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The Planner News Briefs |
January 2009 |
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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. |
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I am honored to serve the FPA of Nevada for the next two years and sincerely look forward to working with the membership and our growing board. As we put the very tumultuous 2008 behind us, we reflect on some of the opportunities and lessons that presented themselves. Our experience has been that those with a financial plan feel more on track and confident with the focus of their future goals and dreams, even during the turmoil. The emergency fund, debt management, and income protection building blocks have been tested this year and potentially into 2009 as we work through this business cycle. The volatility in the market was substantial last year and the tolerance for risk was tested as well. 2009 is a time for planning and thoroughly considering opportunities that lay ahead. It makes me proud to be a CFP® as I know a planner’s clients were more prepared for this and the rewards of that focus are prevalent in these types of markets. The association’s focus this year is getting that value out to the public and centering the FPA of Nevada as the premier organization to seek financial planning from. For our membership, we will focus on high quality programs, community awareness, and enhancing the value of your FPA membership. We are actively pursuing partnerships with community organizations, the local colleges, and other professional groups to make impact. We are grateful for your membership and friendship and look forward to the journey this year.
This month we start our new educational series. We
have gone to a quarterly format and our first educational program is on
January 28, from 8 AM-1 PM at the This quarter’s program focuses on the economy. We have three terrific speakers lined up for you. We applied for 3 CFP® CE’s Members outside Reality and the Economy—Frederick Imperial Reading your Client’s Mind—Dr Kerry Johnson, PhD State Security Audits and the Economy—Bonnie
Moore This is a half day program including continental breakfast, lunch, and plenty of networking time free to FPA-NV members in good standing. Activity fees for other FPA members $50, and non-FPA members $100. Click here for more information and to sign-up. Seating is limited and no walk-ins will be admitted. Sign-up deadline is January 23, 2009. News Briefs Pro-bono The Pro-bono Committee announced that on January 29 we will present a financial literacy course to residents of the Palladium Apartments. Residents of Palladium contacted FPA national and requested that we send a speaker who can help them get a better understanding of the economic environment and some guidance on how best to weather the storm. For more information, contact Staci or Denise. Contributing Sponsors As we begin a new year, the FPA-NV is looking for
contributing partners to help defray the cost of our upcoming programs. We
have revamped our sponsorship program to give contributing sponsors more
exposure and a better experience while helping ’Tween Programs In addition to our regular quarterly educational meetings, the Board is looking into special program to present in between our quarterly meetings to increase networking opportunities and to provide opportunity for special interest groups. We are currently exploring programs on private equity and social events. Web Site We are upgrading the look and feel of our website. You can find information on all the board members by clicking on Contacts. The site is also a good place to get additional information of interest to financial professionals and has a consumer section. We also have a Job’s board which is being revamped to make it more user friendly and valuable to Nevadans. The standard rule for putting a tax
value on estate assets is to use the fair market value on the date of death.
If the value is high enough, a federal estate tax will be due. A
long-standing exception permits an estate’s assets to be valued at an
alternate valuation date, six months after the individual’s date of death.
It’s a choice that an executor makes… Click here for
complete Article Technology Corner Information
Security Information Security is one the biggest challenges facing businesses in today’s digital world. More personal information is now stored in a digital format than ever. This information includes names, addresses, phone numbers, social security numbers, and bank account information. Large corporations and the government spend billions a year protecting theirs and our information and yet we still here news reports on how that information was compromised or stolen. For small businesses that handle sensitive customer data a comprise of this information could be… Other News & Announcements AFS 2009 Call For Papers The Cousins are Back and They’re Filing Online for Social Security Benefits Michael J. Astrue, Commissioner of Social Security,
and Patty Duke, Academy Award, Golden Globe and Emmy winning actress, today
unveiled Social Security’s new online retirement application and launched the
agency’s Retire Online campaign.
Featuring cousins Patty and |
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