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The Planner News Briefs |
January 2010 |
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Greetings Dennis:
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Dear Fellow Planners: Happy New Year!
I know that many of you and your clients are pleased to begin a new
year and even a new decade.
From an economic perspective, the markets seem to have recovered
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at least 20% for 2009 and almost 60% off some of the indices lows! The challenge going forward,
especially for us here in So – what are we to do? Well, for starters at the FPA-NV, we began the year with education, continuing the “Fiscally Fit” financial series at the Barbara Greenspun Women’s Center. This year we are having a course a month for January through March, with each one stand-alone for content. Read more below and feel free to volunteer for these popular community outreach seminars. We also just held our first quarterly continuing
education event for FPA members and allied professionals. We had updates regarding Social
Security, some of the new We want to focus on YOU and your clients this year, providing the educational programs and support which can strengthen your relationships with allied professionals and clients and grow your business. Here’s to a successful and productive 2010! Our Last Program Whatever your client base, the first
FPA-NV quarterly educational meeting had something for you.
Do you have small business clients? Then you know how tight funding
is. While Small Business
Administration itself does not make loans, it does guarantee loans made to
small businesses by private and other institutions. William Wilson, CFP®,
gave a presentation on the details of the SBA 504 Loan Program, which
provides long-term, fixed-rate financing to acquire fixed assets (such as
real estate or equipment) for expansion or modernization. It is designed
for small businesses requiring “brick and mortar” financing, and is
delivered by CDC's (Certified Development Companies)—private, non-profit
corporations set up to contribute to the economic development of their
communities.
Everyone is interested in taxes, especially in this tax transition year. Our third speaker, Richard Gaskin, CFP®, took on IRS tax changes for 2009-10. Even if you don’t personally do taxes for your clients, Richard had information for you to share with them that’ll not only enhance your professional relationship with your client, but also help build bridges to our tax preparer allied professionals. This program was sponsored by Phil
Downard and Laserfiche. The FPA-NV is off to a great start for 2010! Mark Your Calendars Our next quarterly meeting will be held on the fourth Wednesday of April (4/28) in Las Vegas at UNLV TAM Alumni Center. We are lining up the speakers and topics. We are also currently working on a presentation in Reno given by NSDC by William Wilson, more details will follow shortly. Our third quarterly meeting will be held July 28 in LV at UNLV. But our fourth quarterly meeting (and annual meeting) will take place on October 27 in conjunction with the Gift Planning Advisors annual symposium to be held at the DW Reynolds Scouting Resource Center.
Our first session of 2010 Financial Literacy Program Fiscally Fit, was held on January 12, at the Barbara Greenspun WomensCare Center of Excellence in Henderson. The program was attended by over 20 participants. This initial session was co-taught by chapter members Linda Bertuzzi and Deborah Fackett. The participant evaluation of the program was very positive. The major criticism was: why don't we have this on the west side of town too? We're working on it! This program is designed as an introduction to personal finance and financial planning and is given in three sessions. the next session will be: Investment Basics and Retirement Planning presented on February 9, from 6-8 PM at the Greenspun WomensCenter. Click here for more information. FPA-PAC
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Support Our Contributing Partners—They Support Us
News Briefs The Gift Planning
Advisors
FPA Diversity Scholarship Submissions Due Feb 8 FPA's Diversity Task Force, a national volunteer workgroup, established this merit-based scholarship program to enable award recipients to attend FPA conferences to collaborate with the FPA community and promote inclusivity and creativity within the financial planning profession. To learn more about the FPA Diversity Scholarship or to apply for this year's scholarships, please visit: www.FPAnet.org/Connect/.
FPA Launches is 2010 Member-Get-A-Member Program For more information follow this link.
Estate Tax Legislative Update
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President’s Message
Are any of your clients worried
about their retirement options?
Fiscally Fit
