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                      September 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. 
 
Also In This Issue
Financial Planning Week
President's Message
Financial Four'um
December CLTC Class
Membership Milestones
Chapter Events
NexGen
Media Training
Contact Your Legislator
Financial Planning Week is October 3-9
Our Chapter is pleased to be celebrating Financial Planning Week the week of October 3-9 this year, as recognized in a Proclamation issued by Pittsburgh Mayor Luke Ravenstahl.  

In celebration of Financial Planning Week, members of the chapter will be providing shadowing opportunities and a presentation to students at Robert Morris University on Monday, October 4; and a presentation to the public at Peters Township Library on Thursday, October 7.  
 To find out more and get involved in Financial Planning Week, contact Ruth Forsyth or Kristina Fausti.




President's Message
We've rounded the corner and are coming into the home stretch of the 2010 FPA year...the finish line is within sight.  I trust you are planning on joining us at the Financial Four'um to be held on October 21st.  Please note that this is the event that has replaced the FPA of Pittsburgh's Annual Symposium.  We've joined forces with the local chapters of Estate Planning Council, NAIFA and The Society of Financial Service Professionals to form an alliance that has enabled us to build a robust program and provides you more opportunity to network amongst your peers.  The feedback from last year's Four'um was extremely positive...so be sure to register now

 

During lunch at this year's Four'um we will be honoring a worthy individual with the FPA of Pittsburgh "Heart of Financial Planning Award".  This award is a way of recognizing a financial professional who engages in extraordinary work by contributing and giving back to the financial planning community and the public through financial planning.  We are looking for an individual who embodies the heart of financial planning and represents FPA's Core Values of integrity, competence, dedication to relationship building and stewardship to contribute to the financial planning community and/or the public.

 

Please submit nominations for the Heart of Financial Planning Award by October 8th to fpa.pittsburgh@verizon.net.  Nominations should include a paragraph detailing why you believe the individual nominee is worthy of the award and noting some examples of how they incorporate FPA's Core Values into their work. 

 

I look forward to seeing you all at the Four'um.

 

Best,

Jay

  

Financial Four'um: Registration and Sponsorships Still Available! 
There is still time to register for this year's Financial Four'um to be held at the Hilton Garden Inn Southpointe on October 21, 7:00am - 4:50pm.  This year's Four'um 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.    



December CLTC Class
The Certified in Long-Term Care (CLTC) Master Class is coming to Pennsylvania on December 2 & 3, 2010 at the Hilton Garden Inn Pittsburgh/Southpointe and will be taught by Harley Gordon.  The CLTC program is the long-term care insurance industry's only independent professional designation. The course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
Advanced Early Registration is available through October 22, and Early Registration is available through November 1.  For more information and a registration form, click here.


Membership Milestones
Congratulations to the following FPA of Pittsburgh member that has reached a membership longevity milestone this month:
                     5 years: Ahmie Bahm

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
Chapter Events 
We look forward to seeing you at these chapter events:
- October 3-9 Financial Planning Week
 
- October 21 Financial Four'um  
- December 2-3 CLTC Class  
For more information,  see the Chapter Meetings calendar on our website.  
NexGen
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. 
Media Training

If you would like to qualify to respond to requests for media interviews, 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.    

Contact your Legislator

FPA members can help increase awareness of the Financial Planning Profession by contacting your local legislators in order to offer yourself and the FPA as a resource on financial issues that could help them and their constituents.  

To locate your legislators go to The Pennsylvania General Assembly Website at http://www.legis.state.pa.us/.  
Call or e-mail your legislator's office stating that you are a constituent and a member of the Financial Planning Association, and request a 15 -20 minute appointment.  
A proposed agenda and other resources are attached for your reference.  Once the appointment is confirmed offer to send more information about FPA.  
You may also want to invite 2-3 other FPA members from your area to join you.

 

Call the day before the appointment to confirm, and do not be offended if the legislator cannot meet with you at the last minute - you will probably still have the opportunity to meet with a member of his or her staff.  Have something to leave with the legislator - issue papers, brochures, etc., and follow up with a thank you letter.  Additional resources can also be found on the FPA website under Tools & Resources.