Newsletters



A Message from the President

As I mentioned in the previous president’s message, FPA National is changing their fee structure along with their value proposition. Please see attached for a comprehensive list of the benefits and resources they provide!

Our first fall lunch meeting is September 15th from noon to 1:30pm at the Arid Club. The speaker will be David P. McAnaneyJ.D., LL.M., CPA of McAnaney & Associates, PLLC. Please RSVP to Lisa Fyan at fpaidaho@msn.com if you are interested in attending and invite a colleague!!

The remaining lunch meetings will be October 20th (Speaker will be John Weir from United Healthcare – Medicare & Medicaid) and November 17th (Speaker will be Dean Buffington of Buffington Mohr McNeal – Economy & Investing).

Finally, I had a discussion with Jake Williams a doctoral student in financial planning currently going to school in Texas. He is interested in starting up personal financial planning classes and eventually a degree program at Boise State University (BSU). He would be interested in talking to anyone that has ideas on how he can approach BSU to get a program started and/or if you have personal contacts at BSU that could help him. You can reach him at jacob.a.williams@ttu.edu.

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.

Steve Stech, CFP®

President, FPA of Idaho

 

 

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