FPA Pgh Logo

                      October 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. 






Thursday, October 20th 

7:00 am - 5:00 pm

Financial Four'Um Logo

Hilton Garden Inn Southpointe


Hilton Garden Inn Southpointe
1000 Corporate Drive
Canonsburg, PA 15317


$100.00 for Members

$125.00 for Non-Members (Reduced)


Click HERE to register! 

Also In This Issue
President's Message
Chapter Events
Membership Milestones
FPA Volunteers Needed
FPA Automatic Renewal
Junior Achievement Volunteer Opportunities
Media Training
President's Message


What comes to mind when you say October? Apple Cider, Jack-O-Lanterns, and Halloween? For me, I always think "Four'Um." We are days away from this year's event and the planning team has done a magnificent job of organizing a great day of diverse subjects and articulate speakers. For me, it is a time of reuniting with past board members and colleagues. There is still time for you to register and I promise you won't be disappointed!



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:


- October 20: Financial Four'um (Hilton Garden Inn)


- November 9: Breakfast Meeting: "FINRA Arbitration - The Things I've Seeen" - John P. Abriola, JD, AIF (The Club at Nevillewood)



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 August and September:


                              Beth Lynch, 10 Years


                               Michael Passalinqua, 15 Years


                               Louis Berteotti, 15 Years


                               Michael Carney, 25 Years




                               Victoria Rogers, 5 Years


                               Kenneth Chapel, 5 Years


                               Jeffrey Wherry, 10 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 Volunteers Needed for Call-In Hotline!!!

FPA has teamed up with Investor Protection Trust, Investor Protection Institute and Kiplinger's Personal Finance magazine and health care professionals to provide a day of free advice and guidance on how Americans can protect themselves and loved ones against investment swindles and financial abuse, with a special focus on the elderly.


The organizations will host a call-in hotline on Thursday, Nov 10th from 9am to 6pm (Eastern Standard Time).


Hotline topics:

Callers will be seeking answers to general financial questions, advice on how to identify financial professionals that put their interests first, and tips on how to protect themselves and loved ones from financial fraud. Volunteers are also encouraged to help callers start a conversation about money with their adult children or older parents to prevent elder investment fraud and financial exploitation.


Please note: This program is purely educational and there will be no selling or promotion of products and services by organizers or volunteers.


How can you help?

It's easy! FPA members are needed to answer calls and educate consumers on how they can avoid financial abuse for themselves and loved ones. We'd like volunteers to provide two or more hours of hotline assistance; volunteers will be organized via a national network which means they can call in from anywhere in the country.


Those interested in volunteering should contact  Ryanne Enyeart to schedule participation. Upon confirmation, they will be provided with detailed information regarding their participation.

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, complete the Media Participation Agreement , and then contact Ruth Forsyth to be added to our Chapter's media response list.


To qualify to speak to the media, you must be a CFP in good standing, a member of FPA, and have a minimum of 3 years experience as a financial planner. 



FPA Key Messages 


Media Sample Questions 


Media Interview Tips