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The Planner News Briefs |
January 2011 |
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Happy New Year and 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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Happy New Year! Your FPA of Nevada Board of Directors met in Las Vegas on January 7th to finalize our chapter goals for 2011 and to begin an implementation strategy. Our chapter goals adopted for 2011 include:
Financial Planning Day is a national pro-bono event held each October, which features planners from the Financial Planning Association® and Certified Financial Planner™ professionals, volunteering their time and expertise to work with Nevada residents one-on-one to address important financial issues. Developing student chapters is a relatively new initiative that is gaining momentum across the country. FPA's student chapters seek to provide students the opportunity to learn about financial planning, have exposure to financial planning professionals, obtain internship and employment opportunities and develop leadership skills. Currently, neither UNR nor UNLV have such chapters. Last, but not least, we are leveraging our relationships with potential chapter sponsors to develop evening programs for our membership, with a particular focus on business and practice development. These will be in addition to, and not in place of, the quarterly CE-orientated meetings. If you have an interest in the above topics, or have a potential sponsor in mind for one of our new meetings (approximate commitment of $500), please email me at greg.crawford@snwmllc.com for more information and details on how you can help the FPA of Nevada. Again, Happy New Year! Greg Upcoming Programs Our next Quarterly Educational Program will be on January 26. If you were born before November 2010, you will recognize that our speakers will be addressing the hot buttons of the 2010 mid-term elections and how they impact you, your practice, and your clients. You won't want to miss this program. Impact & Implications of Patient Protection and Affordable Care Act - Social Security Update - Rita Meier Impact of the Financial Crisis on the Principles of Financial Planning - Joseph Murtagh (click here for more information on The DreamSpeaker™) Click here for more information or to register
Congratulations to Scot Fairchild who is celebrating his 15th anniversary as a member of the Financial Planning Association. Celebrating their fifth anniversaries are: Kenneth Bickford, Richard Rainone, and Sheldon Rosenberg.
I have been assigned by the Board to investigate starting up a student chapter at UNLV and/or the other schools of higher learning in town. If you have any contacts in the finance area at UNLV or another institution, please let me know. The Clark High School Magnet program is always looking for one-on-one mentors for their students. The time involved is brief and flexible. I continue to enjoy the company of a mentee/student. It has been a lot of fun and very rewarding to see them grow and progress. If you have any interest and might like to hear what this entails, give me a call.
The Magnet program is also looking for summer internships for their students. We received the following from Sonja Brouwers:
This is a terrific program, and if you can help, you will very pleased with the outcomes. Eleesa Aimaq 702-275-1940
The Board of Directors held a special planning meeting on January 7 to establish its goals and plans for 2011 and to establish committees in order to achieve those goals. The Board is very excited about the opportunities for 2011 especially in establishing new programs such as Financial Planning Day and its Business and Practice Development program (formerly 'Tween - meetings). If you would like to serve on any of the standing committees or would like more information, please send an email to exec@fpanv.org.
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