President’s Message

Parker Trasborg, CFP®

Dear Members,

I hope that you, your families and your clients all continue to remain healthy.  If you don’t follow the FPA National e-mails closely, you may have missed that on May 20^th they released a new national website, logo, branding, and slogan.  This is the initial rollout, and the updated branding and website design will start to trickle down to the chapters through the end of the year and into next year.  The technology change is part of the broader OneFPA initiative that was announced at the end of 2018.

To help support financial planning students whose summer opportunities were impacted by the Coronavirus, FPA National has rolled out an 8-week Externship program beginning June 1^st.   The program has 1,400 students signed up to participate.  If you are interested in getting involved and seeing how you can help, please reach out to Board Secretary, Kelly McNerney - kmm@fjyfinancial.com.

Looking locally, our region has begun to re-open and is trying to return to a sense of normalcy. I am pleased to announce that our chapter is also looking forward to returning to a new normal by offering a few upcoming events.

First up on June 3^rd, we will continue our bi-weekly community forums. The topic of discussion this week is Managing Teams Remotely.  As many of us continue to work from home, we think this is a timely topic and should be a great discussion.

On June 9^th at 5:30pm, NexGen will be hosting their next roundtable discussion, a virtual summer check-in via Zoom.

Lastly, our Programs Co-Directors, Cat and Carl, have been hard at work planning a Virtual Summer Symposium.  As sitting through an eight-hour single-day Zoom meeting sounds like a special kind of torture, we are splitting it up among four days, July 7^th, 9^th, 14^th and 16^th for a couple hours at lunch time each day.  Included in the symposium will be CFP® Ethics.  Additional details and registration information will be announced soon.

We won’t allow the pandemic to spoil all of our plans and are diligently planning additional events for the second half of the year.  The board welcomes any and all feedback on how we can make the chapter a better experience for you.  Our membership is the lifeblood of the organization.  You are welcome to e-mail me directly at TrasborgP@cjmltd.com.  I look forward to seeing you virtually at an upcoming event.

Best regards,

Parker

Parker Trasborg, CFP®

2020 FPA NCA President

TrasborgP@cjmltd.com

President’s Message

Parker Trasborg, CFP®

Dear Members,

I hope that you, your families and your clients all remain healthy and are staying sane while being cooped up at home for over 6 weeks now.  In early April, my wife and I welcomed our son, Hudson, into the world.  While we have all had to get used to getting little sleep each night, our family is happy and healthy and adjusting to our own “new normal”.  Keeping up with two young kids at home has been exciting during this pandemic.

During these unprecedented times, the chapter has been forced to cancel/postpone many of our events through the spring and for the foreseeable future.  In place, we have been hosting community Zoom forums for members to log on, catch-up and chat during lunchtime.  We have also been advertising much of the great material that our sponsors have been putting out during these uncertain times.  We invite you to join the community forum or listen to some of the sponsor material.  Our sponsors are here to support and help us in any way that they can.  As we all continue to socially distance and avoid crowds, we are hopeful to offer additional programming virtually.

As always, we appreciate any and all feedback on how we can make the chapter better.  If you have any ideas of things that we can do to enhance your experience during the quarantine, please reach out!  You are welcome to e-mail me directly at TrasborgP@cjmltd.com.  I look forward to seeing you at an upcoming event.

Best Regards,

Parker

Parker Trasborg, CFP®

2020 FPA NCA President

TrasborgP@cjmltd.com