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FPA SD President's Message - Q2 2018

FPA of San Diego President’s Message – Catherine Magaña

June 2018

2018 has been a busy year for the FPA of San Diego. We kicked off 2018 with a Social Mixer at Draft Republic, had our 1st Quarter Education Meeting discussing and learning about growing your business along with success planning, had a successful March Madness – NexGen/Women’s Initiative friendly competition and had an opportunity to connect and collaborate with other financial professionals and fellow FPA members at the April Social Mixer with Shareholder Service Group.   

 

 

 

 

 

 

 

 

TECH NEWS

Many of you are aware that we launched our new and improved FPA of San Diego chapter website in mid-January. You may have already accessed the new site for event information and registrations, but we wanted to let you know about some of the additional features:

 

Navigate to the mentorship program page to register as a mentor/mentee as a way to connect with others in the field and contribute the growth of our community.

 

Want more events for tech, education, or maybe some added networking opportunities? You can now view postings from our resources partners for local events as an added benefit to your membership!

 

We also added a new member login area to our chapter’s website. If you have not logged into our new member area before, navigate here to view the new member area and/or register for upcoming FPA, NexGen, and Women’s Initiative events!

 

Update from our technology team: For our members we have added on the login area for ease of access to event registration and chapter website navigation. However, please be aware that we pull all of our member information from FPA National. If you have any changes that need to be made to your information, please update with FPA National here. This way your information will automatically flow through to us and the changes won’t cause any issues with your login, which is connected to your primary email address. Thank you!

MEMBER UPDATE AND EVENTS

Check out the FPA Coaches Corner, your one stop-shop for content, tools and resources from some of the most recognized coaches in the profession. 

https://www.onefpa.org/MyFPA/practice-management/Pages/CoachesCorner-Main.aspx

Our next Quarterly Education Meeting is coming up soon.  Please join us Wednesday June 13th from 12:30pm to 6:30pm for an education event designed to navigate through the state of the tax codes and the economy. The overall theme is about issues advisors face today.

We are pleased to announce a few upcoming events.  Our next social mixer is Wednesday, July 18th at 5:30 p.m.  Please save the date for our Symposium/Quarterly Education Meeting on Wednesday, September 19, 2018.  More details to follow. 

If you are interested in getting more involved with FPA of San Diego, we are still looking for volunteers for our Membership, Programs, Sponsorship, Pro Bono, or Communication Committees.   

Please remember that you can follow us on Linked In.  Check out the FPA of San Diego Group on Linked In https://www.linkedin.com/groups/3764958 for updates and postings about FPA of San Diego.

Wishing you an enjoyable Summer 2018.

Sincerely,

Catherine M. Magaña

 President – FPA of San Diego

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