Yesterday, your Association, the FPA of MA, held its annual meeting. Bill Harris and his committee planned an incredibly ambitious agenda of speakers, breakout sessions, presentations and awards. Aided by our most incredible Admin, Kristin Beane, and her crew, we were all treated to one of the best annual meetings I have ever attended.
- The President of the Federal Reserve Bank in Boston, Eric Rosengren, spent a fascinating hour taking us step by step through the thinking of the Fed regarding interest rates and economy.
- Chris Gardner left us spellbound with very few dry eyes in house as he shared his inspirational story . Not sure who Chris Gardner is? Check out this link.... Chris Gardner
- Craig Israelsen took us through a fascinating tour of a way to effectively diversify assets allowing the addition of a personal touch
-Wade Pfau shared solid expertise comparing two ways to look at Retirement Income Planning
- Brian Singer wowed the group with his observations on finding value while avoiding risk
On top of this speakers, the meeting offered workshops on the what employers need to know about the Affordable Care Act, how to reduce college costs for clients and of course, an Ethics course.
Two local students, studying financial planning to enter our profession were awarded the Anthony F. Farma Scholarship receiving $500 towards their education and membership in the national and local association as well as attendance to all meetings for a year. David Nunnally and Scott Brown were the proud recipients this year.
We selected and honored the FPA Financial Planner of the Year during lunch. Dick Power who has done some much for the profession, the association and for his clients, was this year's recipient.
We heard from Stuart Armstrong, a member of the Board of Directors of National as well as a member of our local chapter. Stuart brought us up to date on what's happening at national and other big picture issues.
People came up to me during the after the day with complements and kudos about the meeting. Many commented on the extraordinary day and the value it gave them. For all, it was a day well spent.
If you missed this meeting.....don't make that mistake again!. Be sure to attend the next one. Your association is working hard to bring as much value to you as possible. All you have to do is reach out and take advantage of it.