FPA NEW MEXICO
8300 Carmel Avenue NE, Suite 601
Albuquerque, NM  87122

Contact:  Lisa Massimo, 
Chapter Executive  (505) 410-2269

What is the Financial Planning Association® (FPA®)?


The Financial Planning Association (FPA) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner in order to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process.

Who are FPA Members?

FPA's individual members include financial planners, accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process.

Do you have question about various points in this article or want a speaker for your organization or company meeting? Call Lisa Simmons, the Chapter Executive for FPANM at 505-798-6941. 

 

 

3RD QTR CE/MEETING -- FRIDAY, AUGUST 28, 2009 -- RESERVE YOUR SEAT TODAY!!!

    

 

 

 

 

A. ROBERT BALOW, MBA

President 2009


Dear FPA NM Members:

I hope everyone had an enjoyable summer.  Now that fall is right around the corner and the kids are all back in school, it’s time to buckle down and get back to work. Put away the fishing gear, the water skis, the tanning lotion and the golf clubs—ok, maybe not the clubs. 

Financial Planning Week®, October 5–11, 2009, is right around the corner and brings together those who provide, support and benefit from professional financial planning.

During this week, FPA NM strives to build public awareness of the financial planning process, enabling
individuals to make prudent financial decisions to achieve their life goals and dreams. But we need your help!

Let’s Get Involved

Through the years, FPA NM has organized special sections that were published in the New Mexico Business Magazine.  Since the magazine went out of business in 2008 we are seeking other venues.  If you have ideas and would like to volunteer as Financial Planning Week Director, please give me a call at 505-296-6002 x101.  In the meantime, Lisa Massimo, our Chapter Executive will research and provide a some ideas at the August 28th meeting. 

We can educate the general public and enhance public awareness through educational seminars, hotlines, Media interviews and published articles.

 CE Program Info and Dates

FPANM has one more meeting scheduled this year — Friday, December 4, 2009.  Meeting agendas and CE courses offered are always listed on page 2 of this newsletter and on our website.  We ask members to RSVP and if you are unable to attend, please contact Lisa Massimo (505) 410-2269 at least one day prior to the event.

Sincerely,

A. Robert Balow, MBA
President, FPANM 2009