• Monday, May 25, 2015 1:23 PM | Melissa Kemp (Administrator)

    Click here to see the May note from our President, Darin Shebesta.

  • Monday, March 30, 2015 5:57 AM | Brian Frederick

    The month of April starts off with April Fool’s Day – in the spirit of that holiday, I’d like to encourage you to not be fooled by anything other than a CFP Professional.

     

    The recent CFP Board commercial with the gentleman who walks and talks like a financial advisor but at the end of the day is a DJ is a good reminder of how easy it can be to be fooled. I know the ad campaign has been polarizing, but I like the fact that it’s creating a buzz among the public in addition to generating name recognition for the CFP mark in the marketplace.


    What sets CFP® practioners apart are the four E’s: Education, Exam, Experience, and Ethics.  I appreciate that you have seen these on numerous occasions throughout your career, but I request that you put aside your preconceived beliefs and look at it with a fresh pair of eyes. (more)


  • Monday, March 16, 2015 5:57 PM | Melissa Kemp (Administrator)

    Calling All CFP's interested in Public Presentation Opportunities!


    The American Association of Daily Money Managers will be holding their 2015 National Conference  in Scottsdale at the Hotel Valley Ho on November 7th and 8th.  They expect between 130-150 members in attendance.  Their budget provides for a modest honorarium.


    The FPA topics that they would appreciate consideration would be Budgeting 101: Life's Balance Act, Choosing the Right Insurance for Every Stage of Your Life, Money and the Human Experience.


    They have identified additional topics of interest, including Reviewing Investment Statements; What a DMM needs to know and Inheritance and Death:  What to do with Investment Accounts.


    Please call the FPA of Greater Phoenix office, or e-mail ExecDirector@FPAofPhoenix if you would like to learn more about these opportunities.

  • Monday, March 16, 2015 5:12 PM | Melissa Kemp (Administrator)

    For March, in honor of the new collaboration with the CFA Society of Phoenix, we rolled out a beta test. 


    The first 25 registrants (excluding FPA current board members) are lucky, as they will receive a VIP package when they arrive on March 25th. 


    Our objective:  encourage early registration response, which will help us build excitement for each meeting,  give us early indicators of how well received a planned presenter and topic may be so that we can respond if we aren't communicating well, and reward our members and guests who are the first in line.


    We received enough registrations to hit the VIP target 2 days after sending our first meeting announcement out.  VIP's for March were taken by Friday afternoon!


    Looking forward to seeing you all with Rick Ferris,


    Melissa

  • Thursday, March 05, 2015 9:01 AM | Brian Frederick

    With the celebration of St. Patrick’s Day on March 17th, the month of March is often associated with luck. As such, I’m going to approach the topic of luck from two angles today: First is a look at luck versus skill; and the second is how lucky we are to have what we have, do what we do, and be who we are.

     

    The first way of looking at luck is to compare it to skill. It is important not to confuse the two, especially in our business. Now I know that there's a level of proficiency involved in becoming a Certified Financial Planner™ including the time invested, the knowledge developed, and the expertise honed from experience. How much do we actually control through our skill though?   more...


  • Thursday, March 05, 2015 8:54 AM | Brian Frederick

    I am reaching out today to tell you about a new strategic partnership and an opportunity for FPA members to demonstrate their experience and knowledge of financial planning to millions of American workers.

    FPA has partnered with LifeCare, one of the country’s leading providers of work/life balance services to 61,000 American companies and over 61 million American workers. The partnership with LifeCare calls for both organizations to create an education hub on the LifeCare platform that their members can access to learn about personal financial matters. The content will be generated by CFP® members of FPA who will act as content specialists. These members will be engaged by the LifeCare team to develop articles, podcasts and on-demand webinars for their members to use. The goal is to begin generating this new content in the coming weeks.

    We are now recruiting FPA members to serve as content specialists. For a member to qualify for this opportunity they must:

    • Be a member of FPA in good standing
    • Be a CFP® professional
    • Have attended an FPA media training
    • Be comfortable with speaking and/or a solid writer
    • Be proficient in one of the key content areas we are recruiting for right now (see below)

    The following are the key content areas where we need members to serve as content specialists. We are limited to recruiting four members per subject area. The subject areas include:

    • Financial considerations of preparing for a baby
    • Financial considerations of adoption
    • Financial considerations of raising a child (covering infant, toddler, preschool, school-aged children)
    • Special needs planning
    • Financial considerations for an aging loved one
    • Finances and Getting Married
    • Financial Planning and Divorce
    • Finances and Serious Illness
    • Financial Considerations of Moving/Relocating
    • Dealing with Financial Hardship
    • Dealing with Loss
    • Financial Planning and Military Personnel

    Over the coming months we will be opening recruitment for additional content areas, but for now we are restricted to the content areas mentioned. Those who are interested in being a content specialist will be asked to work with the LifeCare team to dig into these topic areas to uncover all of the potential financial issues and develop content to educate LifeCare members. In return, members who participate will be promoted on the LifeCare platform. So this is very good visibility for participating members and FPA!

