Newsletters



September, 2014

Our first lunch meeting for the fall is Tuesday, September 16, 2014 at noon at the Arid Club in Boise.

Our speaker/sponsor is Robert Wreggelsworth from the Trust and Wealth Management Department.

The topic is “Maximizing Social Security Benefits for Married Couples.”

A Message from the President:

It’s that time of year again!! Fall is headed our way, the children are headed back to school, and the FPA of Idaho is starting up its fall meetings. This month our meeting will be Tuesday, September 16th at the Arid Club from noon to 1:30pm. Please RSVP to fpaidaho@msn.com if you are interested in attending and invite a colleague!!
This month’s speaker and sponsor is Robert Wreggelsworth, CFP®, CPA, JD. Robert is the relationship Officer for the Trust & Wealth Management Department of Intermountain Community Bank and Magic Valley Bank, a division of Panhandle State Bank. He is responsible for business development and client services for Trust & Wealth Management clients. The topic will be “Maximizing Social Security Benefits for Married Couples.” He will be covering such strategies as “File and Suspend” and “Claim Now, Claim More Later”.
One last reminder, the Utah Chapter of the FPA would like to invite the FPA members of Idaho to their annual fall Symposium held at Little America Hotel all day Friday, September 12. Financial planners can get up to 8 hours of continuing education, including 2 hours of CFP approved ethics, and a hot breakfast and lunch all for the $85 member rate. Additional information is in the July newsletter or go to www.utahfpa.org.
And finally, the remaining fall lunch meetings are October 21st and November 18th. Please add them to your calendar.
As always if you have suggestions for sponsors or speakers or want to discuss ways we can increase the value of your membership, please let me know.
Thanks.
Steve Stech, CFP®
President

 

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