| Greetings!
This month brings more exciting news about our Chapter, upcoming events, and benefits for our members. We encourage you to read on and take advantage of the exciting opportunities available to you. |
| President's Message |
Who among us doesn't enjoy mixing a little business with pleasure? Well, that's just what we have in store for our Investment Conference to be held May 19th at Diamond Run Golf Club.
Our own local media celeb, author, and investment expert, Lou Stanasolovich, will be presenting, "Generating Cash for Retirement Living Needs-Earning Returns Above Inflation and Avoiding Financial Market Losses." After last week's wild market ride, we could all learn a little more about avoiding market losses!
Hedge Funds are still a mystery to most of our clients, so we have Dave Nelson presenting, "Using Mutual Funds to Design Hedge Fund Like Portfolio's."
Oh, and the pleasure is mingling with your FPA colleagues at a wine and cheese mixer immediately following the program. Come join us, won't you? And introduce yourself...I'm looking forward to meeting you!
Best Regards,
Jay
Jay.mastilak@wellsfargoadvisors.com
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| Save the Date! |
May 19 Investment Conference. Earn 3 CFP credits (3 CE credits pending for PA insurance) and network afterwards with other FPA members at the wine and cheese mixer. Click here for more information and to register.
May 27 Junior Achievement Bowl-a-thon. Register your team online now for the 2nd annual FPA of Pittsburgh sponsored bowl-a-thon to support the Junior Achievement of Western Pennsylvania. To start a team, click on the "start a team" link and choose FPA of Pittsburgh. The Bowl-a-thon will be on Thursday, May 27, 6:00pm-9:00pm, at Legacy Lanes in Whitehall. A donation of $50 per bowler and a $10 lane fee per bowler will apply for each team. Can't bowl? We can also still use your donations! Either donate online or purchase a $10 raffle ticket from the Board of Directors for a c hance to win a $2,500 Get Go card. For more information on this event, contact Mark Ambrose.
October 21 Financial Four'um. Save the Date for the Financial Four'um. This is our signature event, formerly the Annual Symposium. Keynote Speakers include Harley Gordon, founder of The Corporation for Long-Term Care Certification, Inc.; Stuart Hoffman, chief economist for PNC Bank; and Doreen Welsh, flight attendant from the Miracle on the Hudson.
For more information on these and other upcoming events, see the Chapter Meetings calendar on the FPA of Pittsburgh website. |
| Heart of Financial Planning Awards |
Do you know someone who exemplifies FPA's Core Values of integrity, competence, dedication to relationship building and stewardship? Would you like to recognize a colleague, group or organization that has made a difference in the financial planning community? Now is your chance! Nominations are now being considered for the Heart of Financial Planning Awards. The deadline for nominations is June 4, 2010.
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| Media Training |
You can still receive media training in order to take advantage of opportunities to respond to requests from national and local media outlets for interviews. Please click here to complete the mandatory media training. Once you have completed the training, please contact Ruth Forsyth to receive the participation agreement and be added to our media response list. As a reminder, in order to qualify to speak to reporters on behalf of FPA, you also must be a CFP in good standing, a member of FPA, and have a minimum of 3 years experience as a financial planner.
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| Membership Resources | |
Don't forget to take advantage of these great FPA membership resources:
Membership Logos. Current FPA members in good standing can now download the new 2010 FPA Member Logo. This new member benefit can be used on Websites, emails and member newsletters.
FPA's New Social Security Tool. Using this online tool, a person can enter in basic demographic data - age, Income, and ages of children - and the Tool will provide information on benefits they would receive under the current Social Security system (currently about 78 cents to the dollar), a healthy system, and under five different proposed fixes currently being discussed in Congress.
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| Membership Milestones |
Congratulations to the following FPA of Pittsburgh members that have reached membership longevity milestones this month!
5 years: Shannon Rummell
20 years: Richard O'Polka |
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| Sponsorship | |
Interested in supporting our events or know someone you can ask to be a sponsor? Check out the 2010 Sponsorship Opportunities for FPA of Pittsburgh meetings and events, including the Financial Four'um. | |
| NexGen |  |
Thank you to everyone who attended the NexGen happy hour at Hofbrauhaus on May 13th. With nearly 25 people in attendance, we feel as though our kickoff event was a great success! We enjoyed meeting each of you and look forward to getting to know you better. We've taken note of your suggestions for future get-togethers and will continue to plan events with you in mind. We hope to see you at our next event. Stay tuned for details!
If you are a new or young planner under the age of 36, we invite you join the NexGen Pittsburgh Chapter. Contact Michael McGrath or Lauren Peck for more information and to be added to the NexGen mailing list.
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| Golf Outing Success | | |
THANK YOU to all of the golfers who came out for the FPA of Pittsburgh 5th Annual Golf Outing on April 30 at Olde Stonewall Golf Club and made this year's outing another great success!
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Call to Action on Professional
Services Tax | |
In response to Governor Rendell's proposed tax on professional services, such as financial planning, the FPA Chapters of Pittsburgh, Central Pennsylvania and Philadelphia are coordinating efforts to oppose this proposed tax. We ask that you please take the time to sign an online petition that will be sent to the Governor's office later this month. Click here to sign the petition. We appreciate your support on this very important issue. | |
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| NAIFA Golf Tournament | |
Looking for another opportunity to golf? Join NAIFA for it's golf tournament on June 24, 2010 at Lindenwood Golf Club. Proceeds will benefit the Make of Wish Foundation of Greater Pennsylvania and Southern West Virginia. | |
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