| 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. |
| Early Bird Registration Available for Financial Four'um until 5pm Today! |
There is still time to register for this year's Financial Four'um at the Early Bird registration rate ($100 for members, $250 for non-members) if you register by 5:00pm today, Monday, October 18. As a reminder, the Four'um is this Thursday, 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. |
| President's Message |
The FPA of Pittsburgh Chapter Board recently held the last meeting of the 2010 calendar year. Our focus for the remainder of the year will be on planning for 2011. I'd like to share with you the many accomplishments of this year's board and the Chapter, overall. From the regional chapter conference calls I can attest to our star status in the middle market of FPA Boards. Our Chapter is distinguished by the many accomplishments we have achieved this year, including the establishment of a NexGen chapter that will enable us to grow and retain young board members for the future. We've laid the groundwork for getting involved with new CFP certificants by making inroads with local colleges, and we have strengthened our relationships with NAIFA, EPC and SFSP through the work on the Four'um and other joint events such as the recent estate planning conference. We've begun a monthly e-mail newsletter to communicate with our membership and held several top notch events with improved attendance, including the best attendance ever at our annual golf outing. We continue to work with Junior Achievement on the pro-bono side and have several feelers out for additional pro-bono opportunities. We also held several events during Financial Planning Week to advance our Public Awareness. All of these accomplishments would not be possible without the dedication and hard work of our board members. Please acknowledge these folks when you have an opportunity. I've noted their names below. The 2011 board will be as robust with several new members coming on and will continue to build on the momentum we gained this year. We are looking forward to the new year with great anticipation and look forward to seeing our member continue to be engaged.
Please make sure you have RSVP'd for the Financial Four'um this week, and personally invite friends and colleagues to attend!
Best,
Jay
jay.mastilak@wellsfargoadvisors.com
2010 FPA Pittsburgh Chapter Board of Directors:
Jay F Mastilak, CFP, President
Darla Main, President-Elect
Ruth Forsyth, Public Relations Director
Kristina Fausti, Government Relations Director
Brian Gongaware, Public Awareness Director
James Boughner, Treasurer
Mark Ambrose, Education Director
Lauren Peck, Membership Director
Michael Carney, Career Development Director
Michael McGrath, NexGen and Student Relations Director
Kevin Rose, Program Director
Ann McKenna, Chapter Executive
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| Volunteers Needed for Shadowing! |
As a result of our Chapter's Financial Planning Week events, several local college students have indicated an interest in shadowing a financial planning professional. If you are interested in volunteering to host a student for half of a day, please contact Kristina Fausti.
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| 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.
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| Membership Milestones |
Congratulations to the following FPA of Pittsburgh members that reached membership longevity milestones this month: 10 years: Edward Dare 15 years: George Aubrey
20 years: Jeffrey Barksdale
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| Chapter Events | |
We look forward to seeing you at these chapter events:
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FPA Pittsburgh Events a Huge Success |
Thank you to everyone who came out and participated in the Estate Planning Conference on September 16, and a special thank you to Ruth Forsyth for providing the case study that facilitated so much thoughtful conversation.
Thank you as well to Darla Main, Ruth Forsyth, Lauren Peck, Brian Gongaware and Kristina Fausti who provided presentations to the public during Financial Planning Week, October 4-10. We hope more members will get involved in future Financial Planning Week events to help us spread the word on the financial planning profession and the great services it provides. | |
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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. | |
| Junior Achievement Volunteer Opps | |
Opportunities will be available this winter 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 | |
| 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.
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