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                      June 2010 Newsletter

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 great opportunities available to you. 
 
Financial Four'um Sponsorships Wanted
 
The deadline for sponsorships for this year's Financial Four'um is fast approaching!  If you or someone you know is interested in supporting the Financial Four'um or any other FPA Pittsburgh events, please check out our 2010 Sponsorship Opportunities now.  
 
Also In This Issue
President's Message
Media Training
Membership Milestones
Thank you!
Save the Date!
NexGen
FPA Member Logos
NAIFA Golf Tournament
President's Message
 
Happy Anniversary!  The CFP Board is celebrating 25 years on July 17th. 
It's a privilege to be involved in an industry that is so young and evolving.  Just imagine the opportunity each of us has to impact the growth and development of the Financial Planning Profession. 
Carpe diem and consider joining the Pittsburgh Chapter FPA Board, won't you?  We are soliciting interested members for the 2011 Board of Directors.  Please send me an email me if you have an interest in a board position or in becoming a committee member.  
Best Regards,

Jay

 

Pittsburgh Business Ethics Awards  
 
The Pittsburgh Chapter of the Society of Financial Services Professionals is calling for 2010 nominations for its 10th Annual Business Ethics Awards.  A customer, client, employee, consultant, or vendor who is impressed with a company's commitment to ethical behavior in its everyday operations may nominate the company.  Click here for more information and to submit a nomination.  All nominations must be submitted by August 31, 2010. 
 
Media Training  
 
It is still possible to receive media training in order to take advantage of opportunities to respond to requests from national and local media outlets for interviews.  Just click here to access the mandatory training, and then contact Ruth Forsyth to 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. 
 
Membership Milestones
 

Congratulations to the following FPA of Pittsburgh members that have reached membership longevity milestones this month!

 

             5 years:  Janelle Fumerola 

            10 years:  Richard Deitrick, David Hoffman
            15 years:  John McDonough

20 years:  Joseph Schember

 
We look forward to seeing you at an upcoming event!  Need more information or have a question?  Visit the chapter website at www.fpapittsburgh.org or contact us at fpa.pittsburgh@verizon.net.
Quick Links
Thank you!

Ready to hit the lanes!

Thank you to all of our
members and friends who came out to support the May 27th bowlathon benefiting
Junior Achievement of Western Pennsylvania.  In addition to enjoying a fun evening on the lanes, our bowlers helped to ensure children in our area will continue to be prepared
for the business world.  

All dressed up and ready to bowl!

 
 
Save the Date!
Save the date for these upcoming chapter events:
- September 16 Estate Planning Conference  
- October 21 Financial Four'um  
- December 2-3 CLTC Class  
For more information on these and other events, see the Chapter Meetings calendar on our website.
 
NexGen

If you are a new or young planner under the age of 36, we invite you to join the NexGen Pittsburgh Chapter.  Contact Michael McGrath or Lauren Peck for more information and to be added to the NexGen mailing list. 

 

FPA Member Logos
Current FPA members in good standing can maximize their FPA membership and heighten their public profile by downloading  the new 2010 FPA Member Logo.  These logos can be used on Websites, emails and member newsletters. 
 
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.