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MAY 2020

Attention Chapter Leaders - Take Our Quick Survey

FSP National wants to hear from our chapter leaders on the current chapter structure and how we can assist you in your role as chapter leader.  Take the five-question survey now.

Chapter News/Updates


2020.21 Chapter Organization and Planning Materials
Your chapter should have your annual planning meeting scheduled by now.  Send these templates and guidelines to your board so your planning day, whether it is a virtual or face-to-face meeting, is a successful one.
Any questions about the chapter planning process or materials, please contact ajohnson@societyoffsp.org.

Membership/Marketing


NEW - FSP Launches New E-commerce Site - FSPgo
FSP is proud to announce the launch of FSPgo, the new e-commerce site that offers advisors hundreds of practice management and technical tools all in one place to keep them on top of their game.  This new site holds value for professionals in all specialties and at all experience levels, and will create another pool of member prospects for FSP chapters and communities. Visit FSPgo.com to check it out and sign up for alerts on new features and products.

Professional Development


CE and Virtual Programs
In the March 2020 issue of FSP Focus, we provided information and ideas for alternative ways to hold meetings and offer CE. Click here to view that info. To follow up on that, we wanted to provide some additional information regarding applying for CE credits for those chapters that may be offering webinars and virtual events.

 If you are already a CE provider and want to offer CE credits for your webinar or virtual event, reach out to the state to find out what the requirements are. And be sure the webinar platform you choose can handle those requirements. Typical requirements are:

  • Documenting when someone logged in and out
  • Documenting that attendees are paying attention throughout the webinar (using a polling feature or something as simple as verbal CE codes that attendees write down)
  • Ability for attendees to ask questions of the presenter during the webinar

If you are not already a CE provider in your state, but are interested in becoming one, we have created a CE manual for each state that we can send to you. Contact Caprice Evans cevans@societyoffsp.org to request the manual.

We are also in the process of creating a list of recommended speakers and topics for webinars/virtual meetings. That list will be added to the FSPLeadership.org website soon.  And if you can recommend any speakers that are doing virtual presentations, let us know and we can add those names to the list. Send them to Patti McFadden – pmcfadden@societyoffsp.org. Contact us with any questions.


Sponsorship Tip


Sponsorship and Program Idea

The American Cancer Society has an NPAN network of over 5,000 members across the U.S. consisting of financial professionals, attorneys and CPAs.  With the long-standing partnership that FSP has with the American Cancer Society (ACS), FSP Chapters can reach out to the local ACS/NPAN Director in your area to discuss possible chapter sponsorship opportunities and/or possible joint educational/networking events with NPAN and their members.  Whether your next fiscal year events are in-person or virtual, now is a great time to connect with your local ACS Director to plan a joint event. NPAN provides education and resources on estate and charitable gift planning to their members and a majority of NPAN members are eligible for FSP membership. Click here to view the listing of NPAN Directors and contact information for your review.

Member Perks


Tax Clarity
Tax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Calculate your client's effective marginal tax rate and identify dangerous points where just one additional dollar of income can push clients into much higher effective marginal tax rates. See how here.
Contact Us
Chapter Leader Website
FSP Calendar
WHY FSP?
Membership Forms/Info
Past Issues
FSP Institute
FSP Resource Center
Share Your Stories - If your chapter has an interesting story to share, send it to ajohnson@societyoffsp.org.  Also add unique and popular events to your chapter website as a testimonial to share with your members and potential members about why your chapter is a great place to network and learn.
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