September 2010
Welcome to a New FPF Season
Times they are a changing...
As the daylight shortens, it is time once again to mark your calendars for the upcoming Financial Planning Forum meetings.
The Financial Planning Forum Board is excited to announce a number of new changes for the coming year. Keep reading to learn all about them.
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Message from the President
We are beginning the 38th year of the Financial Planning Forum. The Forum is renowned for the stimulating variety of speakers as well as our networking opportunities. One unique aspect of the Forum is our broad spectrum of professions. We look forward to continuing that tradition of diversity. Our mission continues to be both education and networking opportunities.
Transitions
With heavy hearts we say a farewell of sorts to Karin Swanson as the FPF Treasurer and Administrator. Karin held these roles for over thirty years. She has been instrumental in supporting our organization with membership drives, meeting coordination and registration, and the finances. Karin persevered through enormous changes as we adopted technological enhancements. She leaves big shoes to fill. She promises to continue as a member.
To ensure a smooth transition, the Board is thrilled to announce the hiring of Neal Coogler as our new Administrator. Neal manages several highly visible and successful organizations. We enthusiastically welcome her to the Forum. As part of her responsibilities Neal will assist with our renewals and meeting registrations. Please extend a hearty welcome to Neal who can be reached at 408-799-7235 or info@financialplanningforum.org
Thank You's
Krista Conover, our past president, worked diligently to ensure a smooth administrator transition. An enormous thank you to her for all her dedication to the Forum and the strong position the Forum retains due to her efforts. Other Board changes include the stepping down of Jennifer Cray at the end of last year. Jennifer was an enthusiastic contributor who will be missed. And we welcome two new Board members: Joel Jakubson and Nick Rugh.
The Forum wishes to thank Borel Private Bank & Trust Company for hosting the member reception prior to the September 28th meeting. Join us for networking!
We anticipate a great year and look forward to seeing you at our meetings.
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Renew Your Membership
We are happy to announce that both membership and dinner prices will remain the same for the coming year. Renew your membership now by clicking the link below or by going to our web site www.financialplanningforum.org>
Show your support by upgrading to a Sustaining Member which can be done easily as you are renewing.
Upgrading to a Sustaining Member ensures you will be listed among the honor roll of Sustaining Members. Benefits include:
- Expanded directory listing with profile and photo
- Special designation on web site
- Listed in the monthly newsletter
- Unique name badges
- A few surprises to come
Note: One of the new web site modifications is that you will not be listed in the directory until you renew. Ensure your online listing with your renewal. Renew today without delay>.
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