Chapter Newsletter

September, 2017, Issue
Volume 02, No. 06

In This Issue...

1. November Meeting    3. 2018 Chapter Meetings    5. Your Voice - Advocacy     7.Resource Partner News
2. This and  That          4. Membership Dashboard    6. NexGen Program                                              

2018 Board Elections

Spotlight on November Chapter Meeting & Elections

Join us for the November 17, 2017 Chapter meeting at the newly renovated Santa Barbara Inn at the beach. We were fortunate to bring back both presenters from the February meeting which was cancelled due to weather.

The meeting will run from 8:00 a.m. to noon and includes a buffet breakfast. Click here to view flyer.


Presenter 1Mark Prendergrast, CFP®, CPA, CDFATM, will speak on the topic of: Tax and Financial Planning in the Midst of Divorce

Presenter 2: Evelyn Zohlen, CFP®, will make a presentation on: Her Voice, Her Legacy: Helping Female Clients 'Own' their Financial Future


Board of Director Elections will be held at this meeting. A proposed slate will be emailed to members in October. If you are interested in serving on the board or helping with a committee contact Rachel and she'll have someone from the Board contact you. 

This and That

Correction and Apologies

The name of our super sleuth Chapter Treasurer, Richard "Dick" Womack was misspelled in the "Spotlight" article in the July issue of the newsletter. We apologies for the error!   

Retreat 2017 - Individual Session Recordings Available

The following sessions are available to view On Demand on the FPA Professional Development Learning Center. Purchase all 8 sessions or bundle 2 or 4 sessions and receive a discount price or pay $29 for individual sessions. Each course offers 1 CFP continuing education credit.

  1. 7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity
  2. Advisers of Possibility
  3. Charitable Giving: A Valuable Piece of the Financial Planning Picture
  4. Five Things Every Financial Adviser Needs to Know About Higher Education Financing
  5. Managing Student Loans in a Changing Landscape
  6. Resources for Responding to the DOL Rule
  7. Supporting the Needs of Our Senior Clients: Managing the Process from Wants to Needs
  8. Utilizing Planner Way-of-Being and Spiritual Intelligence (SQ) to Bridge Planners and Clients of Different Generations

You can also stream the full FPA 2017 Annual Retreat for free.

 Member News - Milestones and Announcements

In the News
The 50 fastest growing companies in the Tri-County areas were listed in the September 22-28, 2017 issue of Pacific Coast Buisness Times. FPA of Ventura County Chapter members Seth Streeter and Brad Stark and their company Mission Wealth founded in 2000 not only made the list at number 33, but are highlighted in an article as one of the "Editor's Choices." Congratulations on your accomplishments!

This and That News Submissions

Do you have something you would like posted in the "This and That" section of the newsletter under Member News-Milestones and Announcements? Email it to Rachel by the 15th of the month (no newsletter in the months of Feb, May, Aug or Nov).

Chapter Meetings

2018 Quarterly Educational Meeting Dates

Mark your calendars now for the 2018 Quarterly meetings.

February 16   -   May 18   -   August 17   -   November 16

The Program Committee is actively working to secure venues and speakers for the upcoming year. Help us bring speakers you want to hear - speaking on topics you are interested in - at places you want to be. Contact Program Chair Paul Norr if you have suggestions for speaker, topic or venues. 


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.


L. Karsten Lundring, CFP®     Thrivent Financial


Welcome to the Chapter!

We have added to our ranks and welcome Osandha De Silva a new Student Member!     

Happy Anniversary to our Renewals!

The following members renewed their membership!

AUGUST  Carolyn S. Bishop, MA, CFP® (29yrs), Joel E. Boyce, CRPC (12yrs), Doug De Groote, CFP® (7yrs), Judith A. Gearhart, CFP©, CDFA (28yrs), Edward D. Hinds, CFP®, ChFC, AEP (1yr), Matthew Wilson, CFP® (12yrs) SEPTEMBER Michael J. Bergquist, JD, CFP® (33yrs), Matthew A. Cook, CFP® (12yrs), Russell L. Fox, CFP® (2yrs), Jeffrey A. Harwood, CFP®, CFA (13yrs), Bryan M. Krill, CFP® (16yrs), Russell E. Suede, CPA/PFS, CFP®, GEPC (18yrs), Steven A. Weintraub, CFP® (8yrs)

The chapter exists because of members like you. Whether you have been part of our chapter for 1 year or 35 years we sincerely thank you for sticking with us!


 Elana Foxx
 Membership Chair


Your Voice - Advocacy

Advocacy Week Wrap up

Our Chapter is doing its part to advocate on behalf of the members. Current Chapter President John Buerger, CFP® is not only presiding over our chapter, but he is also the FPA of California President. This year, Chapter Advocacy Chair Mike Marangola, CFP® joined the Califonia Board and is currently finishing up Advocacy week with a meeting on Friday, October 6th with Congresswoman Julia Brownley of the 26th District (Southern Central Coast and most of Ventura County). If you are interested in participating to help shape the legislative future for the financial profession this is a great opportunity to get your feet wet. Contact Mike if you would like to join him at this meeting.


 Mike Marangola, CFP®
 Advocacy Chair



 NexGen News

"You're a Financial Planner, Now What?" Weekly Podcast


September's Journal in the Round, "Next Generation of Planners Shifting the Paradigm," is a special event hosted by Hannah Moore on her weekly podcast, "You're a Financial Planner, Now What?" In this episode, Hannah visits with Journal contributors Yusuf Abugideiri and Russell Kroeger who co-wrote a cover story on their 3-step model for serving millennial clients. You will be able to listen to the episode on iTunes, Stitcher and starting September 26 and also on FPA's learning website.

  Don't Worry Be Happy

Unfortunately the September 26th Happy Hour Mixer was cancelled, but don't worry it has been rescheduled to Tuesday, October 3rd, 6:30 p.m. at Five Threads in Westlake. Mark your calendar and plan to join your fellow NexGen members and get happy! Stick around for trivia and tacos! RSVP to Galen.

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

New Partnership for Comfort Keepers

Comfort Keepers Home Care, a sponsor of FPA, is proud to announce that Kaiser Permanente began a partnership with Comfort Keepers Home Care in Ventura County in late July, 2017.  This follows a series of partnerships with Kaiser Permanente and other Comfort Keepers offices in other counties and areas of California that began in 2010.  As part of this relationship, Comfort Keepers will further customize, and give more favorable terms, for the eldercare in-home services they provide to Kaiser Patients in the following manner:

  • Comfort Keepers will give a 5% discount on services.
  • Comfort Keepers will lower their minimum hourly visits to two hours, reduced from the normal four hours.
  • Comfort Keepers will provide a free home-safety assessment, with no obligation to buy anything

Read Full Article

Chapter Resource Partner Opportunities 

Members are you working with a vendor who 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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