FPA-NV
www.fpanv.org

The Planner News Briefs

April 2011

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.

 

Upcoming Programs

April 27, 2011 Quarterly Educational Meeting

  • 8:00 Breakfast, Networking
  • 8:30 Estate Techniques for Today's Economy
    Jason Walker
  • 9:45 Investing for Retirement/Estate
    Donald Parker 
  • 11:00 Working with Foundations for Retirement and Estate planning
    Gian Brosco
  • 12:00 Luncheon & Networking

Click here for more information or to register


 

Pat MeidellEleesa AimaqPro Bono
Audry (JB) Batiste (LV)
Patricia Meidell (Reno)

Foundation for Financial Planning Announces

We are proud to announce the first Pro Bono Financial Planning Awards presented by the Foundation for Financial Planning, Financial Planning Magazine and Source Media. 
 
The Pro Bono Financial Planning Awards recognize the unselfish efforts of financial planners and advisors who have contributed their time and talents to helping those in need take control of their finances.  Honorees will be announced in the August issue of Financial Planning magazine and online at financial-planning.com and foundation-finplan.org.

 

Awards will be presented in two categories. 

 

A Pro Bono Planner of the year award will be presented to a financial planner/advisor who has made a leadership contribution to a nonprofit organization by arranging for the group to receive dedicated professional financial services, including pro bono advice and financial life skills.

 

Another award will be presented to the Pro Bono Team of the Year, recognizing a group of financial planners/advisors (office, practice, chapter) for their involvement in providing pro bono advice and/or financial life skills activities to underserved populations in partnership with community-based organizations.

 

Two awards will be presented in each category - one winner and one honorable mention. Grant awards will be given to the non-profit organization in which the winner and honorable mention are engaged to provide continued support of financial skills outreach.
 
Deadline for Entries is May 1, 2011

 

For more information and to access the online nomination form, visit www.financial-planning.com/probonoawards


Membership
John Dubé

Update Your Profile at FPAnet.org/Professionals/Membership

It only takes a minute and when you do, you strengthen your connection to the many valuable member benefits that come with FPA membership. As a member, you can:

GROW

  • Network online and in person
  • Get involved at the national or local level
  • Attend an FPA conference

LEARN

  • Earn up to 18 FREE CE credits annually
  • Expand your knowledge with the Journal of Financial Planning
  • Access timely industry research through the Research Center

SUCCEED

  • Tap into timely resources, including our cutting-edge online Practice Management Center
  • Enjoy members-only discounts on FPA products, conferences and events
  • Take advantage of members-only savings through the FPA Member Advantage Program

Update your profile by 4/30/11 and you’ll automatically be entered to win a complimentary registration to FPA Experience 2011 in San Diego, California. Don’t miss your chance to enter, update your profile today at FPAnet.org/Professionals/Membership, then select "Edit Profile" located on the left hand side of the screen. Some restrictions may apply.


Jackie ThornhillBusiness Development
Jacqueline Thornhill

Nominate, Recognize Your Extraordinary Colleagues 

 

Individuals who do exceptional work in our community deserve to be recognized. That's why the FPA® wants you to nominate an individual or an organization that is doing extraordinary work in the financial planning community to receive the 2011 Heart of Financial Planning Award. The award honors individuals and organizations that have made the biggest difference for the financial planning community and/or the public while upholding and promoting FPA's Core Values. The recipient will be recognized for their service at FPA Experience 2011, the organization’s annual conference in San Diego this fall.

How can you get involved? It's simple. Nominate an FPA member, financial planning firm, FPA chapter, business person, professor, journalist, or any other organization or individual you believe has consistently performed outstanding work that contributes to the financial planning community and/or the public.

What makes a nominee extraordinary? Nominees should demonstrate leadership, competence, integrity, relationships and stewardship.

The deadline for nominations is June 3, 2011. Download a nomination form or submit a one- to three-page letter that includes:

 

  • Detailed description of what sets your nominee apart and makes them rise to the top. Tell us what extraordinary work your nominee is doing – include specific examples.
  • The nominee's actions that contribute to or give back to the financial planning community and/or the public.
  • The nominee's excellence in demonstrating FPA's Core Values.
  • Your affiliation with the nominee.

Send your nomination letter via e-mail, mail or fax to:

Heart of Financial Planning Awards
Financial Planning Association
Suite 400
4100 E. Mississippi Ave.
Denver, Colo.  80246

Fax: 303.759.0749


Support Our Contributing Partners—They Support Us


 

Gift Planning Advisors

 



Nevada Trust

 


 

Open Letter

April 28
"Schmooze"
Meet and Greet

Finance Students
Business Leaders

For more information or to reserve booth
(by April 13)

Contact Robert Torres
(702)-767-5058
fma.unlv@gmail.com 

click here for letter

 


 Retreat


 

FPA-PAC


 

Logo


 

 

 

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.

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©2008-11 Financial Planning Association Nevada Chapter
1930 Village Ctr Cir #3-396 • LAS VEGAS, NV 89134 • 702-473-1153

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