1006

www.fpanv.org
The Planner News Briefs	June 2010
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 Message Jocelyn Holzwarth Dear Fellow Planners: With summer officially here, many planners are wondering whether the stock market will heat up for the summer as well or if we will have ongoing choppy waters with the BP oil spill, European debt uncertainty and government regulation issues. For the FPA of Nevada, we are continuing to host educational events both for the public and for financial professionals. On the pro bono front, the second installment of Fiscally Fit is being held at the West location of St. Rose Dominican’s Women’sCare Center in Las Vegas. The initial program held in Henderson in the spring was so well received that we are repeating it. The first current session, Introduction to Financial Planning, was held on June 3rd from 6-8 p.m. Investment Basics and Retirement Planning are scheduled for July 1st , and Risk Management and Insurance scheduled are for August 5th. If you know of individuals who could benefit from these introductory programs, please let them know. For financial professionals, mark your calendar for our next quarterly educational meeting scheduled for Wednesday, July 28th. Come in out of the heat and join fellow planners and affiliates for rousing discussion of current events. The last meeting was superb. We hope to see you at our next event and enjoy your July 4th holidays! Upcoming Programs Our next educational program is being put together and will be presented on July 28 at UNLV's TAM Alumni Center. Watch your email for further details. GoverNment Relations Greg Crawford PLEASE ACT NOW to send a letter via the FPA Grassroots Website to oppose efforts to strip the SEC of authority to oversee sales practices of indexed annuities. Congressional leaders debating financial regulatory reform are considering stripping the SEC of its authority to oversee equity indexed annuity (EIA) sales practices. This change did not appear in either the House or Senate bills, nor have there been any public hearings on the subject. This proposal could be considered as soon as Tuesday, so we need immediate action. Log on to the FPA Grassroots Website. Click on the Read More button under the issue labeled Oppose Stripping the SEC of Authority to Oversee Sales Practices of Indexed Annuities. Then click on the Take Action button, which will pull up the grassroots letter. Please personalize your letter by mentioning if you are insurance licensed and by sharing any client or personal story that is relevant. You might also indicate how much your firm manages in assets and the number of clients you service. More background information on the SEC and sales practice standards for annuities is available on the FPA Grassroots Website, along with directions for completing the email letters. The entire process should not take you more than a few moments. Please take the time and do it NOW. Community Relations Eleesa Aimaq Patricia Meidell Reminder, our second session of Fiscally Fit, "Investments," will be presented on July 1 at the Barbara Greenspun WomensCare Center of Excellence 7220 S Cimarron Rd Ste 195 in Las Vegas. This might be a good opportunity to refer clients or potential clients who need to learn more about the basics of investing. Come along with them. Click here for flyer. Pro-Bono Financial Coaching We are working on details for an upcoming pro-bono financial coaching program in partnership with the IRS and United Way. We are looking for CFP® practitioners who are able to volunteer time to train the coaches in basic planning techniques and terminology. Coaches, once trained by CFP® professionals, will work one-on-one with program clients to help them develop a budget and savings plan. This is a pilot project and we hope it will serve as a model nationwide. We hope to present this program in both the Reno area and Las Vegas. If you have an interest in learning more about this program or in volunteering, please send an email to: exec@fpanv.org	Support Our Contributing Partners—They Support Us Membership Jacqueline Thornhill One of our membership benefits is our Job Bank. If you have positions to offer our members or if you are discretely looking for a new position, you can post that information on our job bank. Please click this link to see which posting are current: FPA-NV Job Bank News Briefs Featured Article “Aging in Place” The percentage of Americans over 85 is growing steadily, and with it a new conundrum: Where will the elderly live? For a growing number of folks who are still healthy, the answer is ... Click here for complete article FPA-PAC
Web Advertising Chapter members, place a web-ad on our consumer website pages. Click here for more information.	If you have an item you would like posted in The Planner News Briefs, email it to editor@fpanv.org.
©2008-10 Financial Planning Association Nevada Chapter 1930 Village Ctr Cir #3-396 • LAS VEGAS, NV 89134 • 702-473-1153 To unsubscribe to this newsletter only reply to this email with the word UNSUBSCRIBE in the Subject line