Chapter Newsletter

May, 2016, Spring Issue
Volume 01, No. 02

In This Issue...

1. Legislation          3. Chapter Meetings    5. Resource Partner - Comfort Keepers
2. Open Enrollment 4. ChapterHappenings


The  U.S. Department of Labor's (DOL) new fiduciary rule is going to require that advisors make changes to their practice in order to comply with the new rule when advising clients on retirement accounts.

Financial advisors will need to educate themselves on the new rule in order to make the correct changes. Time is of the essence.

The following is a short listing of resources that will help you understand how the changes will affect you and your practice.

Link to Resources

 A listing will also be made available on the Chapter website. Links to other resources will be added as we are made aware of them.



Open Enrollment for FPA Insurance Benefits

FPA membership benefits include Term Life Group Insurance and Long Term Disabiltiy Group Insurance. The OPEN ENROLLMENT period for these two insurance catagories is May 1 through May 21, 2016. This is a guaranteed issue through Ryan Insurance Agency Strategy Consultants, an FPA partner since 2009. The plan is under written by The Standard.

For more information follow this Click Here.


Chapter Meetings

Tower Club-OxnardHave your Registered? Don't Miss Out!

Buffet breakfast, educational program, CE credits & an awesome  view from the 22nd floor.

The May 20th meeting will be held at the Tower Club in Oxnard.

Bill Dallas, CEO with Skyline Financial will speak on the effect the current housing enviroment has on your clients.

The Chapter's own John Buerger will be speaking on methods that have evolved out of beharvioral finance research for addressing cash flow issues and changing spending habits.

 You never know what bit of knowledge that is passed on to you at a meeting by a speaker or through networking at a table with other members will end up being beneficial to your business and clients. Don't pass up this chance to learn something new.

 Next meeting:  Friday, May 20, 2016 at the Tower Club in Oxnard.

Click to View Flyer



Last Call for the 2016 Season Pass

Don't let this "member only" offer pass you by. Purchase a 2016 Season Pass to the Chapters quarterly meetings. Pay one price of $100 and attend all four educational meetings - a savings of $80.00.

Click to view 2016 Meeting Schedule        Purchase your Season Pass online now. Season Pass 2016

Chapter Happenings


Monday, June 6th - NexGen Happy Hour Gathering

Galen Herbst de Cortina

NexGen Chair Galen Herbst de Cortina joined the Chapter Board this year. He accepted the challenge of kickstarting the Chapter's NexGen group and has enthusiastically jumped into the role. He held the group's first "Meet & Greet" in March at Discovery Ventura and is currently working on details for the next one on June 6th (location TBD).

If you would like to become more involved with the Chapter's NexGen group, contact Galen with your questions.



The chapter is also planning to hold a mixer in June. Watch for details.


Resource Partner - Spotlight on Comfort Keepers

Cindy O'Brien, Community Relations Manager at Comfort Keepers is our newest Resource Partner. Cindy's enthusiasm to be an active participant in our chapter makes her a great addition to our chapter and especially our members. Comfort Keepers will be sponsoring one of our upcoming mixers and we hope you will come by and meet Cindy and welcome her to the chapter.


 Offering expert, loving, in-home care to those in need.

 Thank you to all our Chapter Resource Partners.