FPA of Northern California


Fall 2016 Issue

President's Message

Membership Corner

NexGen Corner - Kick Off Summit

Pro Bono Corner

Nominations 2017

Programs Corner

CalCPA Mixer

Upcoming Meetings

Brio Financial Group Ad

2016 Chapter Sponsors



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President's Message - Orlando Batturaro, RICP, CFP
Orlando Batturaro, RICP, CFP
Dear Members:



It's hard to believe that we are in the fourth quarter of 2016! Since this is the last newsletter of the year, I would be remiss if I didn't acknowledge the dedication and hard work of our board. The most redeeming part of being involved with this fine group of individuals is watching their growth as leaders in our community. I get inspired by all of them every day.



I want to be the first to thank the following people for everything they do to make our FPA community special.My sincerest gratitude goes out to all of you!



Daniel Andersen - Past President

Jenny Hood - President-Elect and Programs

Karen Miller and Matthew Page - Membership

Landon Tymochko - Pro Bono

Ethan Green and James Whiteley - Marketing Communications

Dusty Hoetger - Advocacy

Chase Armer - Career Development

Alexandria Cole - NexGen

Launi Cooper and Paul Meyerhoff - Sponsorship

Holly Wilkerson - Executive Director



You have all given of yourselves to the FPA members of Northern California and will leave our chapter a better place going into 2017.



Please read on for just a few upcoming examples of their dedication. Please pay particular attention to the NexGen Summit - which is so important to the future of our industry - and Financial Planning Day - traditionally one of the largest in the nation!







NexGen Corner - Alexandria Cole

 
Support the Next Generation of Planners!

Reserve Your Spot TODAY!!









Pro Bono Corner - Landon Tymochko, MBA, CFP

   
Landon Tymochko, MBA, CFP
1 - Boo! 2 - Gobble, Gobble   3 - Ho Ho Ho



That's how quick the rest of this year is going to go! Before you know it, we're going to be toasting champagne flutes into 2017! Well, we've still got stuff to do for 2016, ok. So, let's close the year strong.
Here's what's been happening in the area of Pro Bono:



Financial Planning Days:
The big event is right around the corner! It is scheduled for Saturday, October 22nd from 9am - 3pm at the West Sacramento City Hall. If you have not registered yet, please go to www.FinancialPlanningDays.org if you would like to participate. Many of you have participated in the past, and we always encourage CFP Professionals to join us by providing individual advice and presentations. This is our 6th year, and we've had great support from the City of West Sacramento, which we'd like to say thanks to. Continue reading here 




 
Membership Corner - Matthew Page, CFP & Karen Miller, CFP

As the year comes to a close, we want to thank our members, sponsors and everyone who helped us grow. We enjoyed meeting new members and introducing them to everyone.



We want to thank Alexandria, Yen and the professors at CSU, Sacramento and UCD Extension for introducing FPA to the students and encouraging them to attend our monthly meetings and become acquainted with the financial planning community.



One of our goals this year was to have four mixers and include other professional groups. We will meet that target, as we have had three so far and included CalCPA and the Placer Estate Planning Council. Please join us for our fourth & final event with Sacramento Estate Planning Council (see details below).



What: A Joint Social Mixer with the Sacramento Estate Planning Council

When: Thursday, October 13, 2016

Where: Brasserie Capitale, 1201 K Street #100 (Inside Esquire Building),

Sacramento, CA  95814

Time: 5:30 pm - 7:30 pm

Register/Details 


Matthew Page, CRPS, CFP


Karen Miller, CFP


 


Seeking Nominations for the 2017 Board of Directors

Are you interested in joining the FPA of Northern California board? Have you ever wanted to know what goes on behind the scenes? Do you possibly know someone who may be interested in volunteering? As a new addition to the board, you will have all of the support of the board who will be eager to assist you in any possible way they can. All nominations and questions should be directed to Jenny Hood, Incoming 2017 President, at jhood@cmeyers.com.  The official board slate will be sent out in early November and will be voted on at the December meeting. Thank you for considering this leadership opportunity!



Positions:

Programs / Membership / Sponsorship / Pro Bono /  Secretary / Treasurer /

Marketing Communications / Advocacy / Career Development / NexGen    
  
Programs Corner - Jenny Hood, CFP


Jenny Hood, CFP
Thank you to everyone who came to the ethics presentation in August. Debbie Grose did a great job presenting and also facilitating some thought provoking discussions. And thank you to Networking Solutions, one of our Gold Sponsors, for hosting such a fun networking mixer afterwards. The event was definitely a success!



I cannot believe that we are coming to the end of 2016. I have thoroughly enjoyed my time as the Programs Director. I have enjoyed seeing our meetings full of energy and having discussions with our members about what would make for great presentation topics.



A lot was accomplished in 2016:
  • We had a very successful offsite lunch meeting in Roseville
  • Meeting attendance is up over 16% since last year
  • We were able to offer ethics CE in a new and fun way
  • We had our first sponsor-hosted networking event

Continue reading here  

 

 

CalCPA Fall 2016 ABC Mixer, October 20, 2016, 5:30 pm 










Upcoming Meetings  






Date: October 13, 2016

Time: 5:30 pm - 7:30 pm

Title: FPANC & Sacramento Estate Planning Council Mixer

Location: Brassiere Capitale, 1201 K Street #100, Inside Esquire Building, Sacramento, CA

Details/Register



Date: October 14, 2016 
Time:
7:30 am - 10:00 am

Title: Take Your Business from Invisible to Invincible

Speaker: 
Kari Hagensmith, The Secret Weapon, Elyse Cyphers, STRATAF

Location:
City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA


Details/Register



Date: October 20, 2016

Time:
5:00 pm - 8:30 pm

Title:
NexGen Kick Off Summit

Speaker:
Alan Moore, XY Planning Network

Location: CSUS Alumni Center, 6000 J Street, Sacramento, CA
Details/Register



Date: October 22, 2016

Time:
9:00 am - 3:00 pm

Title:
Greater Sacramento Financial Planning Day

Location:
West Sacramento City Hall, 1110 W Capitol Ave, West Sacramento, CA

Volunteers Register Here


Please visit www.fpanc.org for the complete 2016 Calendar of Events 





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Thank You to Our 2016 Sponsors!

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FPA of Northern California

PO  Box 188293

Sacramento, CA 95818

Phone (916) 443-4237

Email holly@fpanc.org

Website www.fpanc.org


FPA of Northern California | P.O. Box 188293 | Sacramento | CA | 95818