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Wow! Take a look at our New Member and Anniversary list below. Your Chapter is growing while maintaining so many great individuals and I am proud to be a part of it all. Our National organization is doing some terrific things to support and promote YOU... and the word is out! There are so many new and useful benefits that it is impossible to list them all here (spend 10 minutes on the FPA National website www.fpanet.org to get some updates for yourself). One benefit I’d like to emphasize in this issue is the FPA Member Advantage Program. I don’t know about you but I’m always looking for a way to save a buck (Groupon being the latest - thanks Evelyn and Mark!). Did you know through your membership you have access to some pretty terrific discounts? Check out the following link -www.fpanet.org/professionals/Membership/DiscountInsurancePrograms. There you’ll find member discounts from 10 to 30% on vacations and travel, office supplies, FedEx, Lifelock, IPS Advisor Pro and Naviplan - just to mention a few. Seems National is constantly adding to our list of available benefits... we just need to know where to find them.
Another place to search for member benefits is on your own chapter’s newly updated website www.fpaocc.org. Spend a few minutes learning about all the benefits and opportunities here in Orange County. Learn more about your committees, board, past presidents, NexGen community, calendar of events, local classifieds, study groups, education meetings, pro bono opportunities, scholarships, and most important... our partners who financially support all of these efforts.
And lastly, scroll through your newsletter for May/June and mark a few dates on your calendar - June 15th for the So Cal FPA Technology Day, August 24th for our quarterly education meeting with Dr. Esmael Adibi and Mitch Anthony slated to present, October 8th for our second annual OC Financial Planning Day and October 19th for our Allied Professionals Summit. Oh, and I can’t forget FPA Experience 2011 on September 15th - 18th in San Diego... rumor has it it’s going to be “The Most Interesting Conference in the World”!
More to come... be proud that you are a part!
A MUST READ
Promote your FPA membership by using the FPA Member Logo. Displaying the FPA Member Logo communicates your dedication to FPA's Code of Ethics and Standard of Care.
If you volunteer your time to any OC Community-based Organizations, please report your volunteer work via our new BRAG List function.
By completing the data fields, you help FPA OCC keep track of pro bono and community outreach volunteer work within the OC community. You will also help FPA National maintain statistics for our organization's national profile with the media. Both help to highlight our profession.
If you have any questions, please contact Julie Holmes-Grady at firstname.lastname@example.org
PRO BONO SURVEY QUESTION:
As an FPA OCC pro bono volunteer, would you be interested in establishing a relationship with a "pro bono client" over a 6-month period? Or perhaps over a 1-year period?
I have been asked by a number of OC charitable organizations if we, the FPA OCC, would provide volunteers to meet this community need. As Chair of the FPA OCC Pro Bono/Community Outreach Committee, I need to get a feel from the FPA OCC membership as to the time you would consider offering.
To help you in these matters, the FPA offers "Money 101," a free online financial assessment tool for you to use, which is accessible to both planners and their pro bono clients. This tool is provided to us for free by the Foundation for Financial Planning.
Please notify me at email@example.com if you have an interest in establishing a longer-term relationship with a pro bono client.
2011 ORANGE COUNTY FINANCIAL PLANNING DAY
Here we go again...the 2011 OCFPD is about four months away! This year, the event will be held on Saturday, October 8th at the Brandman University Irvine Campus. (Brandman University is a member of the Chapman University system.)
Click here for more info.
We will need many Pro Bono volunteers to meet with the attendees to discuss personal financial matters. Also, we will need a number of Administrative volunteers to help with the smooth flow of the events throughout the day.
The Steering Committee is currently working on identifying the presentation topics as well as the Speakers for the workshops that will take place throughout the day.
If you are interested in either volunteer category or have an interest in being a Speaker, please contact Julie Holmes-Grady at firstname.lastname@example.org.
Venturing Boy Scouts of America: Financial Education Program
Long-time FPA OCC Pro Bono/Community Outreach Committee Member Rick Kagawa has been busy! Over the last four years, Rick has been working closely with the National Endowment for Financial Education (NEFE) and the Boy Scouts of America to produce a financial education program for the high school age coed program called Venturing. Venturing serves 172,000 young men and women, age 14 to 20, across the country.
This documented program is an important milestone for the BSA in that it ensures that the Program's message is consistent across the nation, regardless of who teaches the material to the Scouts at the local level. By completing the Venturing Financial Education Program, a Scout will demonstrate his/her knowledge in financial matters. And, the BSA will recognize and reward the Scout's knowledge with a merit badge.
The financial education program covers the following essential financial topics:
This program is currently in the field testing phase.
Rick's legacy will be great as the Boy Scouts of America Organization continues to use this material for years to come. Congratulations Rick!
Current Volunteer Opportunities:
Contact: Julie Holmes-Grady
One Thing Leads to Another... Get involved and make a difference! If we all just did ONE THING, imagine the impact we can have on our Chapter and on shaping our profession!
Why do you serve?
“Network with other advisors to help me in my profession and broaden my options for my future, as well as to keep on top of what is happening in the local and national financial planning community and how FPA fits into this picture.”
- Steve Kiernan, CFP®
Click here to view all quotes ...
The Orange County FPA Chapter Committees have many opportunities for you to get involved. Please visit our website for more information, and volunteer your time to do ONE THING.
THANKS TO OUR PARTNERS!