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 April 2010 Newsletter
In this issue
President's Message
New Website
Mark Your Calendar!
2010 Sponsorship Opportunities
5th Annual Golf Outing
NexGen 2010
Media Training
Membership Milestones
Get Involved!

 

Greetings!
 
We are pleased to bring you the first FPA of Pittsburgh 2010 Newsletter.  This monthly notice will provide you timely information and keep you up to speed on the latest meetings, events, and benefits available through the FPA of Pittsburgh.  We applaud the leadership role you have taken in the industry and will continue to do all that we can to help you stay current in the profession. 
 

President's Message

Welcome to our inaugural edition of your FPA chapter's newsletter.  We hope this monthly email will keep you connected to your chapter and the goings on.

 

As promised the Pittsburgh Chapter has begun a transformation of sorts!  We have a very talented  board of directors and are trying new creative things.  We would love to have you join us at one of our upcoming events.  Check the links below for information on our Golf Outing on April 30th, Investment Conference on May 19th, and our 2nd annual Bowlathon for Junior Achievement on May 27th (more information to be released soon). 

 

I'm interested in hearing from you.  What's on your mind?  What would you like to get from your FPA chapter?  Please email me anytime...

 

Best Regards,

Jay

jay.mastilak@wellsfargoadvisors.com
 

New Website

Have you seen our new look?  If not, check out the FPA of Pittsburgh website at
www.fpapittsburgh.org.  You'll find information about chapter happenings as well as useful links to the FPA National website.  All of the links throughout this newsletter will also connect you to the appropriate section of the website. 
 
Mark Your Calendar!
2010 Sponsorship Opportunities 
If you, your company, or any of your business partners would like to support the FPA of Pittsburgh Programs, Sponsorship Opportunities are currently available at various levels for Chapter meetings and events, including the Financial Four'um.  
 
5th Annual Golf Outing
Foursomes are already forming for this year's golf outing on April 30 at Olde Stonewall Golf Club.  Individual golfer registration is also encouraged.  Don't golf?  Join your fellow FPA members for dinner after the event.  Register now and spread the word to your colleagues and friends.   
 

NexGen 2010

Are you under the age of 36? Are you a new or young planner interested in learning from your peer group?  Are you looking for opportunities to network with colleagues your own age?  If you answered YES to these questions, it's time to join the new NexGen Pittsburgh Chapter!   If you answered no to the questions, but know an up and coming planner that would be interested, please encourage them to join NexGen.  Contact Michael McGrath at

Michael.McGrath@hefren.com  or Lauren Peck at LPeck@SavingMyTime.com for more information and to be added to the NexGen mailing list. 
 
 
Please also join us at our first event on Thursday, May 13, 5:30pm at Hofbräuhaus Pittsburgh, Southside Works, 2705 South Water St., Pittsburgh, PA 15203.
 

"FPA NexGen is a Community of Interest in the Financial Planning Association with a vision of ensuring the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of our profession."

 

Media Training 

Recently we have been receiving numerous requests from various national and local media outlets for interviews with financial advisors.  These requests are primarily being generated through FPA National and generally require a prompt response to be considered.  If you would like to speak to these reporters and take advantage of these opportunities you must meet the following criteria:

 

*You must be a CFP in good standing
*Member of FPA
*Minimum 3 years experience
*Agree to participate in FPA media training. This training will take about an hour of your time.

 

Media Training for FPA Pittsburgh members will be conducted on April 27th at 10:00am online using webex.  To attend this meeting, please click here on April 27.  You must enter your name, email address, and the meeting password: April2010 before clicking "Join Now".  To join the audio conference only, you may use the call-in toll number (US/Canada): 1-650-429-3300, code:735 515 565.

 

Membership Milestones 

Congratulations to the following FPA of Pittsburgh members that have reached membership milestones thus far in 2010!

 

 5 years:  Steven Boone, Glenn Miller, Jim Wyman

10 years:  Jeffrey Evans, Robert Nagel, Christopher Panza, Stephanie Rossi

15 years:  Ralph Linarelli, Regis Ruane

25 years:  Kenneth Allshouse, William Brown, David Cashdollar

30 years:  Barney Guttman

 

Get Involved!

Interested in becoming more engaged in the FPA of Pittsburgh?  Consider joining one of our many committees or the Board of Directors.  For more information, send an e-mail to fpa.pittsburgh@verizon.net. 

 

We hope you continue to find value in your membership in the FPA of Pittsburgh and look forward to seeing you at an upcoming event. 

  

Visit the Website:  www.fpapittsburgh.org 

 

Contact Us:  fpa.pittsburgh@verizon.net