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The Planner News Briefs	March 2009
Greetings: Victoria, 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.
President’s Message Staci Scharadin Dennis Filangeri and I recently visited with several members in Reno to strategize on FPA of Nevada’s goals and visions. It was an exceptional meeting and participants were energized. Members outside Las Vegas will be joining our meetings via audio/video stream. Greg Crawford is keeping us up to speed on government affairs and is influential in the state wide initiative to prevent Nevada retirement plan providers from having to become trust companies. Several of the northern Nevada advisors are interested in getting actively involved in our chapter’s pro bono initiatives, sponsorship, and other planned programs to round out our statewide chapter. We are looking forward to our newest pro bono partnership with the Barbara Greenspun WomensCare Centers of Excellence and encourage each of you to participate in educating the community during these tough economic times. FPA National has posted its latest chapter leaders’ conference call on the financial state of the FPA which address and the health of our national association. You can hear the conference by clicking here and logging on. We look forward to our next quarterly meeting on April 29th! See you there. Upcoming Programs by Judy Moore, CPA, CFP^® As you know we have gone to a quarterly educational meeting program. Each quarterly program is centered around a current theme. Mark Your Calendars! April 29—Retirement and Estate Planning Tools and Techniques for this Economic Environment—Program includes an interactive case study that you won’t want to miss. July 22--Principles of Financial Planning & Investments. October 22—Financial Planning Week—CFP^® Ethics and Annual Tax Update Program. Visit our program calendar online for updates—click here. We are also planning special ’Tween programs to enhance your FPA of Nevada membership benefits. Members in good standing will be notified by email of upcoming events. The Estate Planning Council of Northern Nevada has invited us to participate in their upcoming Professional Conference RAISING THE ESTATE-PLANNING BAR. As a member of the FPA-NV you can save $25 if you register by March 31. Click here for more details and registration form. Career Development John Dubé, CFP^® We would like to facilitate opportunities for members to share what they learn from other professional and trade associations. Each year, many of us attend the FPA International Conference, the FPA Retreat, the Million Dollar Round Table (MDRT), or broker dealer related conferences. We would like help create an opportunity for members to network before, during and after the conferences and to share what they learned with our membership. Please email me (john.a.dube@ampf.com) with the names and dates of the conferences you will be attending so we can help put you in touch with other attendees. Membership Eleesa Aimaq, CLU, ChFC Congratulations to Denise Wilcox, a five year member of the FPA. Denise also serves on the Board of our Association as our Public Relations Chair. Some Additional FPA Member Benefits: Introduce a prospective member to the FPA and their lunch is free (They or you save $100) through the Member-get-a-Member Program. Free webinar for FPA members: April 29, 1-2 pm EDT The Best Ideas & Strategies to Motivate Clients to Plan. Guaranteed Issue Long Term Disability coverage. Open enrollment March 1, 2009 to May 31, 2009 Associated Professionals who joined FPA last year for free may qualify for a $100 coupon towards next year’s dues when they sign up at full price this year. Sign-up and Save: FPA Retreat is coming up April 27-30 in Palm Springs, CA. If you sign up you will get a $250 voucher for future national meetings and 21.5 hours of CFP^® CE’s. Featured Article Family Foundation or Donor-Advised Fund? Fundraisers are reporting that donors have been delaying or downsizing their gifts—some even putting the brakes on their donations altogether, according to the Giving USA Foundation. It’s all about the economy. However, there were some bright spots… Click here for complete article Other News & Announcements Chapter Update Dennis Filangeri, Chap Exec. I want to thank the chapter members who continue to support the FPA and the Nevada chapter by helping us bring greater benefits to our members. In the last year, we have expanded our role in Nevada by absorbing the members of the now defunct Northern Nevada Chapter. This makes us one statewide chapter. It is our goal to make sure that all FPA members in Nevada receive maximum benefits of education, networking, and business and career development. We are working on ways to bring our amazing educational programs to all members in Nevada. We are working on expanding our community outreach through our pro-bono efforts and increased public relations program. We are also working on a Nevada opt-in membership directory that the public can access to find trustworthy local financial professionals. Thank you for understanding that in these tough economic times, it has become necessary for our chapter to join the majority of other chapters in adding a membership assessment to support our programs. One way to help minimize membership assessments is through increased corporate sponsorships and online advertising. If you know of financial professionals, product and service providers, who are trustworthy and reliable and who would benefit from becoming a contributing corporate sponsor, please send me an email with that information. For those of you who paid your special assessment, thank you. For those who haven’t yet made your payment, we wish you well and hope you will soon be in a better financial position to reinstate your membership to good standing. FPA-PAC	Support Our Contributing Partners—They Support Us
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