January 2019 Print

Chapter Newsletter

January 2019

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President's Report

Happy New Year!

The Financial Planning Association of Nebraska is ready for a great year in 2019 and I am excited to be serving as your chapter President. For those of you that don’t know me, I am a Regional Director with Weitz Investment Management and earned my CFP designation in 2012.  I have enjoyed serving on the FPA of Nebraska’s Board of Directors for the past 5 years and I am looking forward to working with you in the year ahead.  

The FPA of Nebraska is fortunate to have a wonderful group of members and partners.  I would like to thank you for your dedication to the industry and contributions to our chapter.  You have made our chapter the successful organization that it is today.   We do have a few new members serving on the board this year and they have already contributed thoughtful ideas and an enthusiastic energy to the group.  A complete list of the Board of Directors is available on the FPA of Nebraska website, and I look forward to introducing them at our next chapter meeting on January 25th.

I hope to see you at our chapter meetings throughout the year!
Jessica Nagengast, CFP®
FPA of Nebraska
Chapter President


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Meeting Reminder

2019 Season Pass Now Available

FPA of Nebraska has a great year of programs planned for our members. A schedule of 2019 CE days is available here. Register now for the FPA Member 2019 Season Pass, which includes all six meetings, for $240!

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FPA National Event

Register Now for FPA Retreat 2019

Join the best and brightest in financial planning for an event like none other. The FPA Retreat 2019 will be held May 6-9 at the Hilton La Jolla Torry Pines in La Jolla, CA. We can't wait to see what you contribute to the FPA Retreat Story!

More information and registration available here.

Hurry - Early bird pricing ends February 8!

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Member Benefit

The Role of Annuities in Wealth Management

Rising interest rates have increased the attractiveness of annuity payouts. Longevity has increased while pension coverage has decreased, and products have evolved, including low cost, commission-free, RIA-friendly annuity options. This webinar will examine the pros and cons of using annuity income, guarantees on deferred annuities, fixed indexed annuities, and longevity annuities to maximize the ability to meet future financial goals.

Register here and listen to this webinar (free for FPA members) at 1PM Central on January 16, 2019.

Get Media Attention Through FPA: Sign Up For Media Training in 2019

FPA is hosting its next all-member virtual media training on Thursday, Feb. 21 from 3 – 4:30 p.m. CT. These complimentary trainings are open to all FPA members, and CFP® professional members who attend will qualify to take part in FPA MediaSource, allowing them to respond to reporter queries that are distributed every day. Augment your visibility with FPA!

Learn more how you can ace your next media interview and sign up for a training session today.

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Welcome New Members

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

First Name Last Name Company Name City
Hannah Entenman   Sioux Falls, SD
James Summers Senior Market Sales, Inc Omaha

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

Alan Duysen -- 5 years

Travis Portwood -- 5 years

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Calendar of Events

January 25 -- FPA Winter 2019 CE Meeting @ Quarry Oaks

March 14 -- FPA March 2019 CE Meeting @ Quarry Oaks

May 6-9 -- FPA Retreat 2019, La Jolla, CA

May 16 -- FPA May 2019 CE Meeting @ Quarry Oaks

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

September 20 -- FPA July 2019 CE Meeting @ Quarry Oaks

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

November 15 -- FPA November 2019 CE Meeting @ Quarry Oaks


FPA of Nebraska     @FPAofNE

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