FPA of Charlotte February 2021 Newsletter

Let's Change Tomorrows. Let's Start Today

Greetings!

Well, Punxsutawney Phil has predicted six more weeks of winter. Thankfully the FPA has a host of remote opportunities for you. On the docket in March we have:

March 2 – join us and learn more about insurance lines that can benefit your business and clients
March 16 – go deeper into how your clients experience trust and what you can do to help move them towards increasing trust

You can register for these events HERE.

I’ll close with a thank you to our sponsors. Invesco, one of our sponsors, was kind enough to provide CE programming in January. A big thanks also goes out to Foundation for the Carolinas, MSI, Osterweis and Fairway Mortgage for opting to sponsor our chapter in 2021. Even during the uncertainty of Covid, these sponsors continue to support our chapter through their monetary and intellectual contributions.

Thank you for all you do for this Chapter and your clients.

Best,

Geoff Owen

FPA Charlotte 2021 President

PRO BONO SUCCESS

Todd Curry and the Pro Bono Committee have just completed a very successful pro bono project with the NC Council on Economic Education where they paired teachers with advisors to go over questions the teachers had about their financial plans for the future. Fifteen advisors donated more than 26 hours of their time to help more than 30 teachers.

The committee plans to offer this program again later in 2021. If you are interested in participating, please email Todd.

The Carolinas FPA Symposium:

The Reinvented Planner - The Future of Financial Advice

Mark your calendars for October 21-22! The symposium will be held in conjunction with the Triangle and South Carolina chapters. Plans are being made for this event to be held virtually OR as a hybrid event, depending on the state of COVID at the time.

Let's Connect

FPA Connect is your primary peer-to-peer online community that is professionally moderated and compliance-friendly. Pose questions, see what other advisors are doing and more!

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What's Happening at FPA

February's Take 5 is filled with timely articles including a message from Skip Schweiss, CFP®, AIF® on Adapting to Change and Becoming a True Profession.