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
|
|
|
| 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 [email protected].
|
|
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.
|
|
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!!
|
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: [email protected].
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
|
Advocacy Corner - Neena Moorjani
|
|
|
| | Neena Moorjani |
A Recap of Advocacy Day32 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 2Aide to Assemblyman Kevin McCarty State Senator Richard Pan and a senate fellow Click here to read all of the details for each day
|
FPA National - Upcoming Conferences
|
|
Date: April 24-27, 2017 Title: FPA Retreat Location: Ch�teau �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!
| |
|
|
|
|
|
