Sunday, August 30, 2020


President’s Message

Parker Trasborg, CFP®

Welcome to the new format of our newsletter.  We hope that you find it more visually appealing, interesting to read, and helpful in notifying you of our upcoming chapter events. 

As most of summer is now in the rear-view mirror, we start to kick things back into gear.  Through all of the craziness, I hope that you were able to find a way to get a little well-deserved rest and relaxation.  This fall will present special challenges with most, if not all, local public schools starting back virtually, which will require many of us to have to put on a teacher hat.  In addition, we are now in the home stretch of a presidential election with less than 70 days to go until November 3rd.  While we can likely expect heightened volatility in the markets heading into the election, I think it is important to note that historical market returns have shown that it does not matter too much for stock performance which party resides in the White House.

This fall, we have several upcoming events that we are excited about:

NexGen is kicking off our fall slate on September 15th with their next quarterly study group. 

We revive our monthly member meetings on September 17th starting at 11am featuring two speakers:

Lisa Kueng from Platinum Sponsor, Invesco, will present a timely topic, “The Living Zoom – thriving and surviving in the new era of virtual presenting”.  This presentation has 1 hour of CFP® CE. 

Following Lisa, Ben Lewis from FPA National will be covering Media Training from 12:10 – 1:10pm.  Ben’s presentation is a bit different this year – the topic is “Making Your Pitch: Engaging the media to elevate your visibility”.  For those that are not aware, FPA National created a media source several years ago.  This system allows journalists to reach out to FPA members for interview or quote requests on various pieces they are writing.  In order to get on the list and begin receiving those requests you must attend a media training.  In a normal week, there are probably 15 – 20 requests from the media that come through the system.  This is a valuable member benefit provided by the National organization.

Our next Community Forum will take place on September 24th.  The topic for the forum is International Investing and will be hosted by one of our sponsor firms, Sonya Morris from Harbor Capital Advisors – 1 hour of CFP® CE has been approved for the event.

On October 16th, we are holding a virtual Career Day as we shift the timing of our annual Career Day from February to the fall.  As mentioned previously, this shift better aligns the event with when many of the top students are being hired for positions that will start next summer following graduation or for summer internships. Register soon as the early bird rate ends on September 10th.

Throughout everything, the board has been meeting by Zoom on a nearly monthly basis. We are continuing to plan events for the remainder of 2020 while also exploring different ways to support our members and our sponsors while we are not able to meet in person. As always, we welcome any and all feedback on how we can make the chapter a better experience for you especially as we navigate through uncertain times.  You are welcome to e-mail me directly at  Enjoy the tail end of the summer and I look forward to seeing you at an upcoming event.

Best wishes,


Parker Trasborg, CFP®

2020 FPA NCA President