Summer Issue
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President's Message
Thirsty Thursday Mixer
Pro Bono Corner
FPA National News
Regional NorCal Events
Upcoming Chapter Meetings
Thank You Sponsors
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| Prepare for
Prepare for CFP® certification
UC Davis
Extension's
Personal Financial Planning Certificate Program gives you the practical knowledge to earn CFP
® certification and the crucial connections to succeed in this growing industry. Join us in Sacramento on August 11 from
5:30-7 p.m. for a
Visit our website
for a full list of courses.
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| President's Message - Daniel Andersen, CFP® |
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Daniel Andersen, CFP®
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I would like to take this opportunity to express my appreciation for each of you. Our local FPA chapter is our professional community where we come to learn and grow together. Without your participation and dedication to the chapter, we wouldn't feel the sense of camaraderie that we each enjoy.
I've been so pleased with the interesting and informative meetings that we have had so far in 2015.
1. 2015 Income Tax Update
2. What Financial Planners need to Know about Family
Law
3. Financial Planning for Veterans
4. What We Have Learned from Modeling - Advanced
Concepts
5. CFP Board Ethics and Discipline Process
6. Reversing the Conventional Wisdom of Reverse Mortgages
As we now reach the mid-point of the year, I would like the keep up the great momentum. On July 9th, we will have a very exciting presentation by Dr. Dave Yeske at the beautiful La Provence restaurant in Roseville, sponsored by
Oppenheimer Funds. This event is a bit of a departure from our normal location and I ask for your help in making it a great event by
reserving your spot by registering as soon as possible.
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Inaugural Thirsty Thursday Social Mixer, August 13, 2015
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We are excited to announce our Inaugural Thirsty Thursday Social Mixer! Enjoy drinks, appetizers and networking in a terrific venue in Midtown Sacramento. No RSVP required and you only pay for what you order.
We hope you can attend!
Time: 5:30 pm - 7:30 pm
Location: Hot Italian Restaurant, 1627 16th Street, Sacramento
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Pro Bono Corner - Jenny Hood, CFP®
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Jenny Hood, CFP®
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NexGen Update
Have you heard of NexGen yet? If not, FPA NexGen is a community of young planners age 36 and younger. They strive to be a community for the next generation of financial planners. After reading about this dynamic group, I decided I wanted to learn more. I recently attended the NexGen Gathering in June at the University of Texas at Dallas, and wow, what an experience! This group is shaking up the profession and not afraid to think outside of the box. Being surrounded by like-minded people within my age group was very encouraging and empowering. Locally, we also have a vibrant group of young planners who have decided to meet up, get to know each other and share ideas. We had our first mixer on June 16th at Hot Italian.
We plan to have these events more often and it would be great to see you out there! For more information, please contact Alexandria Cole at:
[email protected]
or Jenny Hood at:
[email protected]
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Junior Achievement & Financial Planning Day
I am hoping by now that you have heard me talk about Junior Achievement (JA) and why they are such an amazing organization. JA strives to teach young people to own their economic success. This is my second year volunteering with the organization and I talk about how wonderful their programs are with anyone who will listen! I am continuing to build the relationship between JA and FPANC. At the end of June/beginning of July, Orlando Batturaro, Landon Tymochko, and I will be going into Cristo Rey High School. Cristo Rey High School is a work readiness high school where the students work at least one day per week during their high school careers. The students do not pay tuition, but instead, are sponsored by a local business.
Lester Matthews, Jeff Maas and I have also begun to plan for our FIFTH annual Financial Planning Day! The event will be held on Saturday, October 10, 2015 at the City Hall in West Sacramento. We are looking forward to another great event this year. I recently saw Amira Tart, who works with FPA National, and she told me that she uses our chapter as an example to other chapters on how to have a successful event for so many years. Thanks to the support of West Sacramento and YOU, our members, we have been able to continue to help so many members of our local communities.
If you would like more information on either of these events or have an idea for how FPANC can connect or help other community-based organizations, please contact me at: [email protected].
