October 2018 Print

Chapter Newsletter

October 2018

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Meeting Reminder

Join us for our FPA Fall 2018 CE Day on Friday, November 16 at Quarry Oaks Golf Club. Watch for complete program and registration information coming soon.

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FPA Policy and Advocacy Survey

Make your voice heard on policy issues that advance or thwart our profession. Take the FPA 2018 Policy & Advocacy Survey NOW. Your input will help shape our policy positions for the upcoming year.

You can take the survey HERE.

Please complete the survey by Thursday, October 18th.

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Fall Membership Drive

The FPA Fall membership Drive is here! During the month of October, FPA is offering special referral savings. When you refer a new CFP® Professional or Allied Professional member to FPA before October 31, you’ll receive $50 off next year’s dues and the person you refer will receive $200 off their first year of membership dues, plus a FREE gift. Use promo code OCT18 and join today. It’s a win-win! Hurry – this special savings ends on October 31.

For more details, click here.

A special shout-out to FPA of Nebraska's very own Ray Shirley, who is starring in the FPA advertisement above. Way to go, Ray!

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FPA NexGen

Are you looking to connect with other young financial planning professionals? FPA NexGen is having a fall event on Friday, November 16 at 4PM, at the Glacial Till Tasting Room in Ashland. Come connect with other young FPA professionals who are ready to share their experiences and further the future of the financial planning profession!

Contact Ray Shirley ( with any questions.

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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

Journal in the Round: Lessons Learned from the Past to Help Us Grow in the Future

Continuing the conversation that began at FPA Retreat 2018, Lew Walker and Ben Coombs, who bring together almost 100 years of financial planning experience, are joined by next generation leaders Rachel Moran and Alexandria Cole to share their very different career journeys and to connect their values, passion and vision for the future of the profession. This live rebroadcast will take place October 31 at 1 PM CT. Register today!

New Whitepaper on Communicating with Clients About Your Succession Plan

In 2018, FPA partnered with Janus Henderson Investors to conduct new research that went deeper on the issue of succession planning, examining what gets in the way of formal planning, and how to take action. Communicating with Your Team and Clients About Your Succession Plan, the second of two whitepapers, explores why communication with clients and team members about your plans is critical and how to get started. Jump-start your succession planning today by taking advantage of the research and whitepapers 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
Joe Carlson Lutz Financial Lincoln
Nelson Van Denburg & Campbell Omaha
Mark Spiers NBC Trust Company Lincoln

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Calendar of Events

October 17 -- 2018 Wealth Management Conference at Creighton University

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

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

November 16 -- NexGen Event at Galacial Till Tasting Room, Ashland (4PM)

FPA of Nebraska     @FPAofNE

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

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