March 2019 Print

Chapter Newsletter

March 2019

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Thanks to all that attended our March CE Day. Brett Danko did an excellent job presenting and everyone was able to walk away with new information! We look forward to seeing everyone at our next meeting on Thursday, May 16th!

If you attended our meeting please take a few minutes and let us know what you thought!

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FPA NexGen

Our NexGen group hosted their first roundtable event and it was a great success! If you would like to be a part of this group of up-and-coming young professionals, let us know!

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Pro Bono Financial Planning

Volunteering as an FPA pro bono financial planner is a great way to give back, build professional skills and strengthen ties with your community and fellow FPA members. Are you involved in any pro bono work? We want to know! Fill out this quick survey and tell us what you're working on!

Want to get involved in pro bono work, but not sure where to start? Check out FPA's Pro Bono Resources & Tools for training resources and ways to get connected.

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Member Benefit

New Online Course: Become a College Planning Expert
Paying for college is the number one financial concern for most of our mass-affluent parents. Assist families, grow your business and help end the student debt crisis one family at a time. Earn up to 10.5 CFP® CE credits.
For more details or to enroll, click here.


2018 FPA Annual Report Now Available
Discover the initiatives and activities of your professional home - FPA. From outstanding new programs, content and research to advocacy and community efforts focused on the advancement of the profession, 2018 was a milestone year for CFP professionals and the financial planning profession.
View the report to learn more about FPA benefits that helped members advance their careers in 2018 and beyond.


FPA Member Discounts
As an FPA member, you are now eligible for great savings from UPS, Echelon Partners and more! Learn about these new offers and all discounted products and services available to members.
Click here for more!

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Welcome New Members

We would like to congratulate the following individual for celebrating a milestone anniversary with FPA!

Reuben Brauer -- 5 years

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Calendar of Events

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

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

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

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


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