IN THIS ISSUE
SPRING 2013

President's Message
Membership Corner
Government Relations Corner
Member Highlights
Partnervest Special Event
Planned Giving Conference
UCD Extension Courses
Upcoming Meetings 
Chapter Sponsors

Board of Directors

President
    Scott Draper, CFP®, CPA
Pennington Financial Group
scott@pfgadvisor.com 
(916) 635-5858

__________________________
President-Elect
 Lori Ackerman, CFP®
lori@starstream.net
(916) 632-0631
                           
__________________________
Chairman/Past President
      Debbie Grose, CFP®
Lighthouse Financial Planning, LLC
debbie.grose@lighthouse
financialplanning.com

(916) 932-7200
__________________________
Treasurer
Daniel Andersen, CFP®
Parkshore Wealth Management daniel@pwmadvisor.com 
(916) 797-3007
__________________________
Director of Programs
Aimee Gamez
agameznotary@gmail.com
  (916) 832-9292
__________________________
Director of Membership
Lauren Williams
mrs.laurenwilliams@gmail.com 

(916) 543-2437
__________________________
Director of Pro Bono
Matthew Page, CFP®
Capital Planning Advisors
matt@capitalplanningadvisors.com 
(916) 286-7650
__________________________
Director of Public Relations
Jeff Maas, CFP®, ChFC®
Lincoln Financial Advisors
jeff.maas@lfg.com
(916) 868-3900 ext. 3935
__________________________
Director of Career Development
Chase Armer, CFP®, CFA®, EA
Planned Solutions, Inc.
carmer@plannedsolutions.com
(916) 361-0100
__________________________
Director of Gov’t Relations
Jim Johnson, CFP®
Lighthouse Financial Planning, LLC
jim.johnson@
lighthousefinancialplanning.com

(916) 932-7200
__________________________
Director of
Corporate Sponsors

Janice Dunn, CFP®
Partnervest Financial Group, LLC
jdunn@partnervest.com
(805) 966-1266 ext. 202
__________________________
Executive Director
Holly Wilkerson
FPA of Northern California
holly@fpanc.org
(916) 443-4237
__________________________

FOLLOW US



SAVE THE DATE

Saturday, October 26, 2013
Greater Sacramento Financial Planning Day
West Sacramento City Hall

More details to follow soon


The heart of Financial Planning TM
President's Message - Scott Draper, CFP®, CPA

 

Scott Draper
Scott Draper

An Opportunity to Get Involved

As financial planners, we work to become familiar with our clients’ lives and help them achieve their financial goals.  This leads to success for our clients and corresponding success for our businesses.  As a board this year, we are working to build on our success by evaluating our current initiatives and looking to streamline or improve them.  This will lead to more success as a professional organization.  The FPA of Northern California exists to help all of us as local professionals.  As you know, we are a member supported, not-for-profit organization.  I encourage each of you to reflect upon what the chapter does for you and what you would like to see improved.  Please get more involved by doing one of the following:

Attend the Meetings – We work hard to have quality presentations and great networking opportunities each month.  If you haven’t joined us in a while, please consider coming to a meeting.
Invite a Friend – We all know others in our profession who could benefit from our organization.  Reach out to one of them and invite them to an FPA meeting or event.
Volunteer – There are many volunteer opportunities within the chapter.  We are always in need of new committee members, event volunteers, mentors, etc.  Please let a board member how you feel you can help and we’ll make it happen.
Recruit a Sponsor – The strength of the local chapter is heavily dependent on our sponsors.  Reach out to your favorite service provider and invite them to support us.  This is often a win-win proposition.
Strengthen the Profession – This can be done through government advocacy, marketing, pro-bono efforts and great client service.  FPA is only as strong as its membership.
Provide Feedback -  The board always strives to do what is best for the chapter, but your voice can help direct our efforts.  Please let us know what you think.

                                               

Membership Corner - Lauren Williams
Lauren Williams1

Lauren Williams

CSUS Business Career Fair, April 18th, 10:00 am - 2:00 pm

This is a great opportunity for our members! The Business Career Fair fosters relationships between California State University, Sacramento students and businesses from across Northern California by providing employers an opportunity to meet potential applicants while offering business students a forum to network with a wide range of businesses and fellow students. The Business Career Fair allows employers to present career and internship opportunities for the very best students CSU, Sacramento has to offer. They would like to welcome you and hope that you find this event to be a valuable experience. For further information, please email businesscareerfair@gmail.com  or call Bruce Shiba at (707) 499-5702 and use FPA as reference. Click here for the flyer

____________________

About the Member-Get-A-Member Program

Referring colleagues is rewarding with the Member-Get-A-Member program. 

