Winter Issue
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President's Message
Pro Bono Corner
FPA NorCal Conference
Young Financial Professionals
FPA BE Conference
Upcoming Meeting
2015 Sponsors
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| President's Message - Daniel Andersen, CFP? |
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Daniel Andersen, CFP?
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"The times they are a changing", or so says Bob Dylan. As financial planners there are always changes to which we have to adapt. In any given year we may have changes in government regulation, technology, investment and business philosophy, and best practices. But what remains the same, what remains unchanged? The human element; people remain unchanged. There have been changes in the ways that we interact, but at the very core, our most important and nourishing interactions aren't done through online robotic tools, but through a handshake and eye contact.
Far be it from me, a millennial, to reject technology. However I feel like growing up with technology gives me a unique perspective on the importance of real interactions with peers, colleagues, and friends. It is my sincere hope that our meetings this year can help us bend, flex, and grow with all of the changes that are occurring while also allowing us to develop friendships and comraderies. Our gatherings, whether they be meetings for continuing education or social events should not only educate but elevate.
If you feel like you would like to join the board or participate in shaping our chapter, please let someone on the board know of your interest.
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Pro Bono Corner - Jenny Hood, CFP?
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Jenny Hood, CFP?
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What is the essence of life? To serve others and to do good. -Aristotle
We are all busy these days with our careers, family and hobbies. I have a deep appreciation for our members that choose to take time out of their busy lives to give back to the communities that we live in. I really cannot say thank you enough. I am proud to see how our pro bono efforts have grown and look forward to seeing what else we can accomplish, together.
I continue to work with Junior Achievement trying to strengthen the relationship between their group and ours. I attended their JA Information Day at the end of February and was able to learn more about the programs that they offer at every grade level. With our real world experience, our members really can add so much to the programs that JA offers. If you signed up to volunteer with JA but have not heard from them, I would encourage you to email Kate Schleiger at: [email protected] . We are also planning on having an FPANC event with JA sometime in September.
Continue reading here
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Pro Bono Opportunity I was asked to spread the word about a pro bono opportunity in Stockton. The California Health Care Facility is looking for volunteers to give seminars to their inmate population on budgeting and financial literacy so that they can be better equipped to handle life after their parole. The seminar material would be FPA National material similar to the presentations given at Financial Planning Day. If you are interested in this opportunity, know of someone who might be, or can think of another organization that would be a good fit for this population, please contact me at: [email protected].
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| FPA NorCal - Registration Closed |
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Opportunities for Young Financial Planning Professionals
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Register today for the 2015 FPA NexGen Gathering being held at The University of Texas at Dallas in Richardson, Texas, June 19-21. The conference theme is BUILDING COMMUNITY, providing opportunities for attendees to engage in dialogue on issues of importance to young financial planners and a chance to get to know peers and colleagues in an intimate and free-flow setting.
Past attendees of the FPA NexGen Gathering have found the conference invaluable and they want other NexGen members to have an opportunity to attend. The FPA NexGen Scholarship is funded entirely by donations made by past attendees. First time attendees are eligible to apply for the conference scholarship, which covers the registration fee, onsite lodging, conference meals, and reasonable travel expenses to and from the conference site. Eligibility requirements and application materials are available on the FPA NexGen website. The deadline to apply is May 1st.
Learn more and register at https://www.onefpa.org/community/nexgen/gathering/Pages/default.aspx.
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FPA Annual Conference Registration is Now Open
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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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Upcoming Meeting
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Date: May 8, 2015
Time: 7:30 am - 10:00 am
Title: CFP Board Ethics and Discipline Process - How does it work and why should you care?
Speaker: Tina Florence, CFP?, Partner, Lane Florence LLC
Location: City Hall, 2729 Prospect Park Drive, Rancho Cordova, CA
Details/Register
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Thank You to Our 2015 Sponsors!
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