President’s Message
Parker Trasborg, CFP®
Dear Members,
Wow, what a year it has been. Coming into the year, I had already expected
things to be busy with our son due in April and taking the reins as President
of the chapter. Who would have imagined
what we all had in store come mid-March and that it would stretch into at least
2021. Add on top of that the presidential
election, and the wild market which ended the longest bull market in history by
quickest drop into a bear market ever, which was followed by a swift return of
the market back to all-time highs. It
has truly been a unique year. With some
of the positive vaccine news, we are all hopeful that things will start to get
back to normal sooner rather than later.
Luckily for the chapter, after just a couple of months of planning we
were able to transition to offering virtual programming and introduced our
Community Forums, both of which have been quite successful. As we head into December, we are continuing
our busy fourth quarter with four more events to close out the year.
·
On December
3rd our next Community Forum will be hosted by Gold Sponsor, Vanguard. There are limited spots available for an
intimate masters study group discussion led by Tom Galgano and Mike
DiJoseph.
·
Next up, our NexGen group is hosting their final
study group of the year at 5:30pm on December
8th.
·
Our annual member meeting where we announce the
2021 board is scheduled for December
10th and features two speakers.
First up, we have Jeff Levine discussing ‘Advanced Roth Conversion
Planning’. Following Jeff, Platinum
Sponsor, Hines Securities, will discuss the Real Estate Market. CFP® CE has been applied for and is pending.
·
Our final program of the year will take place on
December
17th. A Community Forum
hosted by two of our Platinum Sponsors, Osterweis and Invesco.
Our Winter Symposium is scheduled to take place on January
25th, 26th and 28th. CFP® CE is still pending but we are hoping to
have 13 credit hours available, making the event quite a deal at $125 for
members to register at the early bird rate before December 15th. Our
Chair, Chris Rivers, has lined up an impressive slate featuring Michael Kitces,
Brad McMillian, Rita Cheng, Kate Healy, Dennis Moseley-Williams, Carolyn
McClanahan, Gary Altman, Steve Hamilton, and Brad Rutan. They will be presenting on topics ranging
from current industry trends to an update on the political and policy climates. This is our marquee event, and we are pleased
to be able to offer a discounted price compared to our in-person Symposium.
It is hard to believe but
there are just a few weeks left in my term as President. I am pleased to pass the torch on to Rose
Price in 2021. Rose has been on the
board for a number of years and she and the 2021 board have some great ideas on
how to build off of the pivots that we had to make this year. It has been an honor to serve as President
this year and I will now look ahead to planning the 2022 Winter Symposium. I wish you all a very happy, healthy and
restful holiday season.
Best wishes,
Parker
Parker
Trasborg, CFP®
2020 FPA NCA
President
TrasborgP@cjmltd.com
