FPA GHV Chapter E-News: 05-06-12 & FINAL REMINDER TO REGISTER for 5/8/12 Dinner Program!

FPA GHV CHAPTER E-NEWS - 05-06-12

IMPORTANT UPDATE:

FