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The Planner News Briefs |
December 2010 |
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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.
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Dear Fellow Planners: It’s hard to believe that the end of the year has arrived already – with many financial gifts from Congress such as tax cuts for the New Year! For me, I have come to the end of my term as President and I would like to personally thank my entire Board for serving with me this last year during one of the toughest economies we’ve had in years. Despite that, we accomplished much. Our Pro Bono chairpersons in both northern and southern Nevada held numerous events which provided timely and strategic advice for people struggling with financial decisions. We had tremendous continuing education programs in both northern and southern Nevada including an all-day collaboration with the Gift Planning Advisors in Las Vegas at the end of October. Programs were also re-started in the Reno area on a number of topics including Ethics. At this time I turn over the reins of the FPA of Nevada to Gregory Crawford, CFP® in Reno, Nevada with Jackie Thornhill, CFP® as President Elect in Las Vegas, Nevada. I believe we have a strong board going forward as our economy improves and we continue to help clients with financial planning. Please stay tuned as our first quarterly educational event scheduled for January 26th in Las Vas looks tremendous – with topics ranging from understanding the new health care program to Joe Murtagh’s view on whether America is truly free. These are only the beginning of what looks to be a great year for the organization. In the meantime, I would like to wish everyone a very Happy Holiday Season and a New Year filled with much peace and prosperity. I look forward to seeing you all in 2011! Greetings from the President-elect Dear FPA of Nevada Members: At the recent FPA Leadership Conference in Denver, it was exciting to meet and share stories with chapter leaders from around the country. Different chapters have different local economies and challenges, and have developed creative ways to overcome these issues. Obviously, our great state of Nevada has seen more than its fair share of challenges as of late. Jackie Thornhill and I were very popular people at the conference as many others from around the country were curious about the economy and how we were doing in the heretofore recession-proof “Silver State.” We gathered several ideas and strategies for initiatives for 2011 FPA Nevada while at the conference, but we also would like your input. The Board will hold our strategic planning meeting January 7, 2011 in Las Vegas. Please email me your ideas at greg.crawford@snwmllc.com and I will make sure all ideas from membership will be brought to the table. Initial 2011 FPA of Nevada objectives include: Developing a “Financial Planning Day” in both northern and southern Nevada for October, 2011 Developing student chapters of the FPA at the University of Nevada in Reno and Las Vegas Increasing Sponsorship of the FPA of Nevada programs and events While this may seem aggressive given our economy, FPA National has many resources available to us to help us in 2011 once our goals are finalized. Personally, I had forgotten how many useful tools there are on the FPA website, for the chapters, practice management and professional development. If you haven’t been to www.fpanet.org recently, it is worth another visit. Lastly, we all owe a great deal of gratitude to our chapter executive, Denis Filangeri and the volunteer board members who work to make the FPA of Nevada successful. As special thanks is also due to Jocelyn Holzwarth, whose efforts as President held our group together during extreme economic distress. Without her efforts we would not have the opportunity to think strategically again as a group as we head into 2011. Happy New Year everyone! Greg Crawford, CFP®
Upcoming Programs Our next program is will be of interest to all who practice in financial services, law, accounting, and insurance. You won't want to miss this program as it will bring significant insight to changes which will have profound effect on our clients and how we do business.
Seating will be limited so please sign-up early! Click here for more information Save the Date for our upcoming Quarterly Educational Meetings: April 27, 2011 We are also planning several 'Tween meetings in Las Vegas and educational sessions in Reno/Tahoe dates, venue, and programs to be announced later.
Thank you very much for your help and feedback during 2010, which turned into one of the most eventful in our industry from a regulatory perspective. The FPA, along with the CFP Board of Standards and the NAFPA lobbied heavily to influence the reform wave in our industry. Many of you gave the FPA of Nevada and FPA National feedback, and wrote to Congress to explain our viewpoints. We thank you very much for this effort and hope that you realize these types of grassroots lobbying efforts, combined with the coordinated efforts of FPA National, are very effective in influencing regulatory outcomes. One aspect that is of particular interest to our membership is the provision of The Dodd-Frank Financial Reform Act which switches registration as an investment advisor from the SEC to State Registration for firms with assets under $100 million. The deadline for this switch is July 21, 2011. To facilitate those impacted by the switch, and to explain other issues influencing Nevada Registered Investment Advisors (including the new ADV Part 2), the Securities Division of the Nevada Secretary of State has scheduled two workshops in January: January 28, 2011 – Las Vegas, 2:00PM – 3:30 PM For location details and to RSVP, which is required, please call Securities Division of the Nevada Secretary of State at 702-486-2440 and ask to speak with Stacey Roter or Terry Sanchez. Seating is limited, so an RSVP is required to attend. The FPA of NV cannot handle RSVPs. As we move forward into 2011, we will continue to provide information to our members, and provide ways in which we can impact our collective future. Thanks again for your input and continued support of the FPA and efforts to influence our industry.
Congratulations to Michael J. Klaich, CFP® (Reno) who has completed his 10th anniversary as a member of FPA.
Multiple Wills When actor Gary Coleman died in May from a brain hemorrhage at age 42, he had an estate plan in place. In fact, it appears that he had three of them. Coleman apparently had a... Click here for complete article Other News & Announcements We have openings for participating partners for our upcoming programs and events. To learn more about our participating partner program, please go to our website at: http://fpanv.org/PartnerBenefits.htm.
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