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                      April 2011 Newsletter



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. 



Don't forget to register for the

2011 Junior Achievement Bowlathon (May 26th)!


Click here to register!

Contact Mark Ambrose for more information!

Also In This Issue
President's Message
2011 Heart of Financial Planning Award
Chapter Events
Membership Milestones
2011 Junior Achievement Bowlathon
Junior Achievement Volunteer Opportunities
Pittsburgh Stock & Bond Luncheon
Media Training
President's Message


My husband, a long term member of Strategic Coach, uses a tool called "Positive Focus" all the time. Positive focus starts every meeting or project by naming all the good things that have happened leading up to the present. There are many to mention for our Pittsburgh FPA.


What a tremendous sight to see additional chairs being brought into the room for the Estate Planning Conference. We had a full house. Moreover, many hung around afterwards to chat and share ideas. Our education director, Mike McGrath, hit a home run on this one! He's set the bar high for a follow-through with the Investment Conference in September.


We've had several inquiries from professionals interested in joining our chapter. The news is getting out about the benefits the FPA offers.  In addition, various board members have been contacted to see if there are synergies between the FPA Pittsburgh and their respective organizations. Our local chapter is definitely a leader among the myriad of similar organizations in the community.


We are looking forward to a packed golf event on April 29th. For the record, I've ordered gorgeous weather for the day!


There is so much more to come in 2011 with the grand finale being the Financial Four'um. The planning is well underway. Registration for the Four'Um will be available soon.


The success of this organization would not be possible without the contributions and commitments of the board. Beyond the mission of getting things done, we have fun. We'd love to receive a note, or call, from you indicating interest in being part of the board or serving on a committee. I promise no one will bear the load alone. We are a team! 



 2011 Heart of Financial Planning Award

Heart Award 

How many times have you worked with someone in your local chapter or worked with allied professionals in the financial planning field and thought "WOW, Jane is not just doing her job; she has taken it to a higher level" or "John is not just serving his clients, but through his pro bono activities he is changing the lives of many"? There is something that you can do to turn those thoughts into action; nominate that person for the FPA Heart of Financial Planning Award. Read more...
Dowload a nomination form and submit a candidate today! (The deadline for nominee submissions is June 3rd.)

Read this Journal of Financial Planning article to learn about the 2010 award recipients. 
Chapter Events
Guests Invited!

In an effort to spread the word about the FPA and promote our educational events, FPA of Pittsburgh members may bring an unlimited number of non-member guests to any event free of charge in 2011 (excludes the 2011 Financial Four'um and Golf Outing). Each non-member may attend a maximum of two events free of charge in 2011.  We encourage you to mark your calendars now for the following 2011 chapter events and invite your colleagues and friends to attend as well.  
2011 Chapter Events:
 - April 29: Golf Outing, Olde Stonewall
When: Friday, April 29th
Where: Olde Stonewall, Ellwood City


Putting Green

- September 8: Investment Planning Conference


- October 20: Financial Four'um


- November 9: Breakfast Meeting: Topic to be Announced.


For more information on events in 2011, 

see the Chapter Meetings calendar on our website. 

Membership Milestones

Congratulations to the following FPA of Pittsburgh members who reached membership longevity milestones in April:


April:                       Richard Tidball, 5 years

                                Dennis Travis, 5 years

                                James Turner, 10 years

                                Paul Koepfer, 15 years

                                Karen Ghalichebaf, 20 years

                                H. Thomas Broadwater, 20 years

                                Mohammad Oweida, 20 years

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

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. 

Attention FPA Sponsors!!!

Are you interested in sponsoring the Pittsburgh Financial Planning Association or one of our events?


If so, please click on our  FPA Pittsburgh Sponsorship Brochure for more information.


Interested parties may also contact John J. Harm III or Robert Ruby with questions.


2011 Junior Achievement Bowlathon

When: Thursday,

May 26th

Time: Registration 5:30 PM, Bowling begins at 6:00 PM

Where: Meadow Lanes, 210 Racetrack Road, Washington, PA 15301

Cost: Each bowler is required to raise a minimum of $60, but should be encouraged to solicit additional pledges.

Free food and beverages - bowlers will receive various gifts from JA at the lanes, and there will be door prizes too!


Click here to register!

Or, HERE to make a donation!


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.

Please see the following JA Flyer for more details!

Featured Article
May 12, 2011
Pittsburgh Stock & Bond Association Luncheon
"Sticks & Stones, but no Market Broken Bones" 


RSVP BY May 6th!


Please see flyer for more details!
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.