FPA-GHV

FPA GHV CHAPTER E-NEWS - 04-27-12

DON'T FORGET TO REGISTER FOR FPA GHV MAY DINNER PROGRAM!
Tuesday, May 8, 2012
5:00 p.m. - 8:00 p.m.
Antonees, White Plains, NY

An Interactive Case Study

provided by Keir Educational Resources & facilitated by

Marie DeCaprio, CFP�, CFA�, MCD Advisors

This program has been submitted to CFP Board for two (2) CFP CEUs.

 

Your mission, should you accept our invitation to attend our May 8th program, will be to review alongside your peers a financial planning case with unusual circumstances. Your task will be to organize the data, create financial statements, analyze the situation, and make specific recommendations for improvement, all in the context of a comprehensive financial plan. In formulating the financial plan, you may need to make additional reasonable assumptions, specifically identifying each assumption and its underlying rationale. 

 

This particular case study replicates the real world situation of a planner having to perform due diligence in the form of research to better serve a client. 

 
We think you'll enjoy the challenge and we hope you can join us!
Click here to visit our website to register and pay online with your credit card.

A Special Educational Event:

Opportunities in the International Equities Market

&

The State of Commericial Real Estate

  

We are pleased to share with you the opportunity to attend a special event on Tuesday, May 8, at the Ritz Carlton Westchester in White Plains, featuring Jennifer Lippin Rexinis, who will explore in-depth on where you can find opportunities in today's international equity market, and Peter M. Budko, CIO for RC Securities ARCT III, who will discuss the state of commercial real estate across the country. The luncheon program is hosted by our FPA GHV Chapter Partner Marcello Cosentino, Regional Director, with Security Benefit, A Guggenheim Partners Co. Click here for program and registration details.

5/31/12 Allied Professional Networking Breakfast 

Program Announcement Coming to Your Inbox Soon!

  

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Please keep a look-out for the program announcement about our Allied Professional Networking Breakfast on 5/31/12 at the Doral Arrowwood arriving in your inbox early next week.

 

DON'T WAIT TO REGISTER BECAUSE BECAUSE SEATING IS LIMITED! 

DO YOU NEED ETHICS?

IF SO, MARK YOUR CALENDARS TODAY: 6/1/12

If you need to fulfill your CFP Board of Standards requirement for Ethics CE required every two years for CFP certificants, please note that James Tissot, CFP�, President/CEO, Prism Planning, Inc., will present the ethics course at our breakfast meeting on Friday, June 1st, at Antonees in White Plains. Please stay tuned for complete details forthcoming shortly.

FPA GHV Seeks Media-Savvy Volunteers

Would you like to help promote your business and the FPA Greater Hudson Valley Chapter? We often get queries from journalists seeking to interview financial advisors on specific topics. If you are comfortable dealing with the media, this can be a great way to let more people know about your expertise. If you would be interested in responding to these queries, please get in touch with Larry Luxenberg, our Public Relations Director, at [email protected]. Larry is also seeking volunteers to help on the publicity committee.

FPA GHV Program Schedule

Mark Your Calendars Today!

Tuesday, May 8 - FPA GHV Dinner Program

Thursday, May 31 - Allied Professional Breakfast

Friday, June 1 - Ethics Breakfast Program

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 - 136 tweets; following 152; 50 followers

Linked In - 95 members

Facebook - 9 likes

 

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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

[email protected]

 

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John Frohling - 800.342.7462 Ext. 64783

[email protected]

MetLife 

Jennifer Jalil Feliciano - (914) 462-8978

[email protected]

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Mike Gardner - (914) 937-1230
Security Benefit
Marcello Cosentino - (973) 722-0644
Contact Information

Lori L. Somerville, FPA GHV Chapter Executive

Phone:  877-817-8400  Email:  [email protected]