Newsletter

January 2020 Print

Chapter Newsletter

January 2020

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President's Report

Happy New Year!

As we prepare for a new and exciting year for The Financial Planning Association of Nebraska, I would like to introduce myself, Jay Nelson, as the new Chapter President for FPA of Nebraska.  I am excited and honored to be serving such a great and dedicated group of individuals. To tell you a little bit about myself, I am the Director of Financial Planning at Nelson, Van Denburg & Campbell Wealth Management Group and earned my CFP designation in 2018.  I have only been on the Board of Directors for a few years, but I am excited to be working with you throughout the year to make the chapter as great as possible!

Our members and partners are what makes FPA of Nebraska so great and who have made our organization as successful as it is today.  I would like to thank you for your on-going commitment and contributions to improving our industry and our chapter. We 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 31th.

I hope to see you at our chapter meetings throughout the year!

Sincerely,

Jay Nelson, CFP®
FPA of Nebraska
Chapter President

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FPA CE Day

Join us at our first CE meeting of 2020 and earn up to four hours of continuing education credit! 

9:30 AM - Check-in, coffee & juice available

10:00 AM - 12:00 PM - Morning Session

  • 10 AM - Managing Student Loan Debt and Other Financial Considerations (Sarah Valdivia, Creighton University)
  • 11 AM – Retirement Plan Solutions (David Nikunen, Principal Financial Group)

12:00 PM - Lunch Buffet

1:00 - 3:00 PM - Afternoon Session 

  • 1 PM - The Importance of Reviewing a Life Insurance Policy (Eryka Morehead, Collaborative Planning Group)
  • 2 PM - Interval Funds (Mike Klisares, Bluerock Capital Markets, LLC)

For more information and to register, click here or contact Chapter Executive Katharine Kline.

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CFP® Scholarships

FPA of Nebraska, partnered with Platinum Sponsors Orion Advisor Services, Securites America and Weitz Investment Management, has awarded CFP® Scholarship Awards to three students pursuing their CFP® designation.

Three $600 scholarships were awarded to:

   

  • Emily Jameson, Barney Financial Services, Kearney, Nebraska
  • Bailey Norby, Lutz Financial, Omaha, Nebraska
  • Ryan Yamada, Carson Wealth Management, Omaha, Nebraska

The FPA of Nebraska established a scholarship program in 2004 designed to assist and recognize students pursuing their CFP® designation. The fund is affiliated through and administered by the FPA of Nebraska Foundation. Congratulations to our recipients!

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Member Benefit

Journal in the Round: Why Financial Planners Must Do College Planning

Join January’s Journal of Financial Planning contributors Ryan S. Galiotto, CFP® and Joseph Orsolini, CFP® as they discuss why college planning is a critical part of the work they do with clients. The student loan crisis has a tremendous impact on the economy and the multiple generations of families challenged by the sky-rocketing cost of college and subsequent amount of student debt. The panel will explore the current student loan/student debt landscape, arguing both the business case and the social imperative for financial planners to incorporate comprehensive education planning into their practice. This online and interactive roundtable conversation will be moderated by an FPA host. 

Earn up to 1 CFP® CE credit for free!

Click here for more details.

Stay Compliant and Get Up to Speed on New Standards & Regulations

The FPA Member Advocacy Council (MAC) released the MAC Regulatory Compliance Toolkit to help FPA members adhere to CFP Board's new Code of Ethics and Standards of Conduct and the SEC's "Regulation Best Interest" Rule.

Check out the toolkit now, and often as more resources and tools will be added!

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Welcome New Members

Welcome to the following individuals who joined FPA of Nebraska last quarter!   

  • Tyler Barrientos, Grand Island
  • Todd Chaney, Omaha
  • Matt Eglseder, RBC Wealth Management, Omaha
  • Cody Forbush, Underwood, Iowa
  • Eric Gustafson, Wells Fargo Advisors, Omaha
  • Zachary Horner, Omaha
  • Randall Jensen, Nabity-Jensen Investment Management, Omaha
  • Brady Marlow, Lincoln
  • Ryan Yamada, Carson Group, Omaha

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

  • Wanda Caffrey -- 5 years
  • Michael Egermier -- 5 years
  • Rebecca Garrett-Ferguson -- 10 years
  • Cynthia Keithley -- 20 years
  • Stephen Zey -- 25 years

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Calendar of Events

Friday, January 31 -- January CE Day @ Quarry Oaks, Ashland, NE

Friday, March 27 --  March CE Day with CFP Ethics @ Quarry Oaks

Thursday, May 28 -- May CE Day @ Quarry Oaks

Thursday, July 30 -- July CE Day @ Quarry Oaks

Thursday, September 24 -- September CE Day @ Quarry Oaks

Friday, November 20 -- November CE Day @ Quarry Oaks

 

FPA of Nebraska     @FPAofNE

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