Chapter Newsletter

January 18, 2017, Winter Issue
Volume 02, No. 01

In This Issue...

1. 2017  Board Spotlight     3. Chapter Meetings    5. Grand Opening
2. Season Pass                 4. Milestones

2017 Board Spotlight

Profiles in Leadership

John Buerger

John D. Buerger, CFP®, FPA of Ventura County Chapter's 2017 President comes across as an experienced leader - because he is. This will be his re-entry into the Presidency of this chapter. He served two terms in 2013 and 2014, and with over ten years of experience as an FPA member he has been through the ups and downs that most chapters go through. President Buerger has faith in the chapter, its purpose and its members. His goal for the coming year is to see the chapter become "robust." It should be the place where new, younger planners come and learn, he says. He firmly believes there is a lot to gain through association, attending meetings and getting to know those who have traveled the road ahead of them. At the same time, the seasoned members have an opportunity to mentor.  Read full article


Pete KozakPeter P. Kozak, III, CFP®, leaves the position of 2016 Chapter President confident that the great work of the Ventura County FPA chapter will continue. "Our industry is undergoing tremendous change and I believe it is more important than ever to stay connected to other planners who are committed to keeping up with the changes in our dynamic profession. Our FPA chapter is a real asset to both new and experienced planners."   Read full article


Future issues of this year's newsletter will highlight one or two board members. The 2017 Board of Directors are: John Buerger, Pete Kozak, Galen Herbst de Cortina, *Richard Womack, Barry Bolker, Paul Norr, Elana Foxx, Kristen Hafner, *Michael Marangola, *Erik Dullenkopf, *Elizabeth Saghi and Mark Edwards.

*New to the Board this year


Season Pass

A Members Only Offer

Members, we can't do it without you! Your participation and support are crucial to keeping this chapter viable. It was with this in mind that the 2017 Board of Directors came to the decision to keep this year's Season Pass at the low price of $100.00. The cost for speakers, venues and food have all risen, but the Board felt they wanted to show their gratitude to those loyal members that always show up to the quarterly meetings by keeping the Season Pass a true savings for you.

Puchase your 2017 Season Pass and get 4 educational meetings for one low cost, includes: four breakfasts, 8 presentations, CE credits, raffle prizes and hours of quaility networking time with other financial professionals.

Check out this year's meeting schedule. Click to view 2017 Meeting Schedule


Chapter Meetings

Join us on Friday, February 17, 2017 in Santa Barbara

8:00 AM - Noon

At the newly renovated Santa Barbara Inn, 901 E Cabillo Blvd. on the beach.

Mark Prendergrast, CFP®, CPA, CDFATM, will speak on the topic of: Tax and Financial Planning in the Midst of Divorce

Evelyn Zohlen, CFP®, will make a presentation on: Her Voice, Her Legacy: Helping Female Clients 'Own' their Financial Future

Click to View Flyer                Register Now


MilestonesHappy Anniversary!

We would like to acknowledge and congratulate the following longstanding chapter members. 


Carolyn S. Bishop, MA, CFP®     Partnervest Financial Group, LLC


Alan B. Ungar, CFP®                  Abacus Wealth Partners

The chapter exists because of members like you. Thank you for your years of loyalty to the FPA and to our chapter!

Grand Opening

Comfort KeepersChapter Resource Partner Makes a Move

Comfort Keepers® is extending an invitation to chapter members to help them celebrate their new location. Stop by on Thursday, January 26, 4:00 PM to 6:30 PM for appetizers, refreshments, live music, prizes and more.

RSVP to [email protected] or (805) 494-9900 ext 10.

Click on link to view flyer


 Thank you to all our Chapter Resource Partners.

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