FPA of Hampton Roads Chapter News and Events

Done. In follow up to last month’s note, the Board has voted to reduce our local chapter dues upon your FPA renewal to offset the total amount of dues returned to our local chapter. Just as National, we are committed to be careful stewards of the resources you provide us for efforts on your behalf and will continue to keep you fully informed as we proceed.

Here’s a Thought…. Please carefully consider a contribution to the FPA PAC (Political Action Committee). The collective voice of the FPA has been most effective and has earned the trust of many in Congress. That must continue if our profession is to succeed in the legislative, as well as the public, arena. The FPA PAC is just such a tool to further our profession as national policy is formed and as we address the challenges we know and the challenges future. FPA is an advocate for all financial planners in many ways, in particular PAC.

Please go to the FPA website and donate today to be sure the voice of the financial planning professionals is heard.

Great Job. Congratulations to Kevin Zywna, Rick Mayo, and John Duy for an excellent Bridge the Gap this year. The room at ODU was full, and the questions were stimulating. Great exchanges were had with the students. Thanks for representing the FPA of Hampton Roads so professionally and our profession so capably.

Mark O. Flaherty, CFP®

2008 FPA Chapter President

Pro Bono / Community Outreach

Our Pro Bono Committee has become Community Outreach, primarily because we have become involved in numerous projects that are beyond the scope of Pro Bono alone. Pro Bono has become one of the sub-committees of Community Outreach.

Meanwhile, the work of Community Outreach periodically comes across persons who need or want a follow on appointment with a financial planner, usually just to ask some questions specific to them but occasionally to do a plan of their own. FPA National has guidelines as to what a planner may or may not do such when a referral comes to them. National maintains a list of interested and qualified planners but locally, we don't really have immediate access to that list, let alone to see local members who are on it. Therefore, the Community Outreach Committee is creating a list of local FPA members who would be willing to work with these referrals.

In order for a local member to be on this list, we are going to use the same form National uses as an application. That application must be on file locally in order to receive one of these referrals. The application is available on the FPA National website, but you must dig down through several links to get to it. Once you have it, it only takes a few minutes to complete. Community Outreach Director Scott Davis has copies of the application and will be glad to get one to you if you are interested. Contact Scott at 548-9972 or wsdavis@firstcommand.com. Once an application is completed, return it to Scott, and your name will added to the local list and passed on to future directors of Community Outreach so no one will have re-apply in future years.

After our next breakfast meeting on May 14, there will be a short 30 minute or less training for everyone who wants to participate in this program, to orient everyone on the do's and dont's of receiving and working with a referral through this process. Mark your calendars and plan to spend a few minutes between 9:00 and 9:30 after the breakfast meeting on May 14.

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