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