FPA of Northern California


Spring 2017 Issue

President's Message

Speed Mentoring

Membership Corner

FPA NorCal Conference Sponsorship Corner

Marketing Communications Corner

Pro Bono Corner

Advocacy Corner

FPA National Conferences

Upcoming Meetings

2017 Chapter Sponsors



Quick Links
Stay in Contact





President's Message - Jenny Hood, CFP
Jenny Hood
Dear Members:



As the saying goes, time flies when you are having fun. I have enjoyed this first quarter of FPANC events and therefore, the time has seemed to pass in the blink of an eye. This first quarter has brought us closer to the three goals that the board of directors set for 2017. Thank you for your support and help in getting us closer to our objectives. As a reminder, we are here for you and want to make sure you see the value in your membership with our association. In this short amount of time for 2017, the board has had three successful meetings, a joint mixer with the South Placer Estate Planning Council, Advocacy Day and also held some free financial literacy workshops in the Rosemont community.



We have a lot more planned for the rest of the year, including more engaging presentations for our monthly meetings, mixers, and NexGen events, just to name a few. Stay tuned for more details. Continue reading here





NexGen -  Alexandria Cole 
May 2, 2017

6:00 pm - 8:00 pm

UC Davis Extension




The FPANC NexGen community is hosting its first ever mentoring program. If you
Alexandria Cole
are looking to meet more successful financial planners, this event is exactly what you need. This Speed Mentoring event will host 12 different financial professionals all under one roof. Get a chance to ask questions of the seasoned planners in the area and talk to several different financial planning firm owners. Speed Mentoring allows you to meet and build your professional circle.

 

If you're a member or a young professional of the Financial Planning Association, this event is a great time for networking and meeting others in the industry.

 

Event Logistics:

Date:
May 2, 2017

Time: 6:00 pm - 8:00 pm

Where: UC Davis Extension, 2901 K Street, Sacramento, CA



Parking will be covered by the chapter and light snacks and refreshments will be provided.

 

We hope to see you there!

 

If you have any additional questions or are interested in being a mentor, please contact Alexandria Cole at acecole91@gmail.com.



 




Membership - Karen Miller, CFP & Dusty Hoetger, CFP 
Hello Everyone and Happy Spring!

 

Our first 2017 Thirsty Thursday mixer on March 16th at Hop House in Roseville was lots of fun! We were joined on the outside patio by members of the South Placer Estate Planning Council (SPEPC), a diverse group which includes attorneys, real estate professionals, elder care experts and tax professionals. 


Look for our next gathering in the summer... These mixers are a great way to meet members of our professional community in a casual environment.



This is your chapter, so we encourage you to take advantage of all that it offers:

*    Networking at our monthly meetings

*    Continuing education

*    Informative topics:  You can't put a price on knowledge

*    Additional Member benefits: Please share your stories on how a benefit has

      helped your business.

*Do you know that you can save $300 on your subscription to MoneyGuide Pro financial planning software? That alone would almost pay for your annual membership.

*Do you also know that you can get 3 units of FREE CFP Board CE each month through the FPA webinars? That's right, CE delivered to you in the comfort of your office, home or even the beach, as long as you have a Wi-Fi connection.

 
Karen Miller
 
Dusty Hoetger
 
FPA NorCal Conference - May 30-31, 2017

 
   
  
 
Sponsorship - Paul Meyerhoff, PhD, CFP & Launi Cooper 
Welcome to our NEW and Returning FPA of Northern CA Sponsors!  I know we say it in the meeting, but our chapter can't be the success we are without you!  We appreciate your support and hope that your participation in our organization proves truly valuable to you professionally. Members, please reach out to our sponsors for their professional expertise.  Sponsors contact information can be found on our website by clicking here. Please make sure to welcome and personally thank our sponsors!  New this year are: Silver sponsors:  Matt Harrington with Benefit Resources, Inc; Cory Kelly with Principal; Jeremy Parker with G.L. Anderson Insurance Services, Inc; and Ron Greenwood with Lyon Real Estate.  Again, Welcome New Sponsors!!





