Chapter Newsletter

March, 2017, Issue
Volume 02, No. 02

In This Issue...

1. 2017  Board Spotlight     3. Chapter Meetings            5. Resource Partner News
2. Short Survey                 4. Membership Dashboard


2017 Board Spotlight

Spotlight on Membership Chair

Elana Foxx

Elana Foxx,  joined FPAVC in 2014. She has served on the Board of Directors since 2015. Her contribution to the Chapter's management is enhanced by her training in leadership, educaton and communication. Her place in the planning industry is as a long-term care and retirement planning specialist. Elana recently opened her own office, FOXX Insurance Solutions, dba Elana Foxx and Associates Management Consultants. FOXX Insurance's mission is to bring financial and emotional peace of mind to individuals and businesses by taking the confusion out of buying insurance.

In her business and her volunteer participation in the chapter, Elana assists in finding solutions. Her approach is to disregard obstacles and find ways to reach desired goals. She considers herself a team member in both her commitment to finding the best solutions for her clients in planning for their future and for retirement which includes Small Business protection; Life with Living Benefits for long-term care, Medicare, Health, Disability and Life-long Retirement Income Annuities. Elana's loyalty is to you and your clients' needs making sure products fit them not the reverse.

This can-do attitude carries over to her service on the Board of Directors and as Membership Chairperson.

Elana has 15 years of experience in the industry and ten years managing the educational training workshops and webinars of long-term care planning.

Interested in volunteering and contributing a small amount of time to the chapter? Maybe the Membership Committee would be a good fit for you. Contact Elana and ask her how you can help.

 


Short Survey

Answer 3 Questions

The Board's main concern in the running of the chapter is always how do we best serve our members. We brainstorm for ideas trying to get inside the head of the member to come up with what we think you want, need or would benefit from. Surveys are passed out at the quarterly meetings, but they don't help us with the larger segment of members that don't come to meetings. So we have decided to try something new. Each newsletter will have 3 questions we hope you will answer. Help us bring more value to your membership.

This month's questions are:

1. What were your reasons for joining FPA?

2. How likely would you be to participate in an online chapter webinar/meeting?

3. Do you use a CRM software? If so, what type and are you happy with it?

Please take a moment to fill out our survey. Click Here

A breakdown of results will be published in the next newsletter.


Chapter Meetings

Join us on Friday, May 19, 2017 in Thousand Oaks

8:00 AM - Noon

At the beautiful Los Robles Greens in the Sunset Ballroom, 299 S Moorpark Road in Thousand Oaks.

Chris Hamilton, CPA, CFE, CVA will speak on the topic of: Fraud and the Financial Planner

PLUS

David Bergman, CFP®, CLU will present the CFP Board Ethics Continuing Education

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.

Save Money

2017 Season Pass is still a great deal! Puchase and get the 3 remaining educational meetings for one low cost of $100, includes: four breakfasts, 6 presentations, CE credits, raffle prizes and hours of quaility networking time with other financial professionals. BUY NOW!

 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 member. 

5 YEARS

Dr. Olaf B. Kinstler

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

Happy Anniversary to our Renewals!

The following members renewed their membership!

JANUARY  John G. Grelck IV, CFP® * Susannah Harrison * Sam Hoss * Jeff S. Johnson, CFP® * Jeffrey W. Little, CFP® * John L. Nielsen, CFP® * Elizabeth Saghi, CFP® * Garth D. Shinn, CFP® * Melinda Thomas, CFP®, ChFC, CPFA * Carolyn J. Tomlinson * Timothy N. Tremblay * Emi Umezawa, CFP®

FEBRUARY Jeffery D. Brookshire, CFP® * Daniel Casey, CFP® * Deborah W. Ellis, CFP®, CRPC®, MBA * Stephen T. Minihan, CFP®, MBA, EA

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


Welcome!

 Megan Mitchell, CFP® of Wacker Wealth Partners in San Luis Obispo joined the chapter in January.

Jason Artof, CFP® of Artiea Capital Management in Westlake Village rejoined in January. Welcome back Jason!

 


Elana Foxx
Membership Chair

 

 

 


Resource Partner News

BGANEW GOLD LEVEL PARTNER!
We are happy to welcome our newest Partners

BGA Insurance has generously agreed to become our newest Gold level Chapter Resource Partner. Scott Thurman the Principal and Founding Partner at BGA stated he was looking forward to developing relationships and growing with the FPA Ventura Chapter. BGA Co-founder Dina Mabry and Scott were planning to introduce themselves at the Chapter's February meeting, unfortunately the meeting was canceled due to bad weather. Members will get their chance to meet Scott and Dina at future meetings and events as they are planning to be active partners with our chapter. 

BGA Premier Insurance Solutions is an insurance wholesaler that can help place life, long-term care and disability insurance policies. BGA prides itself in aligning with only the best run and highest rated carriers giving you and your clients the premier product and service you are looking for.

Members please be sure to say hi and welcome Scott and Dina to our chapter at our next meeting.

Want to learn a little bit more about Scott and Dina Click Here then scroll down and click on The Founding Partners.


THANK YOU FOR YOUR CONTINUED SUPPORT!
Comfort Keepers renews as a Silver Level Partner

We are glad to announce that Comfort Keepers has renewed their partnership with our chapter for another year! Cindy O'Brien has been a very active partner, attending chapter meetings and getting to know our members. When your clients are looking for In-Home Care for themselves or a loved one, Comfort Keepers' caregivers provide compassionate senior care services. If you haven't met Cindy, please introduce yourself and get to know her and what she can offer to your clients.


Pete Kozak, CFP®

Resource Partner Chair

 

 


 Thank you to all our Chapter Resource Partners.

BGA Visit their websiteVisit their website

   ComfortKeepers