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FPA National News
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FPA Annual Conference - Early Bird Rate Closes on July 7th!
Register now to attend the advanced technical conference for CFP® professionals - FPA's Annual Conference - BE Boston 2015 that will be held on September 26-28 to gain new practice management knowledge, skills and resources. The schedule is jam-packed with insightful sessions that will help attendees be more knowledgeable professionals and better business owners. Confirmed keynote speakers include Olympic Gold Medalist Jim Craig, Futurist Michio Kaku, Marketing Strategist David Meerman Scott, and Keynote Host Jill Schlesinger, CFP® of CBS News.
Registration is open and members can now save with terrific early bird pricing. Register and learn more at www.FPA-BE.org!
(Chapter members who use promo code AFBE15 will receive $50 off their registration. This $50 will remain constant for early bird, advanced and regular registration. Each member who uses this promo code will result in a $50 rebate back to your chapter.)
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Access Exclusive Member Benefits Today
Did you know that FPA offers members a wide range of exclusive discounts on various services, programs and products designed to help you in your work and business? The FPA Member Discount Program is a unique offering for members to access great deals by some of the best program and service providers in - and out - of the financial services industry. Access the FPA Member Discount Program today to get deals on services and products for back office support, technology, marketing, insurance, education, research and much more.
And don't just take our word for it, this is what FPA member Brian Fricke, CFP® has to say about the program:
"A great way to support the mission and vision of FPA is by taking advantage of the
FPA Member Discount Program.
I'm not responsible for most purchasing decisions in my business, but I do make sure those that are responsible know about this great member benefit!"
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Get the Latest Original Research on Investing by RPI and
Journal of Financial Planning
The FPA Research and Practice Institute™ (RPI) has been engaging in original research on a wide array of subjects of importance to financial planners and the latest study is now available. The
2015 Trends in Investing Survey, done in collaboration with the Journal of Financial Planning, looks at how financial planners are using and recommending different investment vehicles today and where they will look to invest over the coming year. The survey, which has been conducted regularly since 2006, revealed that Exchange-Traded Funds (ETFs) have supplanted mutual funds as the preferred investment vehicle by planners.
And keep an eye out for more research coming out later this year, including a social media study that was conducted in partnership with LinkedIn and a Social Security study that is being done with AARP and CNBC.
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Regional NorCal Events
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| The Estate and Financial Planning Committee, Sacramento Chapter &
California Society of Certified Public Accountants are now offering CFP CE credit for their events!
Date: August 25, 2015
Time: 7:30 am - 8:45 am
Topic: Duration and Rising Rates: Theory vs. Reality
Speaker: Eric J. Hoffart, CRPC, Regional Manager, Advisor Services for Lord Abbett
Location: Piatti, 571 Pavilions Lane, Sacto, CA
CE: 1 hour
Click here to register
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Northern California Planned Giving Council is offering a $50 off discount to FPANC Members to attend their event below.
Date: September 30 - November 4
Time: 3:00 pm - 6:00 pm
Topic: Planned Giving Basics - A Six-Part Course for Beginners (one session per week)
Download flyer here (Select "member" when registering)
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Upcoming Chapter Meetings
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| Date: July 9, 2015
Time: 5:30 pm - 7:30 pm
Title: Special Evening Event - Policy-Based Financial Planning as Decision Architecture
Speaker: Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie
Location: La Provence, 110 Diamond Creek Place, Roseville, CA
Details/Register Date: August 13, 2015 Time: 5:30 pm - 7:30 pm
Title: Inaugural Thirsty Thursday Social Mixer Location: Hot Italian, 1627 16th Street, Sacramento, CA
No RSVP Required
Click here for more details Date: September 11, 2015
Time: 7:30 am - 10:00 am
Title: Working with Aging Clients
Speaker(s): Carolyn Rosenblatt & Mikol Davis
Location: City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA Date: September 14-18, 2015
Title: Advocacy Week in Sacramento
More details to follow soon
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Thank You to Our 2015 Sponsors!
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