FPA of Nebraska Newsletter - Jan/Feb 2021 
President's Report
Many of us are happy to turn the page on 2020 and look forward to the new year. The Financial Planning Association of Nebraska is ready for a return to normalcy in 2021. Although I’m sure you’ve heard the experts and corporate leadership claim that remote work and Zoom meetings are just as effective as being in the office, it’s impossible to replace the morning coffee and conversation with another member at Quarry Oaks before a chapter meeting. We understand that one of the greatest benefits of FPA is connecting with other members and that has been a challenge this past year.
As professionals in a relationship management business, we are aware that engaging with other members not only fills our social needs, but it also helps expand our yearning of new ideas and topics. One of the primary principles of FPA is to cultivate and advance our expert competencies. FPA of Nebraska leadership is focused on developing high quality meeting content to encourage the growth of your expertise regardless of where you are in your career.
Our member expertise is needed now more than ever in our community. 2020 certainly reminded us how quickly volatility and fear can overtake financial markets. Clients and colleagues looked to us for calming their anxieties, providing wisdom, and a long-term perspective. This reminded us why we prepare for the unexpected – perhaps the possibility of losing a job or unforeseen expenses. Most importantly, it reminded us how fragile life can be – the thought of losing a loved one, a colleague, or a client reminds us that sometimes we must have difficult conversations and be prepared for the worse. This is why our profession is so essential.
I am excited to be leading FPA of Nebraska as your Chapter President this year. As we hope to eventually return to some regularity, I encourage members to think of colleagues or friends who could benefit from FPA and invite them as your guest to one of our chapter meetings. Our membership has made FPA of Nebraska one of the strongest chapters in the nation and I am looking forward to seeing you soon.
Sincerely,
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.
FPA CE Day
Programming Update:
**FPA Nebraska plans to offer a minimum of 24 hours of CE during 2021. During the first quarter, presentations will be held via webinar only. The Board will reassess each quarter to plan the safest events for our members!
Here's what we have coming up this quarter:
-- Jan. 28 @ 10 AM: Retirement Plans Update (Presented by Dave Nikunen, Principal Financial Group) Register here.
-- Feb. 25 @ 9 AM: Impact Investing (Presented by Kelli Cavey, JD, CAP and Vanessa Denney - Omaha Community Foundation) Register here.
-- March 23 @ 1PM: Financials of Farming (Presented by Eric Geiger, People's Company) Mark your calendars - more details and registration coming soon!
-- March 25 @ 1PM: CyberSecurity (Presented by Laurie VanderWal, Vanderwal Agency) Mark your calendars - more details and registration coming soon!
Please note: We are planning a CFP ethics program for this spring. Watch for more details coming soon!
Board of Directors
As a new year begins, we would like to introduce FPA Nebraska's 2021 Board of Directors:
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.
Member Benefit
FPA is Changing Tomorrows™ of Underserved and At-Risk Populations
FPA is committed to ensuring that the possibility of a brighter future is readily available to all who need these services but cannot afford or access them. Through the FPA Pro Bono Program, passionate financial planning practitioners are connected to individuals, families and communities in need.
Volunteer now to transform lives through the power of financial planning.
Making Philanthropy as Part of Your Financial Practice
Join Juan Ros, CFP®, AEP®, CSPG, CEPA, CVGA, financial adviser with Forum Financial Management and faculty member with the American Institute for Philanthropic Studies, to get a tangible action plan to incorporate philanthropic planning into your advisory practice, attract more next-generation clients to your business, and empower existing clients to make the most of their
planned giving efforts.
This live Knowledge Circle event will take place on Feb. 9 at 2PM CST. Register now.
And be sure to explore the benefits of charitable giving and how philanthropic opportunities can be designed to meet long-term client objectives by registering for Philanthropic Solutions in Financial Planning, a six-course certificate program developed by FPA and the American Heart Association.
Welcome New Members
Welcome to the following individuals who joined FPA Nebraska!
- Dr Jennifer Murnane-Rainey - Midland University, Omaha
- Mark Dolton - D.A. Davidson & Co. , Lincoln
- Seth Tracy - HFS, Omaha
We would also like to congratulate the following individuals for celebrating milestone anniversaries with FPA!
15 Years
- Nicholas Niemann
20 Years
- Richard Purdy
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