FPA Pgh Logo

               July and August 2012 Newsletter

FPA of Pittsburgh Newsletter
Newsletter Subtitle
Month Year



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. 
In This Issue
President's Message
Looking for New FPA Board Members
2012 Heart of Financial Planning Award
Message from Al Mercer after Saluting Service
Financial Four'um Early Bird Registration and Sponsorship Opportunities
Upcoming Events
July and August Membership Milestones
FPA Automatic Renewal
Scholarship Available for CFP Students

A Message From Our President, Ruth Forsyth: 



"You must get involved to have an impact. No one is impressed with the won-loss record of the referee."

Napoleon Hill


At the 2012 FPA Board Strategic Planning Meeting, I asked each person why they chose to serve on the board. After all, it is a lot of time and work with no pay! Your board is busy throughout the year planning The Financial "Four"um, golf outing, monthly newsletter, NexGen programs, and multiple CE meetings. If that weren't enough, we added our "Saluting Service" event this year honoring our veterans. The answers to "why get involved" carried some common themes. Among them were:

            "It's time to give back to others"

            "I want to help with a positive public image for the industry"

            "The ability to network with other leaders in the profession".


Every member currently serving on the board struggles with work and family obligations, yet all feel that they receive much more than they give through their Board involvement.

If YOU have ever thought you would like to be more involved in this organization, I encourage you to attend the Board Development luncheon on Tuesday, August 28th from 11:30-1:30PM at the Grand Concourse in Station Square to learn more about what we do and how you can enhance your particular skills to improve our organization.


"Don't wait, the time will never be just right."

Napoleon Hill




Ruth Forsyth




Looking for New Board Members:


The Financial Planning Association is looking for new board members. We hope that you will consider joining us on Tuesday, August 28th from 11:30-1:30PM for lunch at The Grand Concourse in Station Square to learn more about the work we do and how it ultimately presents a positive public image about our industry.


You do not have to join the Board if you attend this luncheon. It is just an opportunity for you to learn more about what we do should you wish to get involved.


If you are interested in attending, please contact our Chapter Executive, Ann McKenna at fpa.pittsburgh@verizon.net or 412-653-1054.




2012 Heart of Financial Planning Award
The Heart of Financial Planning Award is not just any old form of recognition.  It's an esteemed acknowledgement of an individual or a gorup who has used FPA's Core Values of competence, integrity, dedication to relationship building and stewardship to contribute to the financial planning community and/or the public.

Nomination Forms for this award are available at www.FPAnet.org

The Award recognizes indivudual professional (e.g. CFP(r), attorney, professor, journalist), financial planning firms, FPA chapters, or organizations who engage in extraordinary work, contributing and giving  back to the financial planning community and the public through financial planning.  Award recipients embody the heart of financial planning and represent FPA's Core Values.  Award recipients will be recognized at FPA Experience 2012 as well as through other FPA media outlets (press releases, social networking sites, etc.).

It would be an honor to the individual and the Pittsburgh Chapter to have someone from our Pittsburgh membership be nominated and win this esteemed award.  
Feedback from Saluting Service:


Darla, Ruth:


I want to thank you and the Financial Planning Association (FPA) for recognizing Veterans and making such a generous donation to VLP.  I still can't get over the wonderful event at Soldiers & Sailors, the absolute fun time at Olde Stonewall, and working with you both on something that truly matters.  As an example, I want to let you know that the money raised was used to help a family who showed up on our doorstep late last Friday.  The family included a mom and dad (both Veterans) and three children (one with autism).  They had been evicted and had been 'everywhere'--we were their last hope.  Among other things we were able to help them with basics like food and shelter--keeping them from sleeping in a car or outside, a qualified referral for medical care for the autistic child, some employment help for the dad that looks like it is going to get him a job, and a number of solid referrals to other agencies that will assist them.  We can't do that with most of our grant money--the unrestricted dollars you provided helped us help this family.  And as I said to you...you did more that just say that FPA 'supports the troops'....your genuine concern and generosity are directly responsible for keeping a family together in a safe place to live.  Who knows what may have happened to them?  


Again, thank you very much.  Please pass along my gratitude to everyone at FPA and I hope you have a great 4th of July.




Albert H. Mercer

Executive Director


Veterans Leadership Program of Western Pennsylvania, Inc.

2417 East Carson Street

Pittsburgh, PA 15203


Office: 412-481-8200, x212

Cell: 724-612-4124






2012 Financial "Four"um


Thursday, October 18, 2012

We are pleased to announce that America's Leading Speaker on Retirement Natalie B. Choate, Esq. will be a featured keynote speaker at the Financial Four um!  She will present "Planning for Retirement Benefits: Recent Developments and Current Trends - 201 Best (and Worst) Planning Ideas for Your Client's Retirement Benefits"

7 AM Registration & Continental Breakast. Program begins at 8:40 AM.
12 Breakout Sessions!
CFP, CLE, CPE and PA Insurance Credits Pending!

Co-Hosted by
Estate Planning Council of Pittsburgh
Financial Planning Association of Pittsburgh
National Association of Insurance and Financial Advisors - Pittsburgh
Society of Financial Service Professionals - Pittsburgh Chapter

Early Registration thourgh August 15!

Platinum, Gold and Silver Sponsorships Available.






Hilton Garden Inn Southpointe
1000 Corporate Drive
Canonsburg, Pennsylvania 15317


 Scholarships Available for CFP Candidates:

Dear FPA Executive or Officer:


Attached you will find the Keir Educational Resources Scholarship letter and application.  This really is ONE scholarship per chapter NOT one for the association.  Your chapter can have a winner.  This is a $970 prize!  I would appreciate it if you would share this information with any members who are considering studying for the CFP exam this November.  Deadline for applications is September 7, 2012.


Thank you for sharing this with your chapter.


FPA Scholarship Application

FPA Scholarship Letter


Henrietta Nye CFP, CLU, ChFC, CPCU, CASL


Keir Educational Resources


Mark Your Calendar!!
Future Upcoming Events:

September 5th.    Investment Conference

October 18th.       Financial Four'um

November 7th.     Practice Management Conference

December 6th.     Code of Ethics Conference

Membership Milestones

Congratulations to the following FPA of Pittsburgh members who reached membership longevity milestones in July and August:


Mr. Louis P. Stanasolovich         30 Years

Ms. Karen B. Greb                       30 Years

Mr. Robert Fragrasso                 30 Years

Mr. Richard C. Thomas               25 Years

Ms. Gail D. Buckner                     15 Years

Mr. Brandon J. Haynes               15 Years

Ms. Caroline L. Rearick                 5 Years

Mr. Anthony S. Burt                      5 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 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 Stephanie McElheny 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?


Interested parties may  contact John J. Harm III for a copy of our 2012 SPONSORSHIP BROCHURE.


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. 


Media Interview Tips    

First Class Patriot Achievement Award


Sign up for tickets and invite your clients!


Volunteers Needed For This Event!