Prudential Annuities

A business division of Prudential Financial, Inc.

Contact:  Linda Freeze

January 2012

It is a natural time to reflect on the previous year and prepare for the future.   As your Chapter President,  I’ve worked with the board of directors to provide value to the region’s financial planning professionals; I am excited about the challenges and opportunities ahead. 

Last year the chapter focused on rebuilding our core programs in an effort to increase their value to financial planning professionals.  Financial Planning Day in Virginia Beach increased awareness about the importance of personal financial health, provided Pro-Bono financial counseling to the public, and promoted the FPA’s role in helping clients achieve financial goals.  We are committed to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those we serve.  We deliver financial advice using an objective client-centered process.

Please take a few moments this month to update your “planner search” listing.  The CFP® board has recently asked practitioners to update their listing on the CFP.net website.

On a chapter level we will be expanding our educational programs.  The board has committed to a quarterly one hour educational lunch.  The intent of these meetings is to provide relevant CE to those FPA members who find it difficult to attend the monthly breakfast.  Additionally,  please spread the word that the chapter is providing a $500 scholarship to those practitioners working on the CFP® curriculum. 

This month Penny Crowell CFP® is leading a Long Term Care Planning workshop at our breakfast meeting on January 11^th.  If not already done, please RSVP and attend this event.

Sincerely,

Jake Jacklich CFP®

2012 Chapter President,  Financial Planning Association of Hampton Roads

(757) 374-6979