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 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

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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