President’s Message

Parker Trasborg, CFP®

 

Dear Members,

 

We enter November in the tail end of the Presidential election season which should finally (after all the votes are eventually tallied) bring an end to some of the uncertainty in the markets.  With the colder temperatures and the virus rearing its ugly head again across the world, I think it is safe to say that we are all looking forward to at least one element of uncertainty being behind us.  As we did in October, we are going to be keeping Peggy very busy in November with a plethora of events leading up to Thanksgiving. 

·       On November 4^th our next Community Forum will be hosted by Bronze Sponsor, Flex Shares – Northern Trust, which has been approved for 1 CFP® CE.  Fellow board member and Institutional Business Development Executive from Northern Trust, Vernon Biggs, and Paul Binnion from Hanlon Investment Management will discuss how to successfully communicate with baby boomer clients.

·       November 12th we will have a very timely Community Forum approved for 2 CFP® CE Credits.  There are two sessions, the first hosted by Platinum Sponsor, American Funds.  Speaker, Clarke Camper, will have a post election wrap-up.  Then Platinum Sponsor, Fairway Mortgage, will have Harlan Accola reviewing a reverse mortgage guide.

·       On November 19th two more Platinum Sponsors will host a Community Forum.  First up Platinum Sponsor, BNY Mellon Pershing, will have Lisa Crafford and Seamus O’Brien leading a discussion about “Planning for back to the office in a Covid world”.  Following that Platinum Sponsor, Joe Richardson from Nationwide, will review the advent of Regulation BI. One CFP® CE is pending approval.   

Looking ahead, we have several more events in December to close out the year. Then in 2021 our marquee event, the January Symposium, is going to be held virtually over the course of several days. Our chair, Chris Rivers, is putting the finishing touches on the amended virtual schedule.

A few weeks ago, the 2021 board met to begin planning for next year. We have got a lot of exciting ideas for the future, but we need your help. We need volunteers, especially on-board committees. In many cases these are commitments of not more than 1-2 hours per month. We are also always looking for feedback and suggestions as the chapter and its activities should be driven by the things that you, the members, value.

Lastly, as we approach the end of year holiday season, it is important for us all to take a moment to consider all that we have to be thankful for both at work and at home.  For many of us, those two have become the same place for much of this year, but there is still lots to be thankful for.  I wish you all good health and happiness.

Best wishes,

Parker

Parker Trasborg, CFP®

2020 FPA NCA President

TrasborgP@cjmltd.com

 

President’s Message

Parker Trasborg, CFP®

Dear Members,

 

It is amazing to think we are heading into the fourth quarter of 2020, it seems time has lost some of its meaning this year.  Amidst the craziness of the year, we have decided that Peggy Nelson wasn’t busy enough, so we’ve put together an action packed schedule for October with an event almost every single week. 

• On October 1^st our next Community Forum will be hosted by Platinum Sponsor, Hines Securities.Managing Director, Ken Jett, will discuss different things to think about when looking to return to the office.
• October 15^th we will have another Community Forum which will be hosted by Gold Sponsor, Transamerica.Speaker, Michael Sosnowski, will lead a discussion on marriage and money.
• On October 16th we are holding our second Career Day of 2020.Registration is now closed for the day but it is shaping up to be a great event.
• Look for final details on our October 22 virtual member meeting to be announced soon!
• Lastly, on October 29^th, we have two sponsors hosting a Community Forum.Platinum Sponsor, MFS, kicks things off with a Social Security and Medicare Bootcamp featuring Emily Dupre and John Norce.Following that discussion, Gold Sponsor, Hartford Funds, will have Ryan Sullivan talk about 5 Ways to Tech.
  

 

 

We also have a new Pro Bono volunteer opportunity available from BritePaths. They are seeking CFPs to provide one-on-one financial coaching and CFPs interested in working with an individual or family for six months guiding the client towards achieving their financial goals. To volunteer, you must attend a BritePaths training - the next BritePaths Pro Bono Financial Counselor training is scheduled for Tuesday, November 10, 2020, 6:30 - 7:30 pm - a presentation with Q&A. If you are interested in this opportunity, please register with Carole Rogers at CRogers@britepaths.org.  

 

In addition, Washingtonian has asked us to advertise their Top Financial Professionals survey for 2021.  Please click here to take the survey.

 

As you may have noticed above, we have shifted many of our Community Forums to be hosted by sponsors so that they can bring their specific expertise right to you on various topics.   We consider this shift a win-win as we are able to leverage subject matter experts from sponsoring companies to talk with our members while also providing our sponsors with much desired face-time in a virtual world.  From here, it’s full steam ahead as the board has our Strategic Planning Meeting for 2021 coming up in late October.  If you’d like to see anything different for 2021, please send the ideas my way – TrasborgP@cjmltd.com, and I am happy to bring it up for discussion at that meeting.

 

Until next time,

Parker

Parker Trasborg, CFP®

2020 FPA NCA President

TrasborgP@cjmltd.com