FPA of Nebraska Newsletter - May/June 2021 
FPA NexGen
FPA NexGen Summer Mixer
Join us as our NexGen group kicks off the summer! Come connect with fellow financial professionals with less than 10 years in the industry to build real community and the chance to network, collaborate and share ideas with each other.
The event will be held at 1912 in Benson on June 15th from 4:30 – 6:30 PM and is open to FPA members and non-members.
Please pass along this info to anyone you think may be interested. We can't wait to see you!
Securities America
Thank you to Securities America for their continued support as a Gold Sponsor of FPA Nebraska!
FPA CE Day
The FPA Board of Directors is excited to announce our programming dates for the remainder of 2021. Beginning in July, we will resume our in-person meetings at Quarry Oaks Golf Club in Ashland, Nebraska. Mark your calendars - we can't wait to see you! Until then, check out our upcoming CE opportunities as we continue our second quarter webinar series.
Remaining Q2 Webinars:
- June 3 @ 2PM: Understanding Cryptocurrency
- June 23 @ 10AM: The Impact of Money Scripts
Q3 & Q4 In-Person CE Days:
- July 30 @ Quarry Oaks Golf Club
- September 24 @ Quarry Oaks Golf Club
- November 19 @ Quarry Oaks Golf Club
- Insurance Ethics Course offered in the afternoon
- Insurance Ethics Course offered in the afternoon
We will be following all city and facility current requirements for masking and social distancing.
FPA National Event
Registration for Congressional Advocacy Day is Open!
This year the traditional FPA DC Advocacy Day is being expanded to include its partners in the Financial Planning Coalition (Coalition), CFP Board and National Association of Personal Financial Advisors (NAPFA). The Coalition is sponsoring a Congressional Advocacy Day scheduled for September 29, 2021. In each meeting, participants will meet virtually via videoconference with a Member of Congress and key Congressional Staff.
Registration deadline is July 1, 2021. There is no fee to participate.
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 Has Raised its Advocacy Game to Help You Raise Yours
FPA is helping members keep their thumbs on the pulse of proposed legislation through the newly launched GovHawk platform. This new tracking system monitors legislation and regulation that FPA is tracking to help FPA members stay informed. From detailed summaries to FPA position statements, members can now stay up-to-date with the click of a mouse. For those measures that may have a consequential impact on financial planning and members’ practices, FPA provides template letters members can send to their elected officials directly through the platform.
Be sure your voice is heard by those with the power to influence your profession. Access GovHawk now.
Insurance Planning and Annuity Tools Free for FPA Members
FPA has partnered with Prudential to elevate the financial planning profession by changing and exploring the conversation around insurance planning and annuities as a part of a holistic financial plan. FPA members can now access free content like upcoming events and articles. Access to additional thought-leadership on this evolving area, including analyses from industry leaders like Wade Pfau and others, is also available.
View Prudential’s content hub in the FPA Learning Center.
Stay on Top of The Latest News with Two Custom Newsletters
Want the latest investments and personal finance headlines delivered to your inbox twice each month? FPA and CNBC are collaborating to publish the co-branded Money Matters newsletter exclusively for FPA members that delivers the latest headlines from CNBC. Also, subscribe for FPA SmartBrief to get the latest practice management, regulatory, and industry headlines delivered right to your inbox every Tuesday and Wednesday.
Welcome New Members
Welcome to the following individuals who recently joined FPA Nebraska!
- Sophia Barnes - Omaha
- Alyssa Denneson - Omaha
- Brittney Manthie - Omaha
- Ngoc Tran - Omaha
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.
Connect With Us
Connect with FPA of Nebraska on social media!
Stay up to date with that's going on with FPA of Nebraska! You can find us on Facebook, and LinkedIn!
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