Law. There is still room for a few more students. If interested, let Steve Kirby know at spkirby@sfs-lp.com.
We are also seeking colleges and universities to participate with the Houston Chapter in the University Partners Program. The program will attract new members and help build the next generation of advisors and planners in Houston! If you think your alma mater might have an interest in the program please contact me, Russell Hall or Larry Smith.
See everyone at our next luncheon! |
 | |
E. Thomas Foster, Jr. |
October 15 luncheon
11:30 TUESDAY AT MAGGIANO'S
Join us for lunch at Maggiano's. E. Thomas Foster, Jr., national spokesperson for MassMutual's Retirement Services Division will present "Financial Health for Retirement Plans"
1 hour CE (CFP), CE (TDI), CPE and CLE is approved. No CPE prerequisites required.
Don't forget to make your reservation. Note: the date is back to our usual Tuesday.
------------------
October's luncheon is sponsored by Pacific Life.
For more than 145 years, Pacific Life has been helping to protect individuals and families from financial risks that can affect their investments, retirement savings, and businesses. Pacific Life offers life insurance, annuities, and mutual funds, with a variety of investment products and services, all of which provide. . .
The Power to Help You Succeed.  |
|
Member Get a Member (MGAM) Contest
50-100% OFF NEXT YEAR'S NATIONAL DUES
All current paid members are eligible to participate in the Member-Get-a-Member Contest, which runs from October 1 through November 30, 2013. Recruit one new member (regular or associate) and get 50% of your 2014-15 National Membership Year Dues. Recruit two new members and get 100% off. For details and the leaderboard, visit Member Get a Member. |
