Newsletter

June 2018 Print

Chapter Newsletter

June 2018

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Meeting Reminder

Watch for information coming soon about our next meeting at Quarry Oaks Golf Club on Friday, July 27.

Speakers and topics will include:

Inherited Farmland – Financial Planning Implications -- Allan Vyhnalek, Extension Educator, UNL Agricultural Economics

Financial Planning for Veterans -- David Olney, Care Advocate, Olney & Associates

Estate & Financial Planning for Clients w/ Chronic Illness -- Martin Shenkman, CPA, MBA, AEP, PFS, JD

Planning with Non-Grantor Trusts under TCJA -- Martin Shenkman, CPA, MBA, AEP, PFS, JD

Mark your calendar and plan to attend!  Complete details and registration information will be coming your way via e-mail within the next few days. 

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Special Event

The FPA of Nebraska is teaming up with the Omaha Storm Chasers for a night of fun and baseball on Thursday evening, August 2nd!  We’ve reserved the park’s 3rd base party deck for FPA of Nebraska members and their guests.  In addition to a game ticket, each registration includes a complimentary Country Style dinner buffet.

Registration fees are:

  • FPA of Nebraska Members -- $10 *
  • Prospective New FPA Members – No charge!
  • Family Members/Significant Other -- $15

Space is limited and pre-payment is required.  You can register and pay online OR click here to download an order form.  We hope to see you there!

* The $10 fee is non-refundable, but will be redeemable for 2 free drink tickets the night of the game

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Member Benefit

Learn how FPA has the backs of CFP® professionals

A cornerstone of any profession is the willingness of those in the profession to have their voices heard on those policies that impact them.  

And, a key benefit of your FPA membership is your Association's myriad of advocacy efforts and initiatives designed to provide a unified voice for CFP® professionals and all practitioners as we look to build the financial planning profession.

Check out the following links to learn about FPA’s current advocacy priorities -- learn about the FPA PAC -- the FPA Legislative and Regulatory Issues Committee -- and the FPA Member Advocacy Council

What’s trending now in investments for financial advisers?

For the fourth consecutive year, Exchange-traded funds (ETFs) are proving to be the most used/recommended investment options by financial advisers. While ETF use continues to soar, cryptocurrencies are among the least used or recommended investment options. These and other trends are uncovered in the 2018 Trends in Investing Survey report by FPA and the Journal of Financial Planning. View the report and see where your peers are investing now and where they will be investing in the coming year.

FPA Coaches Corner Spotlight: “How PR Can Win Financial Planners Business”

Join Mike Byrnes of Byrnes Consulting and FPA Director of Public Relations Ben Lewis for an interactive discussion on building a public relations strategy to increase your
personal and business brand awareness. Learn how you can harness the power of public relations in your practice in core areas, including media engagement and social
media. You will also be able to get answers to questions about your public relations strategy. This live event will take place on July 12 at 3 p.m. Central Time.  Register now.  

 

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Your Feedback Wanted!

The SEC is proposing three new rules and interpretations that will impact the work of financial planners and the clients they serve.

To collect member sentiment on the SEC’s proposals, FPA is asking members to provide some feedback on the SEC's proposed rule making.  If you have not already done so, please take a minute to offer your thoughts by clicking on the following link:

https://www.surveymonkey.com/r/FPAInputonSEC

The feedback you provide will be shared with the Financial Planning Coalition, of which FPA is part, to help guide the Coalition’s official comment letter that will be filed with the SEC.

 

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Welcome New Members

Welcome to the following individuals who have recently joined FPA of Nebraska!   

First Name Last Name Company Name City
Shannon Berry Ameritas Lincoln
James Christensen Ameritas Omaha
Sara Clegg Southwestern Investment Group Gretna
Chandelle Davidson Foster Group, Inc. Omaha
Christopher Jolovich New York Life Omaha
Leslie Miller U.S. Bank Wealth Management Omaha
Thomas Pargett Creative Planning Group Omaha
Andrew Rehmann Morgan Stanley Wahoo

Getting the Most Value Out of Your FPA Membership?

Regularly updating and adding information to your FPA Member profile helps FPA deliver information and resources that help you get the most value out of your FPA membership.

›› Login to MyFPA to Update Your Profile Today

Sign Up for Automatic Renewal & Receive $50 Off Your Next Membership Renewal

Reduce your carbon footprint and receive $50 off your next membership renewal.

›› Save on Your Membership and Sign up for Auto Renewal 

 

 

 

 

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Calendar of Events

Friday, July 27 -- CE & Professional Development Programs at Quarry Oaks

Thursday, August 2 -- Night With the Omaha Storm Chasers - Membership Social Event at Werner Park in Papillion

October 3-5 -- FPA Annual Conference in Chicago, IL

Wednesday, October 17 -- 2018 Wealth Management Conference at Creighton University

October 19-24 -- FPA National Residency in Denver, CO

Friday, November 16 -- CE & Professional Development Programs at Quarry Oaks

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