FPA-GHV

FPA GHV CHAPTER E-NEWS - 03-07-12

Financial Education Day Update 

 

We are very fortunate to have Vern Hayden, of Hayden Wealth Management, as speaker at Financial Education Day this Saturday, March 10, at Westchester Community College. Vern is one of the original CFP's in the country and is a member of the FPA's National Board of Directors. He has been a guest on CNBC well over 150 times and is one of the most engaging speakers one will ever come across.

 

Vern is giving his presentation from 10 to 11 on how to avoid financial scams. His presentation will be unique, memorable and will involve many stories from history and his personal experiences. Don't miss this unique opportunity to attend a workshop given by a true master in the art of presentations.

 

Also, the Financial Education Day marketing efforts have been a total success! We are very excited to inform you that we have already met our attendance goal by having over 200 attendees preregistered as of Tuesday! 

 

It is not too late for you to spread the wealth of knowledge with everyone in your universe who might benefit from attending the conference by sharing these informational links:


 

Click here for the event flyer

Click here for the program brochure

Click here to visit the college website

Click here to view a video overview of the event

IMPORTANT UPDATES REGARDING FPA GHV 3/13/12 DINNER PROGRAM! 
Meeting start time is 5:00 p.m.
Program has been accepted by CFP Board 
for two (2) CFP CEUs 

Making Sure Your Clients are Protected: 

"Personal Insurance" - An Overlooked Financial Product

with
Mike Gardner / BNC Insurance and Ellen Kroesen / ACE Private Risk
and
The Expected Family Contribution: 
What is it and How does it Effect the Cost of College
with
Stephanie Mauro, CCPS / College Planning 101
5:00 p.m. - 8:00 p.m. 
Tuesday, March 13, 2012
Antonees, White Plains, NY
We hope you can join us!
Click here for complete program and registration details!
Click here to visit our website to register and pay online 
with your credit card.
A Special Invitation from our FPA CT Neighbors

FPA GHV members are cordially invited to attend the 28th Annual FPA CT State Conference on Wednesday, April 25, at their FPA member rates! Held at the AquaTurf in Plantsville, CT (near Southington), the conference is an all-day event offering multiple tracks and up to 7 CFP CEs and 4 CT Insurance CEs. Kick-off keynote speaker is Michael Kay, CFP®, who spoke at the FPA National Conference in 2011 to rave reviews. At lunch attendees will hear about the Outlook for the Financial Markets from Bob Froehlich, Chief Investment Strategist for Wealth Management at the Hartford. The event wraps with The Honorable David Walker, Founder, President and CEO of The Comeback America Initiative and former Comptroller General of the US, with What You Should Know About Upcoming Fiscal and Other Government Reforms.EARLY BIRD REGISTRATION DEADLINE IS THURSDAY, MARCH 15. Click here for details.

 

Update & Reminder to Save the Date!

Our Next Allied Professional Networking Breakfast is set for Thursday, May 31st!

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Our next Allied Professional Networking breakfast is set for Thursday, May 31 at the Doral Arrowwood (by popular demand.)  

 

As you've probably heard by now, our January Allied Professional Networking Breakfast was a huge success with considerable demand for a follow-up event.

 

And so... something fascinating is being planned for the next Allied Professionals event! The agenda will be exciting, unique and once again interactive. The synergies that arise from building your network of Allied Professionals are invaluable to both the depth of your practices and the benefit you are able to provide to your clients.

 

DON'T MISS IT! Seating is limited!  

Save the date for this dynamic 

Allied Professionals Interactive Networking Breakfast!

The FPA Of The Greater Hudson Valley To Host 

A New Member Breakfast   

The membership committee will be hosting a New Member Breakfast on Thursday, April 5.  This is a special event for new and prospective FPA-GHV members. It will be a great opportunity to learn more about the benefits of membership, upcoming events, and how to get involved, as well as to meet FPA-GHV Board Members and network with your peers who have recently joined us.  There is no charge for attending the breakfast.

 Date and Time:  

Thursday, April 5, from 7:30 am - 9:00 am.
Location:
Antonees (Elk's Club)

115 North Broadway
White Plains, NY

E-mail invitations to new members and guests will be going out shortly. 

FOLLOW US! 

Our FPA GHV Chapter is now on Twitter, LinkedIn & Facebook and we encourage you to join and contribute

to our community today!

 Follow us on Twitter  View our profile on LinkedIn  Like us on Facebook

   Our Latest Stats:

Twitter - 80 tweets; following 131; 31 followers

Linked In - 80 members

Facebook - 6 likes

 

BNCACE LOGO
Mike Gardner - (914) 967-1230
Security Benefit
Marcello Cosentino - (973) 722-0644
Peregrine-2
Stephen Luongo - (212) 909-8615
Aqua Rock
Jeffrey Salgo - (917) 414-7399

 

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PLATINUM PARTNER

Public Relations & Integrated Marketing - (845) 535-3453 x207

rosemarie.monaco@groupm.org

 

Wells Fargo Home Mortgage Logo

John Frohling - 800.342.7462 Ext. 64783

john.frohling@wellsfargo.com

MetLife 

Jennifer Jalil Feliciano - (914) 462-8978

jjfeliciano@metlife.com

FPA GHV Events Schedule

Mark Your Calendars Today!

Saturday, March 10 - WCC Financial Education Day

Tuesday, March 13 - FPA GHV Dinner Program

Thursday, April 5 - FPA GHV New Member Reception

Tuesday, April 10 - FPA GHV Dinner Program

Tuesday, May 8 - FPA GHV Dinner Program

Thursday, May 31 - Allied Professional Breakfast

June Ethics Program (date/time/location TBA) 

Contact Information

Lori L. Somerville, FPA GHV Chapter Executive

Phone:  877-817-8400  Email:  lori@fpaghv.org