| 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.
|
| President's Message: Join us for the September 16 Estate Planning Conference |
Summer's lazy days are coming to a close. I trust you are recharged and refreshed from family vacations. Now it's time once again to focus on our business. Investing energy in keeping abreast of the dynamic industry we've chosen to make our living is a constant challenge. Why not let the Pittsburgh Chapter of the FPA help by providing you with the information, knowledge and experience of experts in the field?
I can't recall a time when there has been so much uncertainty over an issue like this year with Estate Planning. What if anything will Congress do this year? What implications will this have on our clients? Should they revise their estate plan now or wait until 2011? These and many more questions will be answered during our Estate Planning Conference on September 16th. J. Mark Munson, attorney with Thorpe Reed & Armstrong, LLP will be leading a discussion on "The Federal Estate Tax: 2010 a Year in Flux" to help us make sense of it all.
Do you know the College for Financial Planning has developed a new designation? The Accredited Domestic Partnership Advisor, ADPA, represents an area of planning that will continue to grow in popularity as our nation recognizes the diversity of it's people. We are happy to have Maureen B. Cohon, attorney with Buchanan Ingersoll & Rooney, PC join us to discuss the nuances of Estate Planning for Domestic Partners.
And we are trying something new at this seminar! An opportunity for you to get involved and share your knowledge and experience as Ruth Forsythe, CFP® of The Advisors Group will be presenting a case study for review and discussion.
To find out more details and register for this seminar, click here. Seek me out to say hello or share any ideas or comments you have about YOUR FPA Chapter. I'm always interested in hearing from you.
Jay
|
| Register Now for the Financial Four'um! |
Have you registered yet for the Financial Four'um? This year's Four'um will be held at the Hilton Garden Inn Southpointe on October 21, 7:00am - 4:50pm, and will feature keynote speakers Doreen Walsh, Harley Gordon, and Stuart G. Hoffman. Click here to register and see the full agenda.
Also, if you are interested in sponsorship opportunities for the Financial Four'um or any other FPA Pittsburgh events, please check out our 2010 Sponsorship Opportunities now.
|
| Foundation for Financial Planning |
The Foundation for Financial Planning has dedicated itself to helping people take control of their financial lives and can use the support of FPA members in furthering its mission. Barry Freedman, the Chairman of the Board of Trustees for the Foundation, recently sat down for an interview describing the Foundation and its work. Click here to read that interview and find out how you can assist the Foundation.
|
| Dealing with Stress in the Financial Industry |
With stress and anxiety being so common in today's financial industry, financial professionals must find ways to help them manage the daily strains associated with their work. Click here for an article from Stanley Popovich, entitled "How to Deal with Stresses and Anxieties of Working in the Financial Industry." Mr. Popovich provides specific techniques that will assist you in combatting daily tensions and worries. |
| Membership Milestones |
Congratulations to the following FPA of Pittsburgh members that have reached membership longevity milestones this month:
15 years: Brian Gongaware
25 years: Robert Jazwinski, William Neely,
Carol Lampe, Deborah Sullivan
|
|
|
|
|
| Chapter Events | |
We look forward to seeing you at these chapter events:
- December 2-3 CLTC Class
| |
| Pittsburgh Business Ethics Awards |
The deadline for nominations for the Pittsburgh Business Ethics Awards is August 31, 2010. Click here for more information and to submit a nomination. | |
| NexGen Pittsburgh Events |
Planners under the age of 36 are encouraged to contact Michael McGrath or Lauren Peck to find out about the great opportunities available through NexGen.
NexGen members currently are invited to join the PICPA Golf Scramble on August 27th, 9:00am, at the Pittsburgh North Golf Course. Contact Michael McGrath for more information. Stay tuned as well for information on an upcoming networking event with other local young professional groups on September 9 at Tavern 245. | |
| Junior Achievement Volunteer Opps |
Opportunities are available to get involved in the financial education of local children by volunteering with Junior Achievement. Contact Mark Ambrose for more information.
In the 4 years of participating in JA programs I have learned one very big lesson - I gain as much from the experience as the children. The interaction with bright, hopeful, energetic students is something I look forward to each time, and it helps me be a better professional. - David Jeter | |
| Media Training | |
If you would like to qualify to respond to requests for media interviews, please click here to access the mandatory training, and then contact Ruth Forsyth to be added to our Chapter's media response list. To qualify to speak to the media, 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. | |
| Happy Anniversary! |
The CFP Board is celebrating 25 years of excellence in personal financial planning this year. For a flyer you can share with you clients, click here. | |
|
|
