Newsletter

May 2019 Print

Chapter Newsletter

May 2019

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FPA CE Day

A huge thank you to all that attended our May CE day. We had a great day of presentations and we hope that everyone walked away with new information!

If you attended our meeting, please take a few minutes and let us know what you thought. Your feedback is important as we plan our future meetings.

We look forward to seeing everyone at our next meeting on Thursday, July 25th!

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Employment Opportunity

Now Hiring Certified Personal Financial Counselors in Lincoln, NE

The Personal Financial Counselor (PFC) program is seeking qualified individuals to work full-time with Service Members and their families on personal financial issues such as budget planning, credit management and debt reduction, as well as retirement and estate planning. These full-time positions are located on military installations throughout the continental Unites States and selected overseas locations.  

Click here for more information.

Zeiders is an industry leader in military and family support. Our company's reputation is based on providing top quality service with exceptional, dedicated employees. This approach has earned client confidence and repeat business from satisfied customers. Headquartered in Woodbridge, VA, Zeiders’ employees support clients worldwide in behavioral health, military family resiliency, work-life education programs, and related services. We seek individuals with strong passion for what we do and our commitment to quality service.

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FPA NexGen

Calling all NexGeners! The 2019 FPA NexGen Gathering will be held June 2-4 at Loyola University in New Orleans. Join some of the best and brightest young professional from around the country as you learn from experience planners, share your ideas with colleagues and hear from professional ambassadors covering topics and issues that matter most to young planners.

Want to know more? Click here for more info.

ALSO -- If you would like to be a part of FPA Nebraska's NexGen group - let us know!

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FPA News

On April 16, FPA announced the Second Iteration of the OneFPA Network Draft Plan and the start of the 45-day comment period, which runs through May 20. This is your chance to review the second iteration and voice your comments and questions. Resources to help in understanding the second iteration are available on the OneFPA Network website, including a summary of the second iteration.

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Member Benefit

Difficult Conversations Series

FPA has partnered with the Financial Therapy Association to offer training that prepares practitioners for working with clients through life-changing situations. Build new skills and earn up to 3 CFP CE credits.

Learn more here.

New Study: The War on Stress 2019

New research from FPA, Janus Hednerson Investors and Investopedia explores the issues of stress among financial advisers and investors, its causes and what can be done. The study reveals that 71 percent of financial advisers and 63 percent of investors are currently experiencing moderate or high levels of negative stress and those feelings have intesified over the past 12 months.

Learn more about this new resarch and access tools and resources to help you, as a financial professional, cope with stress both personally and professionally.

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Welcome New Members

Welcome to the following individual who recently joined FPA of Nebraska!   

First Name Last Name Company Name City
Michael Stutzman   Papillion

 

We would like to congratulate the following individuals for celebrating milestone anniversaries with FPA!

Curt Bohn -- 5 years

Rick Morehouse -- 15 years

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Calendar of Events

July 25 -- FPA July 2019 CE Meeting @ Quarry Oaks

October 15 -- Wealth Management Conference @ Creighton University Heider College of Business

October 16-18 -- FPA Annual Conference @ Minneapolis, MN

*November 8 (Please note - the meeting date has been moved up one week) -- FPA November 2019 Insurance Ethics CE Meeting @ Quarry Oaks

 

FPA of Nebraska     @FPAofNE

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