May 2012 Newsletter
Monthly Meeting | May Program
Thank you to The H Group for sponsoring this month's luncheon!
The Art & Zen of Asking for (and Getting) All The Business You Want
Carolyn Campbell
MAC
May16, 2012
11:30 Lunch
12:00 - 2:00 pm Meeting
Do you want to gain more comfort and skill asking for the business you really want? Whether you are launching a new business or growing an existing business, this presentation will show you how to leave the “marketing mill” behind and adopt a fresh approach to attract the right kind of clients, strategic partners, and business opportunities. During this interactive, action focused workshop, we’ll get down to business and give you tools to use right away. Come ready to:
- Discover the real ‘secrets’ of getting more of the business you love.
- Learn how to identify great clients and referral partners.
- Find out how to get past polite discourse and connect with greater impact.
- Build a flourishing business by asking for the right business
Carolyn Campbell is an international coach, speaker and workshop facilitator. Her writing has been featured in national publications, business journals, anthologies, and online magazines.
REGISTER or learn more
Message from the Board | 2013 Mid-Winter Conference Planning is Underway
We need your help!
Do you want to serve on the committee to help plan the event?
Are there topics you would like to see presented?
Do you have any suggestions to help improve the conference?
Contact Brent Hamilton @ (503) 699-9200 or brent@WBHFinancialServices.com if you'd like to get involved or have any suggestions.
Membership Update | Member Spotlight
Do you have a colleague who excels at what they do? Who recently accomplished a giant feat? Someone you think should be recognized for their work? Well if so, let us know!
We've added a Member Spotlight to our homepage to highlight the accomplishments of our members. April's feature was Yunny Dang, CFP®. Mrs. Dang specializes in wealth preservation, retirement and estate planning with Lincoln Financial Advisors in Portland. She has been serving the needs of Asian & other minority families since 2005. Like many professional working women, Yunny works hard to take care of her clients while also raising a 4-year-old son with her husband Joe. Yunny has a BS in Chemistry from the University of Alaska in Fairbanks and is also a returned Peace Corps volunteer.
If you have a colleague you'd like us to recognize email us atadmin@fpa-or.org or call our office at 503-286-8350.
CFP Scholarship: Application Process Now Open
Are you currently enrolled in or recently graduatef from a financial planning degree or certificate curriculum administered by an accredited university or program
(registered with the CFP Board)?
Apply for the 2012 CFP® Scholarship!
The primary aim of the Financial Planning Association (FPA) is to be the community that fosters the value of financial planning and advances the financial planning profession. FPA’s strategy to accomplish its objectives involves welcoming all those who advance the financial planning process and promoting the CFP® Certification marks as the cornerstone of the financial planning profession.
Each of the winners will receive a $600 merit-based CFP® Certification Examination reimbursement scholarship. All awards will be paid in arrears once all criteria have been met, including passing the exam. No partial awards will be granted. The decisions to award these scholarships shall be made at the full discretion of the FPA Oregon and SW Washington Scholarship Program Selection Committee. All applicants are responsible for reading, understanding and abiding by all of the guidelines.
Learn more or
Apply
Bowl-A-Thon!
FPA is Participating in Junior Achievement’s Annual Bowl-A-Thon
Your Financial Planning Association of Oregon & SW Washington’s bowling team – “The FPA Pin Busters” will show off their skills at the Bowl-A-Thon on Friday, May 4th from 5:00-7:00 pm at Hollywood Bowl. Our team members includeJessi Howe, Kim Baker, Ted Haley, Jason Ball and Brent Hamilton. Our team has raised over $500 so far.
A big “thank you” goes out to our supporters:
Cal Abts
Hans Manseth
Kris Tent
Bob Haley
Phyllis Carlton
Becky Eckert
Jessi Howe
Kim Baker
Brent Hamilton
Ted Haley
There is still time to contribute to Junior Achievement and sponsor our bowlers! To make a tax-deductible contribution, CLICK HERE. You can search for team member Jessi Howe to make a donation.
Thank you in advance for your support!
Message From Pro-Bono| Financial Planning Day
Save the Date!
2012 Portland Financial Planning Day!
Saturday October 6, 2012
Portland Financial Planning Day is organized by City of Portland in partnership with FPA OR & SW WA and is part of Financial Planning Days – a first-of-its-kind national initiative to provide free financial education and programming to people across the country. Financial Planning Days was created by four national non-profit organizations – Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors.
At the event, experts like yourself will be stationed at tables and will meet with community members one-on-one to offer free personalized advice on a variety of financial topics, including – getting out of debt, retirement planning, investment strategies, tax issues, insurance, and estate planning, among many others.
More information to follow soon!
Bradley Angle
Bradley Angle Volunteers Needed for 2012
Last year our chapter volunteered their time and expertise to the participants of Bradley Angle's Economic Empowerment Program. It was a great success, and we have another opportunity this year beginning in March to provide one-on-one support to a new group of participants.
Our FPA volunteers help this program by providing guidance over fairly basic financial matters. This can range anywhere from setting up a budget to saving for college/retirement or rebuilding credit. These people are eager to take advantage of the opportunity to speak with a financial advisor--your help is tremendously appreciated.
DATE: May 30th, August 29th, and November 7th (5:30-6:30pm)
LOCATION:
Healing Roots Center
5432 N. Albina Ave (just south of Killingsworth)
Upcoming Events | Monthly Programs
June Monthly Program
Restricted Stock & Trends In Equity Compensation: What Advisors Need to Know about The Fastest Growing Forms of Stock Compensation To Build Their Practices & Serve Their Clients
Bruce Brumberg
June 20, 2012
11:30 am Lunch
12:00 pm Meeting
MAC Club
With dramatic changes in equity compensation, Bruce Brumberg (co-founder and editor-in-chief of www.myStockOptions.com and www.myNQDC.com) will discuss the growing shift away from companies granting only stock options to granting other types of equity including restricted stock, restricted stock units (RSUs), and performance shares. He will highlight what you need to know to help your clients maximize the value of these grants and avoid mistakes. Bruce will also discuss methods for attracting high net-worth clients with equity compensation.
Through an interactive presentation highlighting issues of importance to financial planning and tax professionals, Bruce will engage you in a discussion of:
- Trends in stock granting practices, reasons for these changes, and predictions for what may evolve of importance to financial advisors.
- Fundamentals of restricted stock/RSUs and performance shares: design, key features, taxes, and advisor/client education.
- Financial planning and tax considerations related to restricted stock/RSUs and stock options
- Rule 10b5-1 trading plans and insider trading issues related to executives and substantial shareholders selling their company stock
- Methods for developing an expertise in stock compensation, marketing this knowledge, and researching executives’ company stock holdings.
REGISTER or
Learn More
Classifieds
Eagle Financial Group is looking for an experienced financial planner to join our team of professionals, whose broker dealer is SII Investments, Inc. With branch offices located in both Astoria and Bend Oregon, as well as San Francisco, California, Eagle Financial Group is looking to expand our Portland branch. Our Portland office is located in the Class A office buildings of the Lincoln Towers, across from Washington Square Mall. We have an executive window office available, which includes a shared reception area and conference room availability. Please call Michael Myers, CFP® at 503-718-2261 for more information. Michael is a current member of the Financial Planning Association of Oregon and Washington.
