Posts of Monthly Newsletter
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!
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 firstname.lastname@example.org 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.
10 questions in 10 minutes (all responses will be kept confidential).
*Must be present to win and current on all membership dues!
Eide Bailly - CPAs & Business Advisors
J. Renae Goodwin - The Leavitt Group of Boise
Chapter Meeting Schedule
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.
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
Mike Brandone, CFP, CLU, ChFC
J. Chris Hendrickson, CFP
Steve Stech, CFP
Capital Financial Solutions
David Allen, CPA
Program Director Chair
Larry Halvorson ChFC, CLU
Public Relations Chair
Buffington Mohr McNeal
Gryphon Private Wealth Management
Cheri Pinkerton, CFP
The H Group