President’s Message

Parker Trasborg, CFP®

 

Dear Members,

Wow, what a year it has been.  Coming into the year, I had already expected things to be busy with our son due in April and taking the reins as President of the chapter.  Who would have imagined what we all had in store come mid-March and that it would stretch into at least 2021.  Add on top of that the presidential election, and the wild market which ended the longest bull market in history by quickest drop into a bear market ever, which was followed by a swift return of the market back to all-time highs.  It has truly been a unique year.  With some of the positive vaccine news, we are all hopeful that things will start to get back to normal sooner rather than later.  Luckily for the chapter, after just a couple of months of planning we were able to transition to offering virtual programming and introduced our Community Forums, both of which have been quite successful.  As we head into December, we are continuing our busy fourth quarter with four more events to close out the year.    

·       On December 3^rd our next Community Forum will be hosted by Gold Sponsor, Vanguard.  There are limited spots available for an intimate masters study group discussion led by Tom Galgano and Mike DiJoseph. 

·       Next up, our NexGen group is hosting their final study group of the year at 5:30pm on December 8^th.

·       Our annual member meeting where we announce the 2021 board  is scheduled for December 10^th and features two speakers.  First up, we have Jeff Levine discussing ‘Advanced Roth Conversion Planning’.  Following Jeff, Platinum Sponsor, Hines Securities, will discuss the Real Estate Market.  CFP® CE has been applied for and is pending.

·       Our final program of the year will take place on December 17^th.  A Community Forum hosted by two of our Platinum Sponsors, Osterweis and Invesco. 

Our Winter Symposium is scheduled to take place on January 25^th, 26^th and 28^th.  CFP® CE is still pending but we are hoping to have 13 credit hours available, making the event quite a deal at $125 for members to register at the early bird rate before December 15^th. Our Chair, Chris Rivers, has lined up an impressive slate featuring Michael Kitces, Brad McMillian, Rita Cheng, Kate Healy, Dennis Moseley-Williams, Carolyn McClanahan, Gary Altman, Steve Hamilton, and Brad Rutan.  They will be presenting on topics ranging from current industry trends to an update on the political and policy climates.  This is our marquee event, and we are pleased to be able to offer a discounted price compared to our in-person Symposium.

It is hard to believe but there are just a few weeks left in my term as President.  I am pleased to pass the torch on to Rose Price in 2021.  Rose has been on the board for a number of years and she and the 2021 board have some great ideas on how to build off of the pivots that we had to make this year.  It has been an honor to serve as President this year and I will now look ahead to planning the 2022 Winter Symposium.  I wish you all a very happy, healthy and restful holiday season.

Best wishes,

Parker

Parker Trasborg, CFP®

2020 FPA NCA President

TrasborgP@cjmltd.com