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  • Thursday, September 04, 2014 2:29 PM | Brian Frederick

    In previous messages, I have shared some of my favorite quotes. These are thoughts that have special meaning and relevance in my life and relevance in our work in the FPA of Greater Phoenix. My hope is that they might be as beneficial or inspirational to a reader as they have been to me. Today, I would like to share another quote, this time from the German author, Johann Wolfgang von Goethe.


    “Until one is committed, there is hesitancy, the chance to draw back – Concerning all acts of initiative (and creation), there is one elementary truth that ignorance of which kills countless ideas and splendid plans: that the moment one definitely commits oneself, then Providence moves too. All sorts of things occur to help one that would never otherwise have occurred. A whole stream of events issues from the decision, raising in one’s favor all manner of unforeseen incidents and meetings and material assistance, which no man could have dreamed would have come his way. Whatever you can do, or dream you can do, begin it. Boldness has genius, power, and magic in it. Begin it now.”     - Johann Wolfgang von Goethe


    Perhaps this principle was well illustrated by the command from military leaders past to “burn the boats.” How would each of us live our lives differently if there was no “plan b”? And what is stopping us from having that level of commitment in our work, relationships, communities, etc. currently? What is holding us back?


    I hope that each of us has a vision for what we want our lives to be and for the legacy we want to leave. While I would not endeavor to suggest what this vision should be for each person, I submit that life is more powerfully lived when we are committed to a cause greater than ourselves. I know from experience that whatever our personal vision is, it is achievable. We just have to fully commit to making it happen.


    As a chapter, we have a vision to be the premier source of financial planning professional development and continuing education in the valley. We are committed to making that vision a reality. In the coming months, you will see additional measures that we have taken to fulfill this commitment. But the commitment of the board alone is not enough. We need each chapter member to be engaged in helping us realize our vision. So, if you have suggestions, please share them. If you have concerns, please voice them, and most of all, get involved!


    Sincerely,


    Jason Miller, CFP®


    2014 Chapter President


  • Thursday, July 31, 2014 4:16 PM | Brian Frederick

    The following presentation and coaching opportunities are available for FPA of Greater Phoenix members who are interested in donating a small amount of their time to help those in our community who may not have access to Financial Planning resources.  Please consider helping out.  For further information, please contact Lyle Capstick, Pro Bono Director, at 612-991-9780 or FPA.GrPhx.ProBono@gmail.com


    Date

    Organization

    Activity

    August 19, 2014

    Family Self Sufficiency

    Alliance

    Choosing the Right Insurance Presentation

    7:00 – 8:00 pm, Tempe

    September 3, 2014

    Valley of the Sun United Way

    Taking Control of Your Finances – 8 Steps Presentation

    3:50 – 4:50 pm, Phoenix

    October 1, 2014

    Valley of the Sun United Way

    Taking Control of Your Finances -  8 Steps Presentation

    3:50 – 4:50 pm, Phoenix

    October 21, 2014

    Family Self Sufficiency

    Alliance

    Wills and Trusts Presentation

    7:00 – 8:00 pm, Tempe

    TBD

    ASU Foundation

    Real World Retirement Planning Presentation

    November 19, 2014

    Family Self Sufficiency

    Alliance

    1 on 1 Coaching: 6:00 – 8:00 pm, up to four 30 minute sessions per advisor volunteer

  • Thursday, July 31, 2014 3:59 PM | Brian Frederick

    Welcome New Members!


