|
The Planner News Briefs |
Oct=
ober
2009 |
|
|
|
|
Dear Fellow Planners: All I can say is “WOW”! The FPA of Nevada celebrated Financial
Planning Week in style with proclamations from This was the BEST Ethics session I have ever
attended. Patrick spoke about th=
e 8
thinking errors that wreck a career and lead to unscrupulous practices. As we move into the fall and help clients with= those last minute tax filings, we can keep in mind what we just learned and beg= in to look forward to next year. St= ay tuned to hear about our future events and what’s shaping up for 2010! Upco= ming Programs For those of you who missed the ethics program=
on
October 7, we are offering another opportunity to make up your ethics
requirement in The program will be on October 28, from 1:00-3=
:00PM
at Bill McCraley’s office at Morgan Stanley, For more information or to register for this program, click here. The Board is planning it’s annual strategic pl= anning meeting for November 1 and would welcome any ideas and suggestions from y= ou for programs you would like to see presented next year.
Congratulations to Geoffrey VanderPal for bein= g a loyal member of FPA for 10 years. Applause for Mark Dreschler who has supported our organization for a whopping 25 years. Our sincere thanks to both of you and to all o= ur loyal members who support us year after year. Invi= tation to CFP Board’s Financial Planning Clinic at AARP’s 2009 National Convention in L= as Vegas CFP Board invites you to join your colleagues =
from
around the country as CFP® professionals gather to participate in CFP Boa=
rd’s
Financial Planning Clinic at AARP’s 2009 National Convention on October 2=
2-24
at the If you have questions or would like additional information, please contact Eddy Demirovic at CFP Board at edemirovic@CFPBoard.org or 202-379-2253 or visit the CFP Board website at www.cfp.net.
Phillips Hinch of FPA reports: “Congressional leaders are talking about passing a one-year extension of current estate = tax law to prevent its repeal in 2010. This would freeze the current exemptio= n of $3.5 million and 45-percent rate. While this solves the carry-over basis problem for next year, it does not address the on-going issue of changing rates, exemptions, and the laws uncertain future, which will result in significant and unnecessary costs to many Americans in additional planning costs. Once Congress starts extending provisions of t= he tax code, it too easily becomes the norm. While the tax-writing committees are deeply involved in the healthcare debate, it is crucial that the estate t= ax problem not be forgotten. The best solution is a permanent solution that allows taxpayers to make long-term plans and stick with them.” Click here for more information: htt= p://www.fpanet.org/GovernmentRelations/GrassrootsEfforts/. The Financial Planning Coalition is holding a webinar to provide more information about time-sensitive developments in = Congress regarding the Coalition’s proposal. Financial Planning Coalition Webinar, Monday, October 19, 2009 from 2:30 – 3:30 EDT. https://www2.got= omeeting.com/register/320818707 News= Briefs CFP®
Certificate Program Coming to 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 We will be making a decision as to whether to support this program at our upcoming November 1 strategic planning meetin= g, so if you have an interest or know of folks who do, please let us know ASAP—exec@fpanv.org. The = Gift Planning Advisors Coalition Program Huge Success! Let’s do it again… The program was moderated by the Honorable Jus=
tice
Lloyd D. George who commented afterwards, “This is one of the best one day
conferences I ever attended in southern The program speakers all received top marks fr= om the participants and the corporate sponsors where delighted with the turn-out= and quality of the program. A steering committee will be meeting in Novemb= er to formalize the coalitions and begin plans for the 2010 program. Small Cap Stocks Doug Roberts, once a Wall Str=
eet
insider, concluded that the investing public has a fundamental
misunderstanding of the impact that the actions of the Federal Reserve ha=
ve on
investments. His views on how investors can capitalize on the policies of=
the
Fed are captured in his book, Follow the Fed to Investment Success: The
Effortless Strategy for Beating Wall Street (Wiley, 2008). Here, he answe=
rs
our questions about small-cap stocks and how market conditions affect oth=
er
investments, such as… Click here for
complete article Other News & Announcements Chap= ter 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. 2010= Board Search The chapter Board of Directors has received se= veral inquiries about open positions on next year’s board. We will be reviewing all inquiries an= d get back to those interested within the next few days. If you would like an opportunity to h= elp shape the future of this chapter in 2010, please send an email of interes= t to exec@fpanv.org by Monday 10/19. 2010 Participating Contributing Partners We are opening our contributing partner progra= m for 2010. If you would like to becom= e a chapter partner, please visit our website at: http://fpanv.org/PartnerBen= efits.htm. <= o:p> |
Support Our Contributing
Partners—They Support Us |
|
Web Advertising |
If you have an item you would like posted in The
Planner News Briefs, |
|
©2008-09 Financial Planning Association Nevada
Chapter To
unsubscribe to this newsletter only reply to this email with the w=
ord
UNSUBSCRIBE in the Subject line |