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 TrasborgP@cjmltd.com. Enjoy the tail end of the summer and I look
forward to seeing you at an upcoming event.
Best
wishes,
Parker
Parker
Trasborg, CFP®
2020 FPA NCA President
