|
Newsletters>
August Newsletter
August 1, 2008
NEW FRONTIERS FOR RETIREMENT INCOME
PRESENTED BY WILLIAM JOHNSON, CFA,CPA
IBBOTSON ASSOCIATES
Never attended the Ibbotson Asset Allocation Conferences?
Now the FPA of North Alabama brings Ibbotson Associates to
you.
"To boldly go where few planners have gone before...." Bill
Johnson, CPA, CFA, and Sales Director with Ibbotson
Associates will present "Retirement Income Planning: A New
Efficient Frontier and Outcome Based Investment
Strategies." This workshop will explore advanced planning
techniques, tools and the application of a new generation
of investment products. Any financial or allied
professional with an interest in wealth and income
management should attend this workshop.
An industry leader in asset allocation, Ibbotson Associates
applies academic research to create real-world solutions
for firms throughout the financial services industry .
Their clients include many of the top brokerage firms,
insurance companies, banks, asset managers, and retirement
plan providers.
Meeting time Thursday, August 21, 2008, 1:00—4:00 PM
3 hours CE applied for
$40 Members , $60 Nonmembers , Free to Season Ticket
Holders
RSVP by Monday, August 18, 2008 to Pat at
fpa_na@bellsouth.net
PRESIDENT’S MESSAGE
CHARLES J. (PETE) MCCARN, CFP®
Welcome back!
Whether you went on the cruise or did the latest big thing,
the Staycation, you have returned just in time to realize
that …well, not very much has changed. Yeah, I know, the
Dems have apparently settled on Obama and the GOP…well, you
knew how that was going to work out. (How long have you
been gone, anyway?)
The financials have continued the approach to oblivion,
with only a bounce now and then. It’s hot and everybody is
in a really bad mood. Bloomberg Radio has pronounced that
the Jefferson County Sewer board has busted it in an
historic manner… another dose of the worst to your clients.
They are seriously uncertain…
So, what are you going to do?
I suggest that you might spend more time than usual talking
to your clients. Read more, think more, and above all,
listen more. Take care of yourself, especially your
attitude! When I’m in a funk about the markets, it relaxes
me to put on a suit and go see a client. Call them! Have
a coherent voicemail message in mind. The confidence you
express to them, even in a voicemail, will come through as
an important encouragement. We are in a great profession.
It isn’t easy, sometimes. But you know that.
Hail and Farewell
Please welcome Pat Morris as our new Chapter Executive!
She brings a wealth of skill and experience to our efforts
and has shown great enthusiasm and energy in learning the
ropes. You can expect that she will do a great job! Say
hello to her when you see her at the next meeting...
At the same time, we are sorry to see Sarah Pierce leave
us. Sarah has done exceptional work in keeping the Chapter
organized and has also been most helpful in coordinating
the transition. We wish her well and hope she will keep us
informed as she and Wes introduce a new baby into the
Pierce household!
CFP® STUDY GROUP
CFP(R) Review Course CFP Study Group for November Test Date
The next scheduled test date is Nov. 21-22, 2008
(Application Deadline: 10/8/08) for more information please
visit http://www.cfp.net/become. Jack Eyer is scheduled to
host a study group at The Covenant Group on Saturdays from
"nine until noon" (9am to 12pm) to create a place for
collaboration as members prepare for the exam. Jack's
office is located at 2000 Providence Park Suite 200,
Birmingham, AL 35242. The basis for study will come from
the Ken Zahn Review Materials. These materials can be
ordered from www.kenzahn.com .
Meeting Schedule
Save these dates!
Thursday, August 21, 2008 Retirement Income Strategies
1:00PM—4:00PM
Thursday, September 18, 2008 Understanding Liability
Exposures
Thursday, October 16, 2008 Real Estate Investments
Thursday, November 6, 2008 8:00AM-5:00PM
Lessons in Success
All meetings are at the Vestavia Country Club from
11:30AM-1:00PM unless noted otherwise.
|
|
|