    I am hoping to start collecting names of interested members ASAP. If your chapter would be willing to let your members know I would appreciate it. If you have members who want to participate, they should email me at blewis@onefpa.org with the following details:

    • Name
    • Credentials
    • Company
    • City/State
    • Chapter Affiliation
    • Phone
    • Email
    • Website Address
    • Link to Bio Online

    And if you want to share a link to a brief video that explains the LifeCare partnership and the opportunity for members to participate go to:

    https://vimeo.com/lifecare/review/118529007/c9803a5d8b

    Please let me know if you have any questions!

    Ben Lewis

    FPA Public Relations


  • Thursday, March 05, 2015 8:41 AM | Brian Frederick

    Congratulations to the following members celebrating longevity milestones this month. We appreciate you!


    5 Years

    Phil Nagel, CFP®, ChFC, CLU

    C. Dwayne Warrick, CFP®


    15 Years

    Jan Bryan, CFP®, AIF

    Chuck McGrath CPA, MBA, CFP®

    Dail Meikle, CFP®

    Paul Van De Beuken, CFP®, CRPC®



  • Thursday, March 05, 2015 8:35 AM | Brian Frederick

    HECM Reverse Mortgages: Now or Last Resort? 


    FPA of Greater Phoenix Member C. Angus Schaal, CFP(R), contributed to the May 2014 edition of the Journal of Financial Planning. 


    You can read the entire article here: http://www.onefpa.org/journal/Pages/MAY14-HECM-Reverse-Mortgages-Now-or-Last-Resort.aspx


  • Wednesday, March 04, 2015 10:58 AM | Brian Frederick

    Last night we had six FPA members along with members of the Arizona Society of Certified Public Accountants and the Arizona Society of Enrolled Agents provide financial and tax advice to readers of the Arizona Republic. For more details, you can read the entire story at AZCentral.com.

  • Thursday, February 05, 2015 7:00 AM | Brian Frederick

    So the theme for my February President’s Message is 'Love' as it coincides with Valentine’s Day falling smack dab in the middle of the month. This is the time of the year to love the one you're with. In my world, as well as for many others in our chapter, the FPA is a labor of love. Therefore, I’m going to take a moment to love on it.


    I’d like to start off by saying I love the FPA. To have a unified organization that champions financial planning practitioners is awesome. We all represent the evolution of our profession and the betterment of all humanity as a result. The FPA looks after us by: advocating for legislation that furthers our profession, sharing best practices in business succession planning, furthering our efforts in practice management, developing standards in relationship management, and bringing a community together as One.


    I love financial planning as a profession. I’m biased, but I believe we have the best profession in the world. I say this for several reasons. From a business standpoint, we have a recurring revenue model so the work we do each year builds upon the prior year. Next thing we know we have a thriving and vibrant practice with an abundance of clients who turn to us for financial guidance in their lives. I appreciate the flexibility we have in our business to operate from anywhere as long as there is computer and phone access. But most of all, the satisfaction and fulfillment of helping clients achieve what’s important to them and see them through the ups and downs of life is gratifying in its own right. That in and of itself gets me fired up everyday to serve others. You do what you love and the money comes.


    I love our board members. As I mentioned last month, we have a tremendous team this year! They have contributed time out of their busy schedules to further the profession in areas they care about. It’s amazing to see what voluntary firepower can accomplish over a short period of time. These people have their hearts in the right place and a burning desire to make a difference.


    I love our committee members. These individuals have given their time, talent, and treasures to contribute to the various committees in our chapter.  They may be future board members, current board members, or past board members. The bottom line is they are doing this on a voluntary basis and assisting the Committee Chair in fulfilling their mission and vision. Much of the heavy lifting is done at the committee level and I am appreciative of these folks. I am also including our volunteers for the various events during the year including phone banks, Financial Planning Day, community service projects, etc.


    I love our chapter partners. They have invested in our organization monetarily as well as by participating in our chapter meetings, annual symposium and other events. They see the value of the financial planning profession and the importance of building relationships with the best and brightest financial planners in the valley.


    I love our clients. They are the ones that have placed their trust in us to assist them with one of life’s most closely held asset, their personal wealth. The fees they pay allow us to put food on the table for the household and live a life of freedom and financial independence.


    And last but not least, I love our chapter members. You are what keeps this organization in existence. We are here for you. If you are not fulfilled, we are not alive and thriving. You take time from your workday to drive to the chapter meetings, spend your afternoon participating in the meetings, and then drive back to your office or home at the end of the day in the midst of traffic and everything else you have going on. You pay dues for membership as well as our chapter meetings and symposium so we know you contribute financially as well.


    And the list goes on.


    I challenge you to look at all the areas of your life where love is present and bring a little love to the February chapter meeting. We look forward to seeing you there.


    All the best from your Chapter President,


    Darin



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of Greater Phoenix

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