In This Issue
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President's Message
President-Elect's Message
Fall Membership Drive
Career Development
New Planner Recruiting
Membership
FPA National News
CFP Board Technology CE
Celebrating Members
2019 Strategic Partners
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President's Message - Karen Miller, CFP®, CPFA
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Karen Miller |
Hello Members:
Time flies when you are having fun! As trite as that is, it's true. I feel like I just started my role as FPA of Northern California (FPANC) Chapter president and yet by the time you read this, it will already be October and I'll be more than halfway through my term. Leading the chapter is really a team effort and takes the entire board to get things done.
Membership Survey
First, thank you to Landon for deciding it was time we poll the members and for creating the initial questions, and to the other board members for their input.
Also, thank you to everyone who took time from their busy schedules to participate in the recent membership survey. You can be honest...was it the chance at a $50 Amazon gift card that made you do it? In the end, it doesn't matter - the board truly appreciates your input! We have read each of your comments and will be using them to help form our strategic plans for FPANC for 2020 and beyond.
We recently reviewed the results at the October meeting but for those of you who were unable to attend, here are the findings. Our chapter covers a very large area mileage-wise compared to the Bay Area chapters: We start at the Oregon border and go southwest through Roseville/Sacramento to Vacaville/Fairfield and east to Reno, so it's a challenge meeting all of our members in person and creating ways for them to connect and find value in the organization.
Click here to read feedback from the membership survey
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President-Elect - Landon Tymochko, MBA, CFP®
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Remember how I said in the summer that the holidays would be on us before you knew it... well now they really are. There is a briskness in the air as fall sets in. Break out the Halloween costumes, and get ready for Thanksgiving!
Ok, on to the more serious stuff....
The first thing I'd like to do is thank everyone that completed our 2019 Membership Survey. (
Please refer above to Karen's summary of the results.)
This is good feedback and we appreciate you sharing it with us. As we head into next year, we will do our best to keep up the good, and try to address the things that need to be improved.
One thing we are specifically looking at to address the time and location issue is to identify alternate meeting venues in our region, and also to try to vary the meeting times. By doing so, we hope to attract members, and potential members, who may not ordinarily be able to attend Friday morning meetings in Rancho Cordova. Stay tuned, and keep sending us your ideas.
Continue reading here
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The Fall FPA Membership Drive is Here!
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At FPA, the primary goal is to elevate the profession that transforms lives through the power of financial planning, and to help us take on that challenge, we need members like you. During the month of October, we're offering 40% off the first year of membership dues, plus a FREE gift! Help spread the word! Hurry - this offer only lasts through Oct. 31! Share the following link with your network - JOIN HERE (Use code FALL40.)
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Career Development - Daryl Wong, CFP®
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When we think of matchmaking, many would think of apps such as Match.com, OkCupid, Tinder, or even the Bachelor/Bachelorette TV series. However, matchmaking can go beyond relationships to include recruiting players for recreational sports leagues, organ donors, and even finding career opportunities. Matchmaking can be as simple as matching two or more people together for a mutually beneficial purpose.
Over the course of the year, we've fielded a handful of inquiries from both job seekers and employers looking for seasonal or full-time help. Little did we know that our FPA Chapter meetings could be the hub for potential "first dates" between job seekers and employers.
We are very fortunate to have such an inclusive and supportive group at our local FPA Chapter meetings and it is apparent in each member's willingness to help one another. Afterall, we are in the business of helping people reach their goals, whether financial or career or life.
If you are in the market for a new job opportunity or are looking to hire, we encourage you to not only attend our meetings but also email us with your resume/job opportunity. We are extremely passionate about supporting our community and taking care of our members and we will work together to spread the word and connect you with any candidates we encounter. Emails can be sent to [email protected].
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New Planner Recruiting Wants to Help You Pay for School!
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New Planner Recruiter is offering a $3,000 tuition scholarship to an aspiring or current financial planning student, who has yet to complete all of the courses necessary to sit for the CFP® exam. Funds are intended to be used for Qualified Education Expenses, as defined by the IRS and will be paid directly to your higher education institution on your behalf.
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Membership - Patrick PJ Johnson, CLU, CLTC & Ray Harrison, CLU, ChFC, RFC, CEP, BFA
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THANKS to everybody as we head into the fourth quarter! As my two year tenure comes to an end, let's all support Ray Harrison as he takes over for 2020.
Please remember why you joined the FPA - business support, community, professional development and advocacy. So help us all and bring a new person to the next meeting and don't forget the allied members and NexGen's.
Thanks to all the new members in 2019, all the milestone members and all the fun at the mixers!!!
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FPA National News
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FPA National Snapshots:
The FPA
quarterly Snapshots are designed to share the work FPA is doing together in support of their mission, and to highlight the many different ways passionate members and volunteers are getting involved through the wide range of programs and initiatives available through the association. Download the Q2 report / Q3 report
Advocacy:
The 2019 FPA Policy & Advocacy Survey is now live! Your opinions are key to helping shape policy positions at FPA. Take just a few minutes to share your input on vital issues that affect your profession.
Take the survey HERE. Also, be sure to follow FPA's new Twitter account at
https://twitter.com/FPAAdvocacy
A New Group Health Plan
Exclusively for FPA Members! The FPA Group Health Plan, created and delivered in partnership with Ryan Insurance Strategy Consultants (RISC), is available exclusively to FPA members, and designed to meet your firm's health plan needs while minimizing costs. Plans are available in most states for groups of 2-50, with rates approximately 25% lower than comparable ACA plans. You can start saving now! Learn more.
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CFP Board to Grant Continuing Education Credit for Technology
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Published by
Joel Bruckenstein
on September 12, 2019
The CFP Board will now grant continuing education credit for certain technology topics, if they fall under the Board's 72 Knowledge Principal Topics. The theme must show how technology is used for the client's benefit and/ or in the context of financial planning. Practitioners must include a live session to receive credit.
Examples include:
- Strategies to protect a client's personal data and privacy
- Understanding and leveraging technology to diversify portfolios
- Cryptocurrency, Bitcoin and Blockchain
- Cybersecurity and Cybertechnology
- Incorporating robo-advising options for clients to self-manage parts of their portfolio
- Digital advice tools that allow a CFP professional to provide professional services to a client and gain an understanding of the assumptions and outcomes of the technology
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Celebrating Our Awesome Members!
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Members Celebrating Milestones 
5 Years
Jeff Ross, CFP®, Ross Financial Services, Inc.
Welcome New Members
Eric Russell Figueroa, CFP®, Litman Gregory Asset Management
Samuel Vasquez Gaeta
Jeffrey Allan Schnoebelen, Rau Financial Strategies
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Thank You to Our 2019 Strategic Partners!
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