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Newsletters

2013

Monthly Newsletter 

 

June 2013

Chapter Meetings

No meetings during the summer months of June, July or August.

 

Save the dates for our Fall Schedule

September 17th

October 15th

November 19th

Arid Club ~ 1137 W. River St. Boise

Guests are welecome, $25 for lunch

1 CE and CFP credit is available to members

Business Professional Attire Please

 

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

to fpaidaho@msn.com.

 


President's Message

A message from our President Elect:


I would like to take this opportunity to introduce myself. I will be taking over as President in August. A very short biography has me growing up in the Chicago suburbs, attending the Air Force Academy, spending a number of years as a pilot in the Air Force, spending a short time as an engineer, and eventually becoming a financial planner. For the last nine years I have been involved in the Financial Planning Association and our local chapter.


In the April newsletter, our previous president did a great job of describing the benefits of being a local chapter member of the FPA. This month I would like to briefly discuss just ONE of the benefits of being a national member. As part of national membership you have access to a wealth of information. You can sign up to receive for free, Money magazine, Barron's newspaper, and various email alerts/articles. I know information overload can be an issue but in a recent email I received from FPA there was an article titled "FINRA: Advisors, brokers must warn of growing bond risk". It was an interesting article regarding FINRA's view on advisors/brokers liability if you don't keep your clients informed of the risks. The information the FPA national organization provides can be timely reminders of our obligations to our clients. And after all that is why we are in business!


Lastly, I would like to say a big thank you to all who attended the membership breakfast. In particular we recognized the longtime members Cheri Pinkerton (17 years), Carey McNeal (18 Years), and David Turner (18 Years). We also said thank you to our new members, David Allen, Brett Gallagher, Steve Kovach, Robert Reynolds, and Ronald Messler. Ron was the winner of our gift card drawing as a thank you for providing us valuable feedback to our annual survey.


As always if you have suggestions on how to bring more value to your membership, my door and well as all the board member's doors are open. Please give us a call!


Have a great summer!

 

Steve Stech, CFP®
FPA of Idaho President Elect

 


Ron Messler

Congratulations on being awarded the $30 prepaid Visa card for completing the membership survey.

 

 

Remember, we are here to serve your needs as a financial planning professional. The board wants to hear your suggestions and feedback

 


 

2013 Board of Directors

President Elect:

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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