Chapter Newsletter

June, 2017, Issue
Volume 02, No. 04

In This Issue...

1. 2017  Board Spotlight     3. Chapter Meetings            5. NexGen Program
2. What's In The News?     4. Membership Dashboard    6. Resource Partner News


2017 Board Spotlight

Spotlight on Chapter Advocacy Chair

MarangolaMichael C. Marangola, CFP®, ChFC®, CLU®, of Marangola Financial Group is not new to the FPA Ventura County Chapter's Board of Directors having previously served under President Alan Ungar. The benefits of being a FPA member and taking an active part meet not only Mike's thirst for continuing education and keeping abreast of all things financial, but also his desire to help people.

Recognizing that the more he knows the better he can serve his clients, Mike finds the programs presented at the area coordinator discussion groups informative, up to date and well worth the time spent. Add to that the quarterly educational programs and you can't miss much if anything. While not identifying with any one political philosophy, he watches closely what the legislators at all levels are doing and is concerned about how their actions affect the economy and the financial planning industry. As a result, he has accepted the Advocacy Chair position on the chapter board. He rounds out his constant need to keep abreast though his membership in the Ed Slott's Elite IRA Advisor Group a conglomerate of 400 financial advisors from throughout the US who meet several times a year with experts who address the ever changing IRS laws.

Read more

 Are you interested in serving on the board or helping with a committee? Contact Rachel, she'll answer any questions and set you on the path to a leadership role. 


What's In the News

Did you Miss These

Protect Your Information - with so many sources for news and information it is easy to miss an important or interesting article. Below are links to a few articles that were distributed through the FPA SmartBrief this month.

Recent troubles with wide-spread hacking of personal and business computers make these two articles very timely. The best way to protect your information is not to let the criminal in by falling for one of their many phishing scams.

Four email phishing scams to watch out for

Five ways to detect malicious 'phishing' emails

DOL Rule Goes Into Partial Effect - the new rules governing retirement account advice took effect on Friday, June 9, 2017. What does this mean for the consumer? The linked article does a good job of explaining how the rule will effect both the consumer and the adviser.

Fiduciary rule governing retirement account advice takes effect



Chapter Meetings

Join us on Friday, August 18, 2017 in Camarillo

Spanish-Hills8:00 AM - Noon

We are back at one of our favorite venues, Spanish Hills Country Club located at 999 Crestview Avenue in Camarillo.

Andrew Fisher, CFA, CPA will speak on the topic of Wealth Planning for Cross-Border Families

Christine Roberts, J.D. presentation will cover The 5 Most Common Mistakes in IRA Wealth Transfers

  Click to View Flyer                    REGISTER NOW

NOTE: If you registered and paid for the February meeting that was canceled due to weather and wish to apply your payment to this meeting contact Rachel.

2017 Quarterly Educational Meeting Line-Up

November 17     Santa Barbara Inn in Santa Barbara

   Presenter 1: Mark Prendergast, CFP®, CPA, CDFA Topic: Tax and Financial Planning in the Midst of Divorce

   Presenter 2:  Evelyn Zohlen, CFP®                          Topic: Helping Female Clients 'Own' Their Financial Future

 Have a suggestion for a speaker or topic? Contact Program Chair Paul Norr.

 Paul Norr - Programs

Paul Norr, CFP®
Programs Chair

 


Membership Dashboard - Milestones and Acknowledgements

MilestonesSpecial Milestone Anniversary Kudos!

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

25 YEARS

Barbara Steveson, CFP®    Crew Wealth Management

15 YEARS

J. Arthur Garcia                    Pacific Financial Strategies, Inc.

10 YEARS

Michael C. Marangola, CFP®         Marangola Financial Group

5 YEARS

Andrew L. Penso, CFP®                 Mission Wealth Management

Thank you for your years of loyalty to the FPA and to our chapter!

New Members

Welcome to the chapter!

Rory Martin Macdonald, CFP®   Mission Wealth Management
Jaclyn Mercer                              Summit Wealth Management
Julianna Rote, CFP®                    Mission Weath Management

Welcome back to Ryan Niedbalski, CFP® of Mission Wealth Management

Happy Anniversary to our Renewals!

The following members renewed their membership!

MAY - JUNE  Kevin M. Bailey, CFP® * Dianne Duva, CFP® * Peggy A. B. Estes, CFP® * Patricia A. Fahnoe, CFP®, MS, MBA * Geoffrey S. Gaggs, CFP® * J. Arthur Garcia * Richard Gonzalez * Elad G. Goren, CFP® * Jim Lorenzen, CFP, AIF® * Michael Mansfield, MBA-FP, CFP® * Michael C. Marangola, CFP® * Kelly J. Palmer, CFP®, ChFC, CLU * Andrew L. Penso, CFP® * Kristin M. Rasmussen, CFP® * Jenna Rogers, CFP® * Leon R. Rousso, CFP® * Gregory J. Smith, CFP® * Brad W. Stark, CFP®, CMFC, MS, AAMS * Gregory C. Steele, CFP® * Adam D. Stempel, CFP® * Seth M. Streeter, CFP®, MS, CEA, CDFA * Dannell R. Stuart, CFP®, ChFC, CLU, CASL * Amanda Thomas, CFP® * Stephen Thomas, MS, CFP®

The chapter exists because of members like you. Thanks for sticking with us!


Elana Foxx
Membership Chair

 

 


 NexGen News

Scholarship Opportunity!

Applications are due August 4 for the FPA Diversity Scholarships to attend the 2017 FPA Annual Conference in Nashville Oct. 2-4. The scholarship recognizes professionals who are working to encourage diversity in the financial planning profession and the population served. The merit-based scholarship recipients earn one-year FPA membership and complimentary registration and travel expenses to the conference.

 Who and What is NexGen

According to our Association, "NexGen is intend to be a community of the next generation of financial planners." The NexGen Mission Statement is: "To ensure the transference of wisdom, tradition and integrity, from the pioneers of the financial planning to the next generation of our profession."

If you are not on my distribution list for the Chapter NexGen events and you are 36 years or under and active in the financial planning profession contact me to get hooked up with the group.

 
 Galen Herbst de Cortina
 NexGen Program Chair

  
 


Resource Partner News

SHARE THE BEST!
Chapter Resource Partner Opportunities 

Members are you working with a vendor that you think would make a great resource partner for our chapter and its membership? Don't keep them a secret, contact Pete Kozak with their name and company contact information. He would love to offer them an opportunity to join our top-notch list of chapter partners.


Pete Kozak, CFP®

Resource Partner Chair

 

 



 Thank you to all our Chapter Resource Partners.

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