Final 2007 Distinguished Speakers Series...
Friday, December 14, 2007
How do you protect investors from their natural tendencies to act rationally?
This session will provide you the tools you need to manage your clients' behavioral ineffiencies - allowing you to benefit from portfolios that are better equipped to meet client goals and objectives.
Save The Dates!!
2008 Financial Forum
Monday, June 16, 2008
Drury Lane Oak Brook
We want your input to the Financial Forum
2008 Distinguished Speakers Series
January 25, 2008
March 7, 2008
May 9, 2008
September 12, 2008
November 14, 2008
Excellent Opportunity for Member CFPs
Over the last sever al years, the Financial Planning Association of Illinois has made a concerted effort in our Financial Literacy outreach program in connecting FPA members to local area libraries. We have received a great boost in our endeavors as many libraries have expressed an interest in participating in Monday Smart Week, April 20-26, 2008. Money Smart Week is sponsored by the Federal Reserve Board of Chicago and FPA Illinois has played an every increasing roll in their program by connecting qualified planners with the community at large. Please take advantage of this excellent opportunity by reviewing the enclosed library listing and topics form. In addition to the enclosed, a spreadsheet listing the libraries with topics, dates and times is posted on the FPA of Illinois website.
If you are interested in participating, please review the available dates and libraries on our website. The highlighted libraries are still available. Complete the attached form and return it to Dee Farris at dee.farris@fpaillinois.org. Presentations will be assigned on a first come-first served basis so please contact Dee at your earliest convenience. Also, libraries have long publicity deadlines and we would like to forward them your name and presentation topic as soon as possible. If needed, we can provide you with PowerPoint presentations on behalf of the FPA.
Thanks and we look forward to your participation!
FPA Business Solutions 2008 is just around the corner! Make plans now to join us March 3-5, in Chicago, Ill., and take advantage of the best networking and educational opportunities the financial planning community has to offer.
Presented in a brand new format, FPA Business Solutions 2008 addresses specific practice and business management topics that can be utilized by every attendee. Subsequent to theoretical “foundation” sessions, practical breakout sessions let you to customize your learning for the best result. Each session offers application of the latest trends and techniques and advice from some of the profession’s experts.
Are you maximizing your membership experience? Make plans today to join us at FPA Business Solutions 2008. Space is limited. Visit www.FPASolutions.org for additional program and registration information. Register before December 20 at the early bird rate of $695 and save $200!
Advanced Rate information:
Register by January 18 at the advanced rate of $795 and save $100
YOUR PASSION FOR FPA IS CONTAGIOUS. PASS IT ON!
This is your opportunity to share your passion with others. Recruiting is easy when it’s done with the fervor of members like you. Fellow financial planners, professional colleagues, and business associates are all candidates to join our vibrant financial planning community. Each new member you refer not only gets you closer to winning the Alaskan cruise, but also earns you a $25 dues certificate ($10 for student members). Point your peers to www.referFPA.org.
DON'T MISS UPCOMING COUNCIL PROGRAMS
Watch your email and faxes for 2008 Programs!!
SPECIAL OPPORTUNITY FOR FPA OF ILLINOIS MEMBERS
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During the hectic, closing weeks of this session of Congress, leaders of both parties say they are determined to pass legislation that would prevent 23 million middle-income Americans from being hit with a tax increase originally designed to target only the super-rich. Read entire article...
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