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The Planner News Briefs |
July
2009 |
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Dear Fellow Planners: We are now in the “heat” of summer and we hope
everyone enjoyed their Fourth of July holiday with family and friends. For the FPA of Nevada, we are continuing our education at our July 22nd quarterly meeting. We hope to see everyone there as this will be our last official CE presentation until our October meeting. Please “Save the Date,” Wednesday, October 7th, during Financial Planning Week for a special extended event in collaboration with the Gift Planning Advisors. We plan to ha= ve a number of speakers on different aspects of Estate Planning and Charitable Giving and well as a special Ethics session. In the meantime – = keep cool and we look forward to seeing you next Tuesday! July 22, 2009 We have three super programs lined up for next week’s quarterly educational meeting. Betty Mahalik will present a program on Handli= ng Client Issues During a Recession—good client management skills. Phil Downard will bring us up to date on Repor= ting Requirements and how to avoid client conflicts. And Chris Aymond will discuss how Alternative Investments For This Economy might help your clients through rough times.= This program will be at UNLV’s Reservations are required so please go online and register by Friday, 7/17. Mark your Calendar for October 7 when we will =
have a
special quarterly meeting with the Las Vegas Gift Planning Advisors. As p=
art
of our program we are planning to bring in Patrick is well known among CFP® Practitioners and a sought after speaker. You will receive a special update on the Octob= er 7 program in about two weeks as we solidify plans. We are also workin=
g with
the members in
Congratulations to Andrew Patai on his five ye= ar anniversary as an FPA member. An= drew has been an Executive Board Member and a Past President as well. He deserves our thanks for all his ha= rd work in keeping our organization vital and on-going. Again, congratulations Andrew!= Your membership in=
the FPA
of Nevada is valuable to you as a professional. When your membership is up
for renewal please don’t hesitate to renew. We are the premier profession=
al
organization in
We are urging financial professionals to oppose Proposed Modification of SEC Custody Rule S7-09-09, which expands the definition of custody to include those firms that automatically deduct fe= es from a client’s account, even if a third party custodian holds the client= ’s assets. The cost of the audit wo= uld be borne by the firm, and does little if anything to protect investors. The proposed amendments to the custody rule wo= uld make investment advisers vulnerable to a surprise audit by an accounting = firm and will add additional costs to your business with little to no protecti= on to clients. You can view the 28 page Federal Register PDF document online by clicking here. Register your comments on this rul= e by going to the SEC site here. Please Comment by = July 28 on S7-09-09
The FPA of Nevada has been working with Cathy = Hanson at Las Vegas PBS. PBS produced a weekly show hosted by Ms. Hanson called = Recession RX. Volunteers from th= e FPA-NV Chapter are encouraged to volunteer to participate. Staci Scharadin has appeared on two episodes (June 8 and July 6) where she gave sage financia= l planning advice on the air. = Click here to see the latest episode or yo= u can view all the episodes from Archive to the PBS site.
We completed the six week pro-bono Financial Literacy Series given at the Barbara Greensp= un WomensCare Centers of Excellence at St Rose Hospital in Henderson. Over 16 chapter members including two from For more informati= on or to learn how to participate in our next program, contact Denise Wilcox. Annual Exclusion Gifts=
T=
his year
the annual exclusion from federal gift tax has been bumped up to $13,000.=
A
married couple can combine their gift giving to… Click he=
re for
compete article. Other News & Announcements FPA = Anaheim 2009! On October 10-13 comes the event that the enti= re financial planning community has been waiting for: FPA Anaheim 2009.= This year the annual conference of the financi= al planning community is all about the number ten. Aside from the date, coincidentally on the tenth day of the tenth month of 2009, it is also the 10th FPA annual conference and the kick off to FPA’s 10th anniversary – b= ut it doesn't stop there. Throughout the FPA Anaheim 2009 comprehensive brochure (PDF | 4.3 MB) you will see that there are 10 great reasons to attend the year’s biggest and best financial planning conference. Crai= gslilst.org Phishing Scam You may have noticed a red marquee on our webs= ite of late. About a month ago we start= ed getting calls from people inquiring about a job they applied for on craigslist.org. The posting was an elaborate phishing scam aimed at getti= ng victims’ personal and financial information. The rub was that the perps w= ere using our URL in the scam mail. = We received over a hundred telephone inquiries from all over the country. Fortunately, most of the victims contacted us before divulging their pers= onal information to the perps. Click here for our online response. The inquiries seem to have stopped and we’ll probably remove the alert next week. <= o:p> |
Support Our Contributing
Partners—They Support Us <=
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