Please note: These links will take you to FPA National's Web site.
Please note: These links will take you to FPA National's Web site.
Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.
Seems like 2012 rushed by in a flash and yet our FPA chapter has accomplished so much.
We are getting ever closer to being able to seamlessly deliver our monthly program to Bartlesville via the Internet. Soon we should be able to broadcast to many more members throughout Oklahoma.
Speaking of broadcast: our chapter has secured seven dates with Channel 2 news. This is a terrific way to give back to the community and increase awareness for the Tulsa FPA. Please be looking for emails about volunteer opportunities.
We have begun to plan the Tulsa FPA’s first annual symposium. This event will be a fantastic way for members and non-member planners, CPAs and attorneys to network and obtain valuable continuing education. This premier event is sure to grow Tulsa FPA’s membership and stature in the community.
All of this has been possible, because our board positions are filled with extremely capable members and we are growing future board member opportunities. If you would like to participate on the board or serve as a committee chair for the annual symposium, please contact me at rod@rtylaw.com.
Sponsorships and our budget have increased, and both are about to take off in new and exciting directions with the inclusion symposium sponsors. Since sponsors are a major source of income, our financials are in better shape. However, we need our entire membership to actively seek FPA Tulsa sponsors. If you know any potential sponsors, please reach out to them. If you are not comfortable asking for sponsorship, contact me at rod@rtylaw.com.
As always, Tiffany Chaney, our chapter administrator, cheerfully and efficiently handles so many duties for the chapter. Every year, we ask more from her and she rises to the occasion. A lot of behind the scenes effort goes into the smooth execution of our luncheons and other events. Please thank Tiffany for all her hard work and dedication!
It has been a pleasure and a joy to share membership with all of you. It will be a true honor to serve as your president. My sincerest thanks go out to each and every one of you.
Here’s to a fantastic 2013 and making the Tulsa FPA the best professional organization it can be.
Cheers,
Rod Yancy
Attorney | RTY LAW A Professional Corporation
918-200-9094