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