Paul Meyerhoff
 
Launi Cooper
 
 
      
Marketing Communications - Ethan Green, CFP

Ethan Green
Do you use the FPANC.org website or follow FPANC on Facebook or Twitter? How do you prefer to keep up to date on all the great events and opportunities with FPANC?  If you have any thoughts, it would be great to hear from you at the meetings or via email: ethan@laketahoewealthmanagement.com



Want to meet Jenny's challenge this year to get involved and are interested in a behind the scenes opportunity?   We are looking to expand the marketing communications committee and would appreciate your involvement. It could be as simple as taking pictures or posting to Facebook or adding fresh content to the FPANC.org website. Lots of opportunities. I look forward to hearing from you. 
 
Pro Bono - Landon Tymochko, MBA, CFP

   
Landon Tymochko
Welcome to Spring! I'm sure you appreciate the extra sunlight and the blooming flowers as much as I do, although the allergies that come with the season can also be a challenge.



As financial planners, we are given the great privilege of helping our clients achieve their goals and live great lives. We are busy people.  We are involved in lots of activities throughout our communities, and we give back in many different ways.  We give our money, time, and expertise to others.  So in truth, providing pro bono financial planning is really just another avenue for serving others beyond what we already do.



I realize that it is tough to squeeze any more into our already busy schedules, especially for something that doesn't always add directly or immediately to the bottom line. But I would encourage you to do what you can.  Deliberately make an effort to find just one small area or activity where you can help.  And if you are looking for some ideas, here are some you cans start with:

*    Offer an hour of pro bono financial planning per month or quarter

*    Identify individuals who could benefit from a pro bono engagement with a CFP

*    Present at a session of the Rosemont Financial Literacy Project 
*    Represent our FPA chapter at the Department of Business Oversight Financial

      Literacy Fair



Continue reading for more ideas on how to involved 
 
Advocacy Corner - Neena Moorjani



Neena Moorjani
A Recap of Advocacy Day



32 financial planners took part this year (it was 14 two years ago). This is the fourth time financial planners in CA met with legislators on one day and this was the second time that they met with regulators. Five from our chapter participated.



Day 1

Department of Business Oversight  

Treasurer's Office

Controller's Office

Insurance Commissioner's Office



Day 2

Aide to Assemblyman Kevin McCarty

State Senator Richard Pan and a senate fellow



Click here to read all of the details for each day 
 
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FPA National - Upcoming Conferences



Date: April 24-27, 2017

Title: FPA Retreat

Location: Chteau lan, 100 Rue Charlemagne, Braselton, GA

Details/Register 


Date: June 9-14, 2017 


Title: FPA Residency

Location: Inverness Hotel and Conference Center, Englewood, Colorado  Details/Register 


Date: June 20-21, 2017


Title: 4th Annual FPA Advocacy Day

Location: Washington, DC

Details/Register  


Date: June 23-25, 2017


Title: NexGen Gathering

Location: North Central College, Chicago, IL

Details/Register 


Date: October 2-4, 2017


Title: Annual BE Conference

Location: TBD



Date: October 20-25, 2017

Title: FPA Residency

Location: Inverness Hotel and Conference Center, Englewood, Colorado  Details/Register 
 


Chapter Meetings   




Date: April 14, 2017 (CANCELLED DUE TO GOOD FRIDAY HOLIDAY)



Date: May 12, 2017

Time: 11:30 am - 1:30 pm

Title: TBD

Speaker: TBD

Location: Zinfandel Grill


Date: June 9, 2017


Time: 7:30 am - 10:00 am

Title: How Elder Lawyers Strengthen an Advisor's Practice

Speaker: Dustin MacFarlane, Attorney, MacFarlane Legal, Inc.

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



Please visit www.fpanc.org for the complete 2017 Calendar of Events



 
Thank You to Our 2017 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