FPA GHV CHAPTER E-NEWS - 04-27-12
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DON'T FORGET TO REGISTER FOR FPA GHV MAY DINNER PROGRAM!
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.
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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.
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5/31/12 Allied Professional Networking Breakfast
Program Announcement Coming to Your Inbox Soon!
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!
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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.
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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
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FOLLOW US!
Our FPA GHV Chapter is now on Twitter, LinkedIn & Facebook and we encourage you to join and contribute
to our community today!
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 |
Jeffrey Salgo - (917) 414-7399 |
PLATINUM PARTNER
Public Relations & Integrated Marketing - (845) 535-3453 x207
[email protected] |
John Frohling - 800.342.7462 Ext. 64783
[email protected] |
Jennifer Jalil Feliciano - (914) 462-8978
[email protected] |
Mike Gardner - (914) 937-1230 |
Marcello Cosentino - (973) 722-0644 |
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Contact Information |
Lori L. Somerville, FPA GHV Chapter Executive
Phone: 877-817-8400 Email: [email protected] |
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