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Last May the National Association of Insurance and Financial Advisors presented the first Financial Advisors Forum in Dallas. One of the highlights was the first Loren Dunton Memorial Award dinner and presentation to Ben Baldwin. It will become a milestone in the financial services profession, where those who make great contributions are honored by their peers. The next Forum will be held in Philadelphia on April 26-28 at the Adams Mark Hotel and Conference Center. The most important thing for you to do now is to reserve these dates and plan to attend. Full details on the Conference, including thumbnail descriptions of all the outstanding topics are available online at www.financial-planning.com/forum This event is sponsored by NAIFA’s Division of Financial Advisors, in cooperation with Thomson Financial, the publishers of Financial Planning Magazine. The program is outstanding – and the speakers have already submitted outstanding manuscript material for the Conference handbook. Don Haas to Receive the Dunton Award Donald Ray Haas, CLU, ChFC, CFP, MSFS, will be honored as the recipient of the Loren Dunton Memorial Award. Mr. Dunton is widely recognized as the “father” of the financial planning movement, and he selfishly gave of his time and resources to initiate many of the institutions that serve this industry today. Many people believe that the financial planning movement was given birth on December 12, 1969 in a hotel room at the O’Hare Inn in Chicago. One of Dunton’s major creations was The College for Financial Planning, which long ago became a fully accredited institution of higher learning. Its graduates founded the Institute of Certified Financial Planners (ICFP) and in the 1985, the College gave birth to the Certified Financial Planner Board of Standards. Another outgrowth of the College in the 1990’s has been the National Endowment for Financial Education. Loren also set up the Association of Financial Counselors, which became the International Association for Financial Planning. In 2000 the ICFP and the IAFP merged to become the Financial Planning Association. An early member benefit of the IAFP was Financial Planning magazine, with Loren as its first editor. Dunton also founded the National Center for Financial Education, a consumer-oriented foundation to assist the public, and their advisors, to learn how “to save, insure, invest and plan for the future.” Loren Dunton was a man of vision who cared deeply about both financial advisors and consumers. NAIFA is pleased to be able to honor this American financial pioneer. The criteria used to select an individual to receive the Dunton Award are: someone that has made impressive contributions to the financial service industry and an individual who has made important contributions to the financial welfare of the American public Mr. Haas, of Southfield, Michigan, is the president of Haas Financial Services Inc. (a registered investment advisor) and the president and registered principal of Haas Financial Products Inc. (a securities broker-dealer). He is the author of a public newsletter, Money Monitor (published monthly) and is the author of a book, Financial Planning for the Baby Boomer Client. Mr. Haas was listed as one of the 300 Best Financial Advisors in America, in Worth magazine. Mr. Haas served on the National Board of Directors of the Society of Financial Service Professionals from 1991 to 1993, and served as the 1985-86 president of the Detroit Chapter. He is a 25-year Member of the Million Dollar Round Table and has been a National Quality Award recipient for 33 years. He has been an adjunct instructor in Financial Planning at Lawrence Technological University and now serves on the practice standards committee of the CFP Board of Standards. He was a speaker at the 1986 and 1990 Million Dollar Round Table meetings and has spoken before many Life Associations, Society Chapters, Estate Planning Councils and the Financial Planning Association. He was a speaker at the 1989 and 1998 Society of Financial Service Professionals Keeping Current clinics. He was a moderator for the May 1990 and September 1999, and a speaker for the May 1997, Video Teleconferences. Mr. Haas has also spoken for the 1991, 1992, 1996, 1997, and 1999 National Conference of the Society of Financial Service Professionals. He also addressed the College for Financial Planning National Conference in 1999 and was the Keynote speaker for the 1998 IARFC Cruise/Conference. He is a monthly columnist for NAIFA’s Advisor Today magazine, “Making the Transition.” In 2000 he also produced a series of regional one-day workshops for the Society of Financial Service Professionals on making the transition to financial planning. After graduation from the University of Michigan, he joined the trumpet section of the Detroit Symphony Orchestra, a position he held for twenty years. During most of those years, he developed his financial planning career and, since retiring from the DSO in 1973, has devoted his full time to financial services. Two dynamic half-day programs are scheduled for Thursday Morning, April 26th – the Paperless Office by Loren and Sharon Kayfetz and a Prospecting and Marketing Clinic by Bruce Wright. Full details of those events are on the Forum website www.financial-planning.com/forum On Saturday afternoon there will be free software workshops, including a presentation on the how to establish your website by Financial Visions, the Text Library System’s new calendar and task tracking features and website response package, and a new web-based financial planning program, eMoneyAdvisor. This will be an outstanding event, and you are welcome to register, even if you are not a member of NAIFA. There will be some exciting presentations on estate planning, and how financial advisors can receive fees from trust accounts. Be there! For further information you may contact Ed Morrow at Financial Planning Consultants, Financial Planning Building, P.O. Box 42430, Middletown, OH 45042-0430, phone 513 424-1656 or email to: edm@financialsoftware.com. |