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                      May 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 and attend the

2011 Junior Achievement Bowlathon

(Thursday, May 26th)!


Click here to register!

Contact Mark Ambrose for more information!

Also In This Issue
President's Message
2011 Junior Achievement Bowlathon
2011 Golf Outing - Thank You!
NexGen Happy Hour
Chapter Events
Membership Milestones
2011 Heart of Financial Planning Award
FPA Listening Tour
Fi360 Capstone AIF Program
May - Disability Insurance Month!
Did You Know???
Junior Achievement Volunteer Opportunities
Media Training
President's Message


Wow, can you believe we are nearing the end of May? Where has 2011 gone? I trust you've each found increased productivity and enthusiasm in your businesses.


Hat's off to James Eisnor for, ONCE AGAIN, pulling off a terrific golf outing. Many years ago, (and I risk dating myself) Creedance Clearwater Revival had a hit song "Who'll Stop the Rain..." This age old question was surely appropriate for the golf outing. But, despite a few early showers and some soggy fairways, we had a blast!! The laughs and jabs over dinner, along with the awarding of super prizes, was the icing on the cake.


As we look into the summer months, our calendar of events is rather thin because we know graduations, weddings and vacations dominate agendas. But, we are planning a "Listening Tour" on July 26, 2011 where Marv Tuttle, Executive Director/CEO of the National FPA® and Marty Kurtz, President of the National FPA® will travel to Pittsburgh to listen to the ideas and concerns you have about the industry and the FPA®. Marv and Marty will bring the voice of several other FPA chapters from across America. I highly encourage you to make this a priority to attend a breakfast meeting on July 26th. More details will follow shortly, but the date is set in stone.


During the summer months, especially, the board seeks to reach out to members who may be interested in serving in on a committee or as director in the upcoming year. Don't be surprised if you get a phone call. The commitment is minimal and we promise you won't be disappointed.



2011 Junior Achievement Bowlathon

WhenThursday, 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!


2011 Golf Outing - Olde Stonewall
Jamie & FPA Member
The FPA of Pittsburgh would like to offer our sincere appreciation to all those who attended last month's golf outing! Despite the dismal weather, the event was still a great success.
Many thanks to Jamie Eisnor for all of his hard work in putting the
event together! Jamie, your efforts did not go unnoticed!
Putting Green
NexGen Happy Hour

Please join us on Thursday, June 9th for our

2nd Annual NexGen Happy Hour at

Hofbräuhaus Pittsburgh!

WHO: NexGen Members and Guests
WHAT: Networking Happy Hour
WHEN: Thursday, June 9th - 5:30 PM
WHERE: Hofbräuhaus Pittsburgh
Southside Works, 2705 South Water St., Pittsburgh, PA 15203
COST: $10.00/person (includes 2 beer tickets & hors d'oeuvres)

*E-mail invitation to follow with registration details included.*
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, Bowlathon, 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:
May 26th: Junior Achievement Bowlathon!
- June 9th: NexGen Happy Hour
- July 26th: FPA Listening Tour

- 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 May:


                              Charles Clark, 5 years

                               Gary Rauschenberger, 5 years

                               Deborah Graver, 5 years

                               Donald Materniak, 15 years

                               Robert Chess, 20 years

                               Wesley Nicholson, 25 years


 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. 
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



Read more HERE
Every Pittsburgh Chapter member who updates their profile on the FPA website will be entered into
a drawing for a
Starbucks gift card!
To update your profile...
1.) Go to www.fpanet.org
2.) Click on "Financial Professionals"
3.) Click "Membership"
4.) Click "Edit Profile"
5.) ...and log in.
FPA Listening Tour
Please join us for a breakfast meeting on July 26th (location to be decided) as we host Marv Tuttle and Marty Kurtz from FPA National for a listening tour!
The goal of this breakfast meeting is to provide our members with an open platform for member feedback and engagement!
This is YOUR opportunitiy to share ideas, voice your concerns, and have your opinions heard by the leadership of our organization! 

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.


Capstone AIF Program

15% Discount for FPA Members


Fi360 is offering an Accredited Investment Fiduciary® Program at The University of Pittsburgh on Monday June 6th!


Click here for more information about the AIF Capstone Program.


Check out the event flyer for details!


MAY is

Disability Insurance 

Awareness Month!


Click on this link to access a toolkit designed to make it easier for you to reach out to your clients about their disabilty insurance needs!



Did You Know???

1.) Through March 2011, the Current Unemployment Rate in Pennsylvania was 7.8% vs. 6.9% in Maryland and 9.5% in Washington DC? (Source: Pennsylvania Department of Labor and Industry)
2.) On average, 72% of 2009 college graduates in Pennsylvania graduated with debt (average amount: $27,066). (Source: The Project on Student Debt)
3.) From January 2009 through March 2011, there were more than 6,100 drilling permits issued and 2,600 wells drilled in the Pennsylvania Marcellus Shale region. (Source: Pennsylvania Department of Environmental Protection)
See Rob McCord's (Pennsylvania
State Treasurer) 
quarterly report on Pennsylvania's economic vital signs for more interesting facts!
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!

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.