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The Planner News Briefs |
July
2008 |
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“Coming together is a beginning. Keeping together is progress. Working together is success.” – Henry Ford Teamwork, on all levels, has brought our chapter to new milestones and promises to take us to new levels. From my short tenure with the FPA of Nevada, I have witnessed this first hand. First, I would like to welcome Denise Wilcox to our Board as the Public Relations Chairperson. She is not new to volunteerism with our chapter as she currently serves on the Pro Bono Committee as well. Having taken her own business to new heights through extensive PR and publicity, we are excited to see what she has in store for our chapter! With the expansion of our chapter to include the
entire State of Did I mention our Wine Tasting Social? Eleesa Aimaq, Membership Director, has been working diligently to put together a fantastic wine and cheese tasting event coming up on Thursday, July 31st. This is strictly a social event and is open to members and their spouses, clients, allied professionals, or anyone else that would like to participate. There is limited space, so please RSVP as soon as possible. You will receive an email shortly with all of the details. Not that our Board has a one-track mind, but don’t forget Martinis With The Mayor! At the conclusion of the Sin City Symposium, Mayor Oscar Goodman will be sharing his tips on his favorite concoction and spending some time with our group. If you have had the pleasure of meeting with the Mayor, you know this is certain to be a good time. If you have not, it is worth the price of admission. And don’t forget our annual I hope everyone has a great summer and look forward to seeing you over the coming months at our exciting events we have planned. |
September 19, 2008 Early Bird
Registration Ends 8/22/08 Support Our Corporate Sponsors—They Support Us |
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Upcoming
Programs by Judy Moore, CFP® We normally are dark in July, but this month we have three programs on tap. Main Event Seating is limited so you must register by July 19. July 21,
2008, 8:30-10:30 AM
Sundvick Legacy Center is offering a free Educational Workshop on Estate Planning Essentials given on July 16 and again on July 30. Click here for more details. Let’s Party! We are having a Wine Tasting and Networking party on July 31, 7:00 PM in support of our Pro-Bono Programs. This is an excellent opportunity to bring your spouse, favorite client, or other guests to sample and learn about some vintage wines guided by a professional sommelier. The Wine Tasting and Networking party will be held
in the Party Room at Lee’s Discount Liquor on Registration is limited to 60 people so sign up now. There is a $20 donation that will be used for FPA-NV’s Pro-bono programs. Lee’s is giving each attendee a $10 discount coupon to use in their shop. Click here for more information and to sign up. 2009 Programs The program committee is getting ready to convene to work on our 2009 programs. If you would like input into the kinds of programs we offer in 2009 or to serve on the program committee, please contact Judy Moore or the chapter administrator. The fist annual Sin City Financial Symposium is
scheduled and ready to roll. Online registration is open and the early bird
registration ends on August 22. So sign up now! Click here for more information or
to register online. We still have some openings for sponsors. If you or
someone you know would like to be a sponsor of the symposium, please have
them contact the chapter
administrator. |
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"Estate Tax Deferral" The hardest part about meeting estate tax obligations often is coming up with the necessary cash within nine months of a decedent’s death. The problem may be most acute when an estate includes... |
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