Savings
Referring and referred members receive discounts on their annual membership dues.  The more you refer, the more you can save!

Recognition
FPA recognizes those who have contributed to the growth of FPA and the financial planning profession. 

Members will receive special recognition in FPA publications and at FPA events and conferences.

Click here to refer a colleague or for more information

                                                  

 

Government Relations Corner - Jim Johnson, CFP®
Jim Johnson
Jim Johnson
You are invited to the joint meeting sponsored by:

The Department of Corporations, the FPA of Northern California and the FPA of California

Overview of the Department of Corporations, Securities Regulation Division and An Explanation of the Rulemaking Process

Ever wonder who our state securities regulators are and what they do? And how do those Rules that we have to comply with come about, anyway?

Then you should attend this informative and interesting meetin
g.

Wednesday, June 19, 2013 from 2:30 pm to 4:00 pm
Department of Corporations
1515 K Street, Suite 200
Sacramento, CA 95814
Download flyer here

 
Member Highlights

Members Reaching Milestones

Name Years
Kathleen Carpenter
10
Robert Leeds
10
Mark Sisto
10

Welcome Our Newest Members                             

Name
 
Deron Allred  John Hancock
Russell Brown
 Peter Moulton
Elias Chaikin
Terry Sherrill
Kevin Charter
 Donna Shioya
Justin Detray
 Julie Van Dooren
Pat Driver
 Randy Wheeler

 
                                                                 

Private Invitation from Board Member, Janice Dunn, CFP®

Partnervest Logo 2012

Partnervest Advisory Services, LLC is opening up a limited number of all expenses paid invitations to our 2013 Wealth Management Conference scheduled for May 13-15, 2013 in Santa Barbara CA. This exclusive event will provide access to our Senior Management Team including Portfolio Manager Jim Herrell, CFA and CEO Ken Hyman, as well as our professional partners at iShares, Blackrock, Oppenheimer/SteelPath MLPs, Guggenheim, State Street & TD Ameritrade. This opportunity is limited.  If interested, please contact Janice Dunn at jdunn@partnervest.com or 541-868-4558 as soon as possible for the agenda and additional information.


                                             
 
21st Annual Conference on Planned Giving
April 29, 2013, 7:30 am - 6:00 pm

FPA of Northern California members are eligible to receive the Member Rate to attend the Northern California Planned Giving Council's conference.  Advanced Registration Rates:  FPA Members-$235, Non-Members $285. Click here to learn more.


UC Davis Extension Courses

Principles of Financial Analysis, 3.5 quarter units academic credit, X420.11, April 16-June18: Tues., 5:30-9p.m.

Risk Management in Personal Financial Planning, 3.5 quarter units academic credit, X420.4, April 3-June 5: Wed., 5:30-9 p.m.

Fundamentals of Personal Financial Planning, 3.5 quarter units academic credit, X420.2, June 11-Aug. 13: Tues., 5:30-9 p.m.

Income Taxation in Personal Financial Planning, 3.5 quarter units academic credit, X420.8, June 13-Aug. 22: Thurs., 5:30-9 p.m. (no meeting July 4)


Click here for the complete course descriptions

 

Upcoming Chapter Meetings
                                          

April 12, 2013
Topic:  Navigating the New Fixed Income Landscape
Speaker: Solomon Stewart, CFA, Vice President / BlackRock

May 10, 2013
Topic: Ethics
Speaker: Lori Ackerman, CFP
®
                                                                          


A Special Thank You to Our Chapter Sponsors!

GOLD

iLoanLogoWhitesmall The Hartford
Robin Bevier Logo 2013 United Lending Partners

ILVER

SILVER

 UnitedHealthcare2 

Contact Information

                                               

Holly Wilkerson, Executive Director
FPA of Northern California                      
P.O. Box 188293
Sacramento, CA 95818
Phone / Fax: (916) 443-4237
Email: holly@fpanc.org
Website: http://www.fpanc.org