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The Planner News Briefs |
February 2010 |
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Greetings Dennis: | |
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Dear Fellow
Planners:
With Presidents’ Day behind us and the
Olympics underway, we are now turning our attention to what the new decade
will bring. With all the
recent political upheaval, questions still remain concerning the economy,
market volatility and the national debt – not to mention global concerns
and whether we will have any estate tax reform. So for the time being, it makes it
a very interesting time to be planners. Of course we do what we’ve always
done; identify client’s objectives and give sound financial
advice.
On the educational front, we continue
with the second session, Investments and Retirement Planning of the
“Fiscally Fit” financial series at the Barbara Greenspun Women’s Center,
our pro-bono education program.
Our February session was well attended despite our rare rain
event. The final initial
program featuring Insurance will be held on March 9th. See below for more details and to
volunteer.
We are also planning for our second
quarterly meeting to be held on Wednesday, April 28th. Be sure to mark your calendars for
this as well as upcoming ‘Tween
events. We hope that your year is off to a good start and we want you to know that the FPA of Nevada is here to provide support, education and outreach. By partnering together, we can strengthen alliances and expand our reach. I look forward to seeing you at our upcoming events. Upcoming Programs
The Financial Planning Association of Nevada is planning a ’Tween networking event on March 30, 4-7 PM. Professionals from the areas of financial planning, accountancy, family law, and divorce and alternative dispute resolution in the Las Vegas area will be invited to participate, review some of the current "hot financial topics," and develop future case relationships. We are still working out the venue details and it would be helpful to know how many folks would be interested in attending this special event. Please send an email to exec@fpanv.org for more information and to indicate your interest in participating. We plan to apply for one CFP® and CLE credit for this event. This will be a wine & cheese event. If you or your company would like to sponsor this event, let us know so we can appropriately advertise your participation as well.
Save the date. Our next regularly scheduled educational meeting will take place April 28, 8 AM - 1 PM at the UNLV Tam Alumni Center. We are currently lining up the program and speakers. Check the website for updates.
The next Fiscally Fit Public Financial Literacy Program, "Risk Management and Insurance," will be held on March 9, 6-8 PM at the Barbara Greenspun WomensCare Center in Henderson. Please contact Eleesa Aimaq for more information. News Briefs
Jason Walker Elected to Board We are happy to announce that Jason Walker, Esq, of the Law firm of Jeffrey Burr and Associates has been elected to the 2010 FPA of Nevada Board of Directors. Jason has been a member of this chapter since 2008. Jason also serves as a Director of the Society for Financial Service Professionals. We look forward to Jason's leadership in helping expand and improve the services we provide to our members and the community.
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Other News & Announcements
Gift Planning Advisors (GPA) Sets Conference Date The Gift Planning Advisors of Las Vegas has formally incorporated in the State of Nevada as a not for profit educational corporation. Dennis Filangeri has been elected to its Board of Directors and will serve as the Treasurer for this year. One of GPA's first orders of business was to set the date of its annual educational conference for October 27, 2010. The conference will again be held at the Donald W Reynolds Scout Resource Center on Paradise Rd in Las Vegas.
Find us on Facebook We now have a page on Facebook which will allow the whole world to follow what we're up to. This will help the public become more aware of our social programs as well as put us in contact with other advisors who will help improve our professional programs. Participation in social networking also improves our positioning in search databases. If you aren't already on Facebook, why not join now. If you are on Facebook, then become a fan of our page.
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President’s Message
