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What
is the Financial Planning AssociationŽ (FPAŽ)?
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 Massimo,
Chapter Executive for FPANM at 505-410-2269.
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A
MESSAGE FROM THE PRESIDENT |
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GOOD
NEWS AND BAD NEWS |
A. ROBERT BALOW, MBA
President
2009-2011
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GOOD
news for our FPA Chapter!
I have agreed to continue on as President for another year
(2011). Our Chapter Executive, Lisa Massimo, will stay on
board for the foreseeable future.
Lisa coordinates all the quarterly meetings and is
responsible for scheduling speakers and sponsors. Lisa also assists
in helping us all accumulate those CFP CEs.
BAD
news for our FPA Chapter! While I have agreed to remain
president for yet another year we have no current president-elect
which means unless someone volunteers for the President and
President-elect board positions for 2012 it is very possible that
FPA NM will dissolve and cease to exist. Let's not forget that our
immediate-past President and current Chairman of the Board, Phil
Messuri, held the presidential position for a three year period as
well.
Members,
the Board and I would like you to seriously consider volunteering
for a board position. As President it is my duty to host the
quarterly meetings, which means introducing speakers, announcing
national FPA news, if any, and perhaps providing some referrals
regarding possible speakers, sponsors etc. So, all in all your
volunteer time amasses all of about 40 hours a year total (and 32 of
those hours are acquired while you are hosting meetings (and
acquiring CE credits)).
PLEASE,
consider volunteering for a Board position. We are all busy and have
no room on our plate for another thing - but please remember,
THERE'S ALWAYS ROOM FOR JELLO!!!
Hope
to see you at the next meeting. Bring a friend, co-worker, CFP
student, estate attorney or CPA. |
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GET
CONNECTED THROUGH FPA NM |
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Get connected. Get
informed. Get involved. Imagine what your practice would be like if you
had an army of peers you could turn to for advice, ideas and support.
That army is available
through FPA New Mexico. This member benefit enables FPA members to be
part of a network of practitioners all facing similar challenges in
their daily practice right here in your own backyard.
With meetings set once every quarter, your
Board strives to provide you with challenging, top-notch speakers and
presentations. You will not be subject to Annuities 101 --
ever!! Several of you who attend meetings on a regular basis can
attest to the quality of the presentations and speakers.
Because membership consists of 90-95% Certified
Financial Professional Planners we focus on the six
core elements of the CFP program:
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Fundamentals of Financial Planning |
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Insurance Planning |
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Income Tax Planning |
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Investment Planning |
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Retirement Planning
and Employee Benefits |
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Estate Planning |
If you have any
ideas, referrals for speakers/sponsors/presentations, please contact
Lisa Massimo, 505-410-2269.
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