    Kevin Berglund, CFP® - Berglund Financial Group

    Noel Ferlen

    Alexander Koury

    Rob Huish

    Ryan Ricedorff, CFP® - Tribecca Financial, LLC

    David Sears – Secure Financial Solutions Group, LLC

    Marcus Waddell

    David A. Dietz – Midas Financial

    Kenneth Haycraft, CFP® - USAA

    Heather McClain, CFP® - LearnVest

    Christopher Vaughn – Charles Schwab

    Laura Trindl

    George Lydford – Lydford Financial PLC

    Vanessa Lee, CPA, MBA

    Robin Faison – Open Mortgage LLC

    Michael Peterson – Thrivent Financial

    Jeanette Ellison – Aventa Senior Care

    Will Bohannan – Walton International Group

    Jacob Gold, CFP®  - Jacob Gold & Associates

    John Nielsen – Wells Fargo Advisors

    Anita Nickerson, CFP® - College for Financial Planning

    Dan Owens – CoBiz Wealth/Arizona Business Bank

    Fred Bowman

    Julia McCray

    Todd Muncy, CFP® – Wells Fargo Advisors

    Jared Williams – BCI Capital

    Jose Olivares, CFP® - Olivares Business Group, LLC

    Kim DeVoss, CFP® - Wells Fargo Advisors

    Quamrul Arefeen

    Daniel King, CFP® - Charles Schwab

    Don R. Wilde – W. Financial, LLC

    Kimberly Rollins – United Planners

    Eileen Paddock – Elderflower Group, LLC

    Jared McLaughlin

    Scarlet Filmore

    Jennifer Vamvakias – Intelligent Capitalworks

    Alan Baskin – Baskin Richards

    Brad Mayer, CFP® – BMO Private Bank

    Desaree Venema

    Mark S. Hall – HF Capital Group, LLC

    Laura Ebert – Willis Personal Lines, LLC

    Jenna Biancavilla – Berthel Fisher & Co. Financial

    Natalie Romano, CFP®, MBA

    Shane Farina, CFP® – Fidelity Investments

    Reynaldo Martinez – New England Financial


    Member Anniversaries!


    30 YEARS


    Sue Larkin, CFP® – Larkin Associates/Cetera Networks

    Michael Black, CFP® – Michael Phillips Black Wealth Management

    Donald Hughes

    Allan Rosen


    25 YEARS


    Marty Henne, CFP® – The Henne Financial Group


    15 YEARS


    Randy Huston, CFP® – Yellowstone Trust Administration

    Rick Shaw, CFP® – Lincoln Financial Network

    Patrick Ertz, CFP® – United Planners/Guardian Fin’l. Svcs.

    Jon Ford, CFP® – CF Financial Planning Solutions, Inc.

    Michael Hughes, ChFC®

    Jay Penney, CFP® – J.R. Penney, LLC


    10 YEARS


    James Shoultz, CFP® – Charles Schwab


    5 YEARS


    Cody Amis, CFP®, CFA – Stoker Ostler Wealth Advisors

    Cheryl Bodwin, CFP® – Charles Schwab

    Phillis Pilvinis – PSP & Associates

    Bruce Hosler, CFP®, EA, AIF® – Hosler Wealth Management, LLC

    Michelle Buonincontri, CFP® – Schwab Private Client

    Marie Burns, CFP® – Clifton Larson Allen


    Congratulations!

  • Thursday, July 31, 2014 3:52 PM | Brian Frederick

    Increasing the visibility of Financial Planning Association of Greater Phoenix is a goal of each President and Board member.  However, not all achieve it in such a dramatic fashion as our current President, Jason Miller.  Jason was recently honored by not one, not two, but three entities!


    In January, Arizona Business Magazine, published by AZ Big Media, named Jason Miller to its list of Generation Next Forty Under Forty honorees.  According to AZ Business, these are the “most forward-thinking and dynamic business leaders…. who will be leading the charge….as Arizona transitions from a state built on copper and cotton into a state whose economy relies on computers and healthcare.”


    On June 19th, Jason was honored by the Phoenix Business Journal as part of their Phoenix 40 Under 40 class of 2014.  The award ceremony took place at the Phoenix Theater.  According to the Journal, “Each class features a diverse collection of business, community, government and non-profit leaders who have achieved impressive milestones in their businesses and careers and have made significant contributions to the Valley’s overall quality of life.”


    Last, but most impressive of all, Jason was chosen from 1,200 nominations nationwide, to be a member of the initial Investment News’ Top 40 under 40 List.  The list includes up-and-comers impacting the financial planning profession in different ways. Other familiar names on that list are Michael Kitces and Wade Pfau. A luncheon was held June 2nd in New York to recognize the honorees.


    Congratulations, Jason!

