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The Planner News Briefs

February 2008

Greetings
Welcome to this edition of Financial Planning Association of Southern Nevada’s monthly news brief.  In it you will find useful information about our chapter and its programs promoting the financial planning profession.

Merger News

This week your board is meeting with the board of the North Nevada FPA chapter and Regina Robuck from National to work out the final details of the merger. After the merger, we will be the FPA of Nevada and we will gain 40 members.

We are very excited about this merge as it will give the FPA in Nevada more clout in Carson City and increase the opportunities for bigger and better programs.

 

Support Our Corporate Sponsors—They Support Us

Upcoming Programs

Portfolio Strategy—Our next educational meeting will be on February 28, 2008 from 12:00-2:00 at Lawry’s. This month’s program sponsor is

Karyn Davenport and Albridge Solutions

Registration will begin next week online. It is important to register for our meetings. As we grow, we must to let Lawry’s know exactly how many guests for which to set-up and which room to place us so we are not overcrowded. Please check our calendar online for upcoming programs and click on Next Program to register for the most recent program.

 

News Briefs

Pro Bono Program - Staci is working to set up the schedule for our pro-bono in which we work with sheltered women to help them get back on their feet financially. We are also working with the Clark County Department of Finance helping them with their Summer Business Institute program.  For more information, contact Staci.

Sin City Financial Symposium – Mark your Calendar, September 19, the first annual Sin City Financial Symposium will take place at the Flamingo Hotel from 7:30 AM -5:30 PM. The Symposium Committee has selected the venue and date. They are working diligently on lining up an award winning program for you. We will soon be seeking Platinum Sponsors to partner with us to make this the premier professional education program in the west.

Financial Planning Week – Frank Joy and the Government Relations committee is exploring the possibility of providing a financial planning program on capital hill (Carson City—that is) during financial planning week, based on a model by one of our neighboring chapters. For more information contact Frank.

National Survey – Win an FPA Conference Registration - This is your chance to win a no-cost registration to either FPA Business Solutions 2008 or FPA Retreat 2008 by participating in FPA’s latest technology survey.

If you respond by February 15, we’ll enter your name into the registration drawing and you will receive a free Virtual Learning Center (VLC) archive worth one CFP Board CE credit*. In addition, you will also receive a complimentary report of the findings.

Your responses will help us determine technology challenges faced by planners, help us communicate best practices and aid in the development of next-generation financial planning tools.

Click here to take the survey or use the following address:
https://modsurv9.modernsurvey.com/mresearch/msurvey/surveystart.asp?evtid=024865F4-4296-44AB-B530-6233047EA2F0

FPA Retreat 2008, May 31-June 4 at the Hyatt Regency Bonaventure Conference Center & Spa in Ft. Lauderdale, Fla., gathers the best and brightest, blending the art and science of financial planning. Register by March 28 and save $100. Click here for more information.

Meet Your Board of Directors.  You can find information about our BOD by clicking on Contacts on our website.

 

 

Web Advertising
Chapter members, place a web-ad on our consumer website pages. Click here for more information.

If you have an item you would like posted in The Planner News Briefs, email it to editor@fpanv.org.

     

 

©2007 Financial Planning Association Southern Nevada Chapter
4616 W SAHARA #455 • LAS VEGAS, NV 89102 • 702-756-2242

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