Saturday, October 31, 2020

 


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 4th 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

No comments:

Post a Comment