  • Thursday, July 31, 2014 3:43 PM | Brian Frederick

    As I write this message, it sure feels like we have entered the “Dog Days” of summer. The “Dog Days” of summer is the period of time in July and August when temperatures and humidity in the northern hemisphere are generally at their highest. The term “Dog Days” is a reference to the star Sirius (referred to as the “Dog Star”) in the Canis Major constellation. Early Greek and Roman astronomers observed that, during the summer months, Sirius would rise and fall with the sun and they believed Sirius contributed to the heat of these summer months! Hence the term “Dog Days” was born. Whatever the source, the term feels appropriate for Phoenix in in the summer! 

    As a child, my younger brother and I would fly to Arizona most summers to visit my father. I still remember having flight complications in June of 1990 when the temperature reached over 120° F! The details are fuzzy, but I think the pilot almost couldn’t land the plane because of the heat! It may have actually been the all-time record setting day for Phoenix . All I know for sure is that it was hot! For your edification here are some interesting statistics from http://www.wrh.noaa.gov/psr/ about the Phoenix heat.


    Ten hottest Phoenix days on record:


    ·         June 26, 1990 - 122

    ·         July 28, 1995 - 121

    ·         June 25, 1990 - 120

    ·         July 2, 2011 - 118

    ·         July 21, 2006 - 118

    ·         July 27, 1995 - 118

    ·         June 28, 1990 - 118

    ·         June 27, 1990 - 118

    ·         July 4, 1989 - 118

    ·         July 11, 1958 - 118


    Average daily Phoenix temperatures:

    ·         July – 106.2° F

    ·         August – 104.5° F

    ·         June - 104° F


    While clients and advisors alike escape the heat and enjoy much needed summer relaxation, we at the FPA of Greater Phoenix will press on! So, if you have a craving for some high-quality financial planning continuing education, please come on by. Whatever your plans, I hope you find them enjoyable!

    Jason                                                                     

  • Thursday, July 31, 2014 3:40 PM | Brian Frederick

    On June 29, Rick Hathaway, 55, passed away following a long and difficult battle with cancer.  This gentle giant leaves behind a loving family, many coworkers and colleagues who will miss him deeply.  To know Rick was to love him.  His services were on July 7th.

     

    If you are interested in honoring Rick in some manner, the family has suggested donations go to:

    Desert Springs Bible Church

    16215 N. Tatum Blvd

    Phoenix, Az  85032

    www://desertsprings.com/

    or

    Wounded Warrior Project

    www:wounded warrior project.org/donate

    1.888.289.0280

  • Thursday, June 26, 2014 4:11 PM | Brian Frederick

    At least to my mind, our Founding Fathers fought for the ideal that each person should have the opportunity to create in life whatever he or she dreamed possible; that no person should be destined to power or privilege based solely on his lineage; and that every person, according to his thrift and industry, should have the opportunity to rise above whatever circumstances he was born into. They fought, and many gave their lives, for the principles of personal liberty and freedom from oppressive government. They risked committing treason by adopting the Declaration of Independence on July 4, 1776 and, with help from allies, subsequently prevailed against a much more well-equipped force. These and other innumerable acts of bravery and courage laid the foundation for this great nation and made it possible for each of us to enjoy our own quest for our “American Dream.”


    I find myself reflecting this time of year on the sacrifice of those who have gone before us. I am deeply moved by those who fought for a vision and dream greater than themselves; who were willing to sacrifice their lives, if necessary, to make it possible for future generations to live with freedom and opportunity.


    Let us never forget the power that comes from being engaged in a worthy cause; for fighting for something greater than our own self-interest; and for helping to secure opportunity for those who come after us.


    I believe the following to be, perhaps, one of the greatest lines ever penned by man:


    “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.”


    May each of us be ever grateful for the blessing of freedom which we daily enjoy.  Happy Independence Day!


    Best regards,

    Jason Miller, CFP®

    2014 Chapter President

    At least to my mind, our Founding Fathers fought for the ideal that each person should have the opportunity to create in life whatever he or she dreamed possible; that no person should be destined to power or privilege based solely on his lineage; and that every person, according to his thrift and industry, should have the opportunity to rise above whatever circumstances he was born into. They fought, and many gave their lives, for the principles of personal liberty and freedom from oppressive government. They risked committing treason by adopting the Declaration of Independence on July 4, 1776 and, with help from allies, subsequently prevailed against a much more well-equipped force. These and other innumerable acts of bravery and courage laid the foundation for this great nation and made it possible for each of us to enjoy our own quest for our “American Dream.”

    I find myself reflecting this time of year on the sacrifice of those who have gone before us. I am deeply moved by those who fought for a vision and dream greater than themselves; who were willing to sacrifice their lives, if necessary, to make it possible for future generations to live with freedom and opportunity.

    Let us never forget the power that comes from being engaged in a worthy cause; for fighting for something greater than our own self-interest; and for helping to secure opportunity for those who come after us.

    I believe the following to be, perhaps, one of the greatest lines ever penned by man:

    “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life,

    Liberty and the pursuit of Happiness.”

    May each of us be ever grateful for the blessing of freedom which we daily enjoy.  Happy Independence Day!

    Best regards,                                                                                                                                                    Jason Miller, CFP®                                                                                                                                                   2014 Chapter President

  • Friday, May 23, 2014 7:50 AM | Brian Frederick

    Due to the hard work of our dedicated board members and as a result of feedback from our membership base, we have made exciting strides in several key areas for our chapter. As we approach the half-way point of the year, I thought I would take the opportunity to share several of our accomplishments.


    Technology

    Under the leadership of our Technology Director, Brian Frederick, we identified several areas of improvement, which, I am happy to report, we are well on the way to remedying. First, we redesigned our newsletter format and transitioned to “paperless” meetings by sending presentations to registered attendees electronically in advance of our chapter meetings. Second, we have implemented a “preview” screen that runs prior to the start of our monthly chapter meetings. On these screens we will highlight our chapter partners, upcoming calendar items, chapter business, member recognition and other timely information. Third, and perhaps most exciting, we are well on our way to launching a redesigned chapter website. This new website is custom designed for our chapter, is easier to navigate, and will include exciting new features, including a local job board! I am so proud of the work Brian and the rest of the board have put into enhancing our chapter’s technology and hope you find it valuable.


    Partnership

    This year, we instituted an enhanced benefits package for our chapter partners. This new benefit package was the result of many hours of work and consultation with our valued chapter partners. They have received the new package enthusiastically and we hope to continue to provide them with value for their contributions to our chapter. Thanks go to Chris Hess and Allan Small for their hard work on this initiative.


    Public Relations

    We are very lucky in our chapter to have a true professional as our Director of Public Relations. Suzanne Muusers has done so much to raise the public profile of our chapter and I am deeply grateful for her contribution. In addition to spearheading our social media strategy, Suzanne is working on designing a “Money Makeover” series with local media outlets that would showcase the value of the financial planning process in helping consumers make smart financial decisions. We are excited about this project and will update you as it continues to develop!


    I don’t have room to highlight all of the meaningful work that has been done this year, but hopefully this will give you an idea of the amazing work that is being done by our volunteer Board. These individuals are passionate about their service and I am grateful to be associated with them. I have a favorite quote which hangs on my office wall, reminding me where my focus should be. It reads as follows:


    “It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.”
    -         Theodore Roosevelt
            Excerpt from the speech “Citizenship in a Republic”
            Delivered at the Sorbonne, in Paris, France on 23 April, 1910


    The work we do in our chapter ultimately helps consumers make smart financial decisions; decisions which affect their quality of life and the lives of those around them. The work we do is profoundly important and I salute those who are “in the arena.” Please take the opportunity to thank these individuals for their efforts.


    Best regards,


    Jason

  • Friday, May 23, 2014 7:25 AM | Brian Frederick

    SFSP - Society of Financial Service Professionals of Greater Phoenix


    June 3, 2:30-5:00 PM at Starfire Golf Club in Scottsdale. "Solving the Retirement Income Puzzle" and "It's a Numbers Game...It's About the Cash Flow, Not the Cash Pile" by Lee Hurney of Prudential Annuities. 2 hours CE. Call (480) 991-5151


    Planned Giving Round Table of Arizona


    June 3, 7AM-5PM at Phoenix Country Club. 20th Annual Summer Forum: "Nurturing Philanthropy Across Generations"


    For More information or to register, please go to: Planned Giving Round Table of Arizona

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