President’s Message
Rose Price, CFP®
Spring is in the air and we are seeing more vaccines being
administered! Things are starting to look up!
We are looking forward to holding our first in person event with our
Annual Charitable Golf classic on Thursday, June 24, at 1757 Golf Club. The event will have a shotgun start at 12:00.
This will be our first in person event
in over 15 months and will give us an opportunity to get outside and enjoy some
golf and connect. We will of course
being following all precautions and 1757 has several protocols in place, as
well. We hope you will join us in our
annual charitable event that raises funds for the Foundation for Financial Planning
and our chapter pro bono activities. Please
visit the website for opportunities to participate and sponsor.
While we will be hosting the in-person golf event in
June, we plan to keep our other events virtual at least through June as we
continue to evaluate gathering in an indoor setting. We will host two virtual events in April
starting with Matthew Pallai, with our Gold Sponsor Harbor Capital Advisors,
discussing the state of the economy and where Harbor sees opportunities and
risks in 2021. This program is approved
for 1 CE credit.
On April 29th we will have a double header virtual
community forum starting at 11:00 with Jim Cotchett, covering the topic of succession
planning. Our Gold Sponsor, First Eagle Funds will bring us this program. And at 12:00, Jan Holman, Director of Advisor
Education with Gold Sponsor Thornburg Investments, will dive into the topic of
Managing Legacy Wealth, approved for 1 CE.
Please visit https://www.fpanca.org/events/event_list.asp
to sign up and review more details on the programs and speakers. The virtual spring Symposium is scheduled
for June 7, 8 and 10th and we have secured Keynote speaker Graeme
Newell with 6302 communications. Graeme is an exciting speaker, and you will
not want to miss this program in June!
If you are a new member or a seasoned member who has
not attended a virtual meeting, I invite you to attend and you will not be
disappointed. We miss seeing our members
and networking; we are looking forward to the opportunity to gather in person
later this year and continue to grow our great profession.
Look forward to seeing you at our next event.
Best wishes,
Rose
Rose Price,
CFP®
2021 FPA NCA President
