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Newsletters

2013

Posts of Monthly Newsletter 

 

April 2013

A big ‘thank you’ to Mike Brandone for his service on the board!


 

Mike has accepted the position of Vice President of Brokerage Distribution for CLU-USA in Dallas, Texas. We wish him luck with his new job and chapter of FPA in Dallas!

 

 

 

IT’S THAT TIME AGAIN

The FPA Networking Mixer

When: Wednesday, April 24th, 4:30-7pm

Where: Owyhee Place (1109 Main St. Boise, ID 83702)

 

Please join us and bring a guest to connect, learn and network. This is your chance to discuss important topics of the day, local, city, or national issues. Meet other financial professionals from the community and find out what they are dealing with including their challenges and successes.  Light appetizers will be served at this no-host bar event.

 The Financial Planning Association of Idaho is the event sponsor. As a financial services professional the event is a must attend. Take the opportunity to spotlight your practice with other financial professionals or just connect with old friends and build new relationships. 

 

Please join us by returning your RSVP (yes or no)

to fpaidaho@msn.com  for this very special event.

 

 

This survey is for you!

A $30 prepaid Visa debit card will award one member based on a random drawing from all COMPLETED surveys.

 

The drawing will take place at the FPA of Idaho “Member Recognition Breakfast” May 21st, 8am at the Owyhee Plaza. 

Go to: http://www.surveymonkey.com/s/7QDC9VK

10 questions in 10 minutes (all responses will be kept confidential).

*Must be present to win and current on all membership dues!

 

 

Thank you to our sponsors!

Eide Bailly - CPAs & Business Advisors

J. Renae Goodwin - The Leavitt Group of Boise

 

 

 

 

Chapter Meeting Schedule

12:00pm-1:30pm lunch

Arid Club in Boise Idaho

March 16th lunch meeting


“ Save the Day for your Clients”


Speaker Steve Trefts

Northwest Trustee & Management Services


$25 for lunch, guests welcome

Lunches are free to FPA members and first time guests.

Arid Club dress code requires business attire, no jeans.

 

 

Member Appreciation Breakfast!

May 21st

Owyhee Plaza 8:00-9:30 am

Guests are welcome, $25 for lunch

1CE and CFP credit is available to members

2013 Board of Directors

President:

Mike Brandone, CFP, CLU, ChFC

760-716-6616

 

 

Past President

J. Chris Hendrickson, CFP

Berkelely, Inc.

853-6980

 

President-Elect

Pro-Bono Chair

Steve Stech, CFP

Capital Financial Solutions

629-4660

 

Treasurer

David Allen, CPA

Cooper Norman

336-0800

 

Program Director Chair

Larry Halvorson ChFC, CLU

Principal

890-0310

 

Public Relations Chair

Carey McNeal

Buffington Mohr McNeal

338-5551

 

Sponsor Chair

Jack Thomas

Gryphon Private Wealth Management

938-5557

 

Membership Chair

Cheri Pinkerton, CFP

The H Group

853-7770

 

Chapter Administrator

Jamie Hegstrom

672-1379

 

FPAIdaho@msn.com

 

 

 

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