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                      June 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 FPA Listening Tour! 


July 26, 2011

Embassy Suites Pittsburgh - International Airport


8:30 am - 10:00 am


Also In This Issue
President's Message
2011 Junior Achievement Bowlathon
Chapter Events
Membership Milestones
FPA Listening Tour
FPA Automatic Renewal
Junior Achievement Volunteer Opportunities
Media Training
President's Message


Do not expect something for nothing. Be willing to give an equivalent value for all that you desire, and include in your plans a definite provision for doing so. -Napoleon Hill

As members of the FPA, we are a part of something bigger than ourselves. Many began careers in the financial services industry out of the pure need for a job; others entered because of the desire to make a difference in the lives of others. Regardless, most of us began growing our businesses and careers one day at a time. While we evolved, so did the industry and the Financial Planning Association. Steven Covey suggests we should "begin with the end in mind." Our decision to be members of the Financial Planning Association should be accompanied with a desired outcome.

I encourage you to consider "giving an equivalent value" to achieve your desired outcome as a member of the FPA by attending the upcoming Listening Tour on July 26, 2010. There is absolutely no cost to you to attend. Come prepared to share your comments, praise and concerns about the FPA and the benefits you wish to achieve through your membership. This is your opportunity to shape the future direction of the FPA.

Our local chapter is vibrant and offers a common ground for a highly diversified group of individual practitioners. It is exciting for me to be part of the leadership team and to visit with so many of you at the various events. Nothing would make me happier than to see a packed room when our national leaders come to Pittsburgh to "listen" to our voices. I look forward to your support for this event.




2011 Junior Achievement Bowlathon

Thank you to all those who participated in the 3rd Annual Junior Achievement Charity Bowlathon!


We had 30 bowlers make up 6 teams for the event and together we raised $2,253.00  for Junior Achievement!!!


(Please note: The Junior Achievement Bowl-a-thon finale party will take place Thursday, June 30th from 6-8pm at the Bettis Grille in the Northside.)


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:
- 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 June:


                              Jeffrey McClarren, 15 Years


                               Dennis Sundo, 20 Years


                               Terry Lyon, 20 Years


                               Paul Carpenter, 25 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
FPA Listening Tour
Please join us for a breakfast meeting on July 26th at the Embassy Suites in Coraopolis 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! 
Click here to Register!!!
FPA Automatic Renewal Policy

The FPA is excited to announce that you are now able to sign up for automatic renewal of your FPA membership!


If you sign up for automatic renewal, your membership will renew in the month that it is due and in the subsequent years going forward.


Click here to sign up for automatic renewal today!



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.


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.