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Current Chapter Newsletter:
Full Day Symposium
Speakers for our Full Day Symposium have been finalized. The Chapter has
applied for 8 hours of CFP® and NC Insurance continuing education credits –
a total of 16 hours. The topics were chosen to help you better navigate your
clients through the current market conditions.
Please visit the Chapter’s Web site and take a look at the topics and speakers.
There is something there for everyone. If you have not already registered, please
do so. CE credit for less than $10.00 per hour is a bargain.
A Few Good Planners
Dexter Perry, CFP® and Jon Jackson, CFP® answered the Chapter’s call for
help. Dexter is a Senior Wealth Planner with The Providence Group of North
Carolina in Cary, NC. Jon is a Registered Principal with Ameriprise in
Raleigh, NC. The Board looks forward to working with both planners as we
begin looking at next year’s and beyond activities.
Need for Volunteers
With the addition of Dexter and Jon to the Board, there is still a net gain of
zero. We are still looking to fill the following positions:
Treasurer
Corporate Sponsor Director
Educational Program Director
Strategic Alliances Director
Community Outreach Director
Please contact any Board member or the Chapter Executive (administrator@fpatriangle.org) if you have any
interest in the above positions (duties or time commitment) or other
opportunities to help our Chapter.
Year-end Planning
Even though the Chapter’s strategic planning session is scheduled for the
fourth quarter, we have informally begun the process. Obviously, building
and retaining membership, and Board development are priority issues. The
effect of the increased membership fee to the FPA will play out over time.
Providing quality programs, and making sure they are a real value, will
continue to be a challenge. Managing the Chapter on limited resources
(people and money) will be an even greater challenge.
Since the planning of the monthly programs and the Symposia require a
huge amount of the Board’s attention, we will look at cutting back on the
number of opportunities to earn continuing education credits. Even though
the possibility of merging with the Charlotte Chapter is a last resort move, it
will be an item of discussion. The Board is looking to host an event to
promote the profession by having consumers meet with planners on a
limited basis to discuss a specific planning situation.
This is our Chapter. And obviously taking a leadership role in our Chapter is
not for everyone. However, for the rest of you, fresh ideas and a full tank of
enthusiasm are all that is needed.
Augustus Thompson
President, FPA of the Triangle
Thursday, September 11
7:15 am - 5:15 pm
Full Day Symposium
"Getting to Know Alternative Investments"
Thursday, October 9
11:00 am - 2:00 pm
Thursday, November 13
11:00 am - 2:00 pm
Click here for the complete 2008 meeting schedule.
FIVE REASONS TO ATTEND FPA OF THE TRIANGLE'S 2008 FULL DAY SYMPOSIUM
- Christopher E. Sheldon, Director of Investment Strategy for BNY Mellon Wealth Management, will lead a discussion on the presidential and November elections in the US and the changing dynamics within the domestic and global financial markets.
- Mario D. De Rose, CFA, Fixed Income Strategist with Edward Jones, will present "The Fixed Income Outlook." He will begin with an overview of the current US economy and the factors impacting it, including but not exclusive to energy prices, deficits, the Fed, the US dollar, inflation and the housing slump. He will conclude the first part of his talk with an estimation of the economic outlook going forward. Following will be a discussion of upcoming risks and opportunities in the fixed income marketplace to include the effect of insurance, diversification, call and credit risks on the market outlook going forward.
- John P. Napolitano, Chairman & CEO of U.S. Wealth Management, LLC, will present “Tales of the Tax Return and What Your ILIT Trustee Should Know, But Is Afraid to Ask.” These are two specific strategies to help you help your clients.
- CFP and NC Insurance Continuing Education Credits.
- Several unique presentations from firms representing Alternative Investments like Managed Futures, Hedge Funds, and Real Estate.
WELCOME NEW MEMBERS!
2008 has brought more than 20
new members to the Triangle Chapter. Please join us in welcoming them.
MEMBER MEDIA OPPORTUNITIES
The media frequently ask the FPA public relations department to provide access to our members’ expertise when working on stories about financial planning, industry issues, investing, and insurance. Public relations then sends an e-mail with a brief description of what the reporter wants to a list of members who have volunteered to be interviewed. If you would like to be on the list and are willing to be a spokesperson for the FPA, please e-mail Bedda D’Angelo at bdangelo@fiduciarysolutions.com for more information.
October 4-7
Boston Convention and Exhibition Center
Boston, Massachusetts
You speak, we listen.
You want high-caliber, cutting-edge educational opportunities that span the gamut of your learning needs, delivering both the breadth and depth of topical areas.
Try this on for size: FPA Boston 2008 offers 11 education tracks which host 54 sessions. Plus three inspiring keynote speakers. Plus seven stand-out super sessions. Plus six pre-conference workshop options and one mid-conference workshop opportunity. Plus one “raise the roof” session that’s sure to be the talk of the town.
New to FPA Boston 2008 is the "Best of Boston" track. Throughout this educational lineup you will find revolutionary and prominent thinkers, professors and orators from Boston's most prestigious universities. These presenters will deliver their thoughts, visions and research projects that could steer the next generation of financial planning.
Also at FPA Boston 2008:
- Earn up to 25 continuing education credits;
- Network with your colleagues in sessions, hallway conversations and evening activities;
- Find answers and solutions from hundreds of business partners in the expansive exhibit hall; and
- Reap insight from outstanding thought leaders who will challenge you to think differently.
The early-bird registration deadline is fast approaching: August 15 is your last chance to register to attend this year’s annual conference of the financial planning profession at a $200 discount off the full rate.
CELEBRATE EVERY VICTORY. PLAY IN THE 2008-2009 FPA TOUR.
When you refer fellow financial planning professionals to FPA they win by becoming connected to the vast resources and network that FPA provides. You win by not only expanding your personal network and playing an integral role in helping fellow professionals, but also by qualifying for a chance to win several fantastic prizes.
The 2008-2009 Member-Get-A-Member Program at FPA, the FPA TOUR, has been designed with you in mind.
When referring new members to FPA you can:
> Expand your network
> Grow the profession
> Qualify to win one or more of the fantastic prizes detailed below
> Enjoy recognition among your peers
PACKAGES
Birdie Package – Monthly reward valued from $10-$25 per coupon
Monthly Rewards: Refer a colleague and you will win a coupon towards your FPA annual membership dues per paid referral¹.
Eagle Package – Quarterly reward valued at $2000
Quarterly Rewards: bring in the most new, paid FPA members per quarter and you have an opportunity to win one of the following prizes:
a.) $2,000 in free gas
b.) $2,000 Weekend Getaway with a guest
c.) An all-expense paid trip to FPA’s Annual Conference²
Double Eagle Package – Annual reward valued over $6,000
Annual Rewards: We keep the momentum going… the FPA member who has referred the most new, paid FPA members between June 1, 2008 and May 31, 2009 will win an all expense-paid trip to the Mexican Riviera!
You choose your vacation in paradise:
a.) Puerto Vallarta
b.) Ixtapa
c.) Cabo San Lucas
“You must play boldly to win.”
Arnold Palmer
For more information or to submit referrals, visit www.ReferFPA.org
Sincerely,
Jaleen Edwards
Membership Marketing Director
Financial Planning Association
¹ $25 for each new professional member and $10 for each new student member or international member.
² FPA will pay for FPA Annual Conference registration, airfare and lodging for the winner to attend FPA Boston 2008 or FPA Anaheim 2009.
