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www.fpanv.org
The Planner News Briefs	Sep= tember 2009
Welcome to this edition of Financial Planning Association of 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 Messag= e Jocelyn Holzwarth Dear Fellow Planners: We hope that everyone enjoyed their Labor Day holiday!� With cooler temperature= s just around the corner, the health care debate is heating up in Washington.� What does this mean for benefits for = our small business clients; all clients for health care and the deficit at large?� It�s been a year since the stock market took its spectacular dive, and now we seem to have more questions than answers.� If you a= re looking for something positive to focus on, we hope that you will join us for our last big educational event of the year. In conjunction with Financial Planning Week, t= he FPA in collaboration with many allied professional groups is hosting our exte= nded quarterly education where FPA members can earn up to 7 CE credits!� Come and learn about special planning topics such as Business Succession with Charitable Gifting, Estate Planni= ng Techniques and Gifting Strategies in a Down Market.� In addition, you can attend the CFP� approved Ethics Course by Patrick Kuhse � former CFP�, international fugi= tive and convicted felon. Sign up now on the website.� We look forward to seeing you Wednesd= ay, October 7th!� <= /span> Upco= ming Programs�Looking Ahead Gift Planning Advisors/FPA-NV/SNEPC present �M= aking Wise Choices in a Challenging Economy� October 7, 2009 at the DW Reynolds Scouting= Resource Center 7:00 AM � 3:45 PM (up to 7 hours professional = CE credits for legal, accounting, insurance, and CFP� professionals includin= g 2 hours approved CFP� Ethics. Moderated by The Hon. Lloyd D George, JD, Seni= or Judge U.S. District Court, = Nevada. Click h= ere for more program information and to sign-up online. There are still a few sponsorship and exhibit opportunities available�click here. FPA-NV Annual Meeting will take place immediat= ely following the program. Coming to Reno For those in the Reno area who cannot make the October= 7 program, we are planning a CFP� Board approved ethics program on Wednesda= y, October 28, from 1-2 PM. If you are interested in this course, please sen= d an email to: exec@fpanv.org. <= /span> Government Affairs= Greg Crawford Thank you to all chapter members who submitted= comments opposing the proposed �Surprise Examination Requirement� under the SEC Custody Rule.� Comments from the = FPA of Nevada and other FPA chapters from around the country were submitted to t= he SEC in August. While the recent financial crisis has highligh= ted the regulatory problems in our industry, it currently appears that the de= bate over healthcare reform will overshadow other issues in Washington D.C and= the prospects and timing for changes in financial services regulation are uncertain. <= /span> News= Briefs Pension Opportunities In The Current Economy The FSP Las Vegas Chapter invites you to atten= d a lunch meeting Thursday, September 24th featuring Mark Frydman, Vice Presi= dent and Director of Operations for Lebenson Actuarial Services.= This presentation will cover the overall state= of the market, trends that have been observed, and what the current presiden= tial administration is seeking to change. For questions or RSVP respond via email to jamie@jeffreyburr.com or by phone to 702-740-3058. CFP� Certificate Program Coming to Las Vegas The FPA-NV Board of Directors is discussing the details of a CFP� Certificate Program to be initiated this spring. We nee= d to know how many potential candidates would be interested in taking a live session CFP� program. If you have an interest in taking the CFP� program, please let us know so we can determine whether this is feasible for Las Vegas. Send = an email of interest to exec@fpanv.org. Financial Planning Week October 5-12, 2= 009 We have received mayoral proclamations from Carson City, Sparks, Henderson, and Las Vegas celebrating October 5-12, 2009 as Financial Planning Week in those cities. We expect that we will also receive a gube= rnatorial proclamation as well as mayoral proclamations from other Nevada cities shortly.� Planners in those cities might want t= o take advantage of that publicity to contact their local media and possible set= up a press conference.� Let us know = if we can be of additional support. <= /span> Featured Article <= br> Falling More = Slowly There were some hopeful signs during the second quarter, but the recession remains far from over. On the plus side� Click here for complete article <= o:p> Other News & Announcements Comi= ng Soon to Reno<= /span> Kathy DiCenso, Greg Crawford, and Patricia Mei= del, are working on adapting our Financial Literacy for Women program to be presented in the Reno area this fall. If you would like more information about this program ple= ase call or email Kathy at (775) 332-0021, kathy.dicenso@lpl.com. 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. Chapter Job Bank Revamped. We have remodeled our Job Bank. Members in good standing may post positions available at their firms or seek positions on= line without charge. We also have the ability to post blind ads for those seek= ing positions. For non-members, we can post positions sought = or available, for a small monthly fee. Please check out the new Job Bank online by clicking here. <= /span> New = Feature Busi= ness Transfer Boot Camp By Len Krick, United Business Brokers Most of the members of the Financial Planning Association of Nevada have clients who own at least one business. It is j= ust a matter of time before those clients will either want, or need, to sell their business(es).� This time is approaching rapidly for the average business owner who is 65 years old or older, and is also being accelerated by the economy. According to�= Click here for complete arti= cle and Volume I of Boot Camp <= /span> FPA-PAC <= o:p>	Support Our Contributing Partners�They Support Us <= span style=3D'font-size:10.0pt;font-family:Verdana'>
Web Advertising Chapter members, place a web-ad on our consumer website pages. Click here for m= ore information.	*If you have an item you would like posted in The Planner News Briefs, email = it to editor@fpanv.org.*<= /p>
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