President’s Message
Rose Price, CFP®
Happy New Year!
The year 2020 is one for the record books! What a year we had, and I would be remiss if
I did not acknowledge the great job our President, Parker Trasborg, our
Executive Director, Peggy Nelson, and the Board did in 2020 to adjust and pivot
programs for virtual meetings and content.
I am grateful for the opportunity to take over the reins, and I am
excited to work with this year’s board. I would like to recognize our sponsors who
have been paramount in helping us deliver programs, speakers, and hosting
Community forums. We thank you for your
continued support and look forward to our partnership in 2021.
There is a lot going on as the new year rolls in. We
are seeing the first round of vaccines rolling out, providing hope we may be
able to have in person meetings in 2021.
We will have a new President and the first female Vice President. And,
we will hold our annual winter Symposium virtually. The three-day winter symposium will be on January
25th, 26th and the 28th. Our chair, Chris Rivers, has a great line up
of speakers you won’t want to miss from Michael Kitces, Brad McMillian with an
Economic update, Carolyn McClanahan discussing COVID’s impact on Financial
planning, Rita Cheng covering ethics and several other great speakers with a
potential 15 CE credits. This
year will also feature Platinum sponsor break out rooms on various timely topics,
an alternative to our sponsor tables. You can find the full slate of speakers and
register for the event at www.fpanca.org. The Registration fee is $175 for Members and $225
for non-members.
If you are a new member, or a seasoned member who has
not attended a virtual meeting recently, I invite you to attend and you will
not be disappointed. With our busy
careers it is often hard to make time for meetings, but this year’s January
Symposium will be well worth your time.
We sure do miss seeing our members and networking. Here
is hoping 2021 brings us the opportunity to gather in person and continue to
grow our great profession.
I look forward to seeing you at our next event.
Best wishes,
Rose
Rose Price,
CFP®
2021 FPA NCA
President
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