FPA of Nebraska Newsletter - March/April 2021 Print

Chapter Newsletter

 

March/April 2021

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Securities America

Thank you to Securities America for their continued support as a Gold Sponsor of FPA Nebraska!

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FPA CE Day

Programming Update:

**FPA Nebraska plans to offer a minimum of 24 hours of CE during 2021. During the first and second quarters, presentations will be held via webinar only. We are hoping to offer some in-person options this summer but will continue to monitor the current environment to plan the safest events for our members!

Mark your calendars for our second quarter webinars:

 

Registration is now open! You must register separately for each webinar. Please check the event pages for specific details. Within 48 hours of registering, you will receive a confirmation e-mail containing your unique link to join the webinar.

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FPA National Event

The following is a message from FPA's National Office:

The health and safety of our members, partners, volunteer leaders and staff will always be our priority when considering whether or not to hold in-person events. We continue to rely on public health guidance, federal and state event restrictions and member surveys to gauge whether events can proceed as planned. While disappointing, we’ve decided to shift or cancel events scheduled for the spring and summer.

 

: While FPA Retreat will not take place this year, we’re excited to announce dates for 2022! Mark your calendars now for April 25–28, 2022 at the Hyatt Regency Lost Pines Resort and Spa. More details coming soon.

 

: FPA Spring Residency, scheduled for June, is canceled. We are exploring options to offer the program this fall and details about a potential FPA Fall Residency 2021 will be provided soon.

 

: The popular FPA Virtual Externship program will return this summer! The eight-week virtual program will begin on June 7, and we expect registration to open in mid-April. The program promises to be another can’t miss event for new and aspiring financial planners.

 

: FPA NexGen Gathering is going virtual August 12–13! We are planning two high-energy days that will arm you with the skills, lasting connections and practical tools you need to be the change. Registration opens on April 5.

 

: We continue to plan for an in-person FPA Annual Conference, so save September 22-24 on your calendar and plan to gather with your colleagues in Columbus, Ohio. Registration is expected to open this summer.

 

We know that our deeply valued sense of community is diminished each time an event is canceled or made virtual, and these decisions are never made lightly. Like you, we would prefer to see our members and friends in person, and we remain hopeful for events planned in the fall. Thank you for your continued understanding, support and patience.

 

We will update event webpages as information comes together. Please stay tuned.

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NVC Wealth Management Group

Thank you to Nelson, Van Denburg & Campbell Wealth Management Group, LLC for being a Gold Sponsor of FPA Nebraska!

Click here for more information about partnership opportunities with FPA of Nebraska.

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Member Benefit

Where are You Investing? The Journal of Financial Planning Wants to Hear from You

For the past 15 years, the Journal of Financial Planning has conducted the annual Trends in Investing Survey to identify key trends that impact planners and their clients. Take a few minutes and participate in the 2021 Trends in Investing Survey. Results will be published in the June issue of the Journal of Financial Planning, and you’ll have a chance to win a $100 VISA gift card.

Take the survey today.

Advantage of Opportunities to Save on Products and Services

FPA members can access special discounts and rates on various products and services that help with the practice of financial planning.

Learn more about these opportunities to save.

New to the profession? Check out the FPA Next Generation Planner

In this month’s FPA Next Generation Planner, learn about trends influencing the FinTech landscape, the changing role of financial planners, tips on how to improve yourself in your spare time, and more.

View the March issue.

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Welcome New Members

Welcome to the following individuals who joined FPA Nebraska!   

  • Nathan Brobst, Trusted Wealth Partners - Omaha
  • Connor Harder, Omaha
  • Hunter Neumayer, Omaha
  • Josephine Otto, Omaha
  • Douglas Peterson, PFA - North Platte
  • Tanner Sprouse, Modern Woodmen of America - Lincoln
  • Jerome Szatko, Unitifi - Omaha
  • Aaron Tomita, NVC Wealth Management - Omaha

 

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

5 Years
  • Era Robinson, First National Bank - Omaha

10 Years
  • Patrick Moylan, Securities America - Omaha
  • Mark Lookabill, Carson Wealth Management Group - Omaha
 
15 Years
  • Bruce Zirpel, Financial Results Group, LLC - Omaha
  • Joseph Hearn, Intentional Retirement, LLC - Omaha
  • D. Micah Fannin, Mercer - Omaha
 
20 Years
  • James Boulay - Omaha
  • Jeffrey Sharp, SilverStone Asset Management - Omaha

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Weitz Investments Ad

Since Wally Weitz established Weitz Investment Management in 1983, the firm’s philosophy and core values have remained consistent. Simply put, we focus exclusively on asset management and provide clients with top-quality, personalized service. Over the last three decades, Weitz has built a successful business with a widely respected reputation and a culture of shared success.

 

Click here for more information about partnership opportunities with FPA of Nebraska.

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Connect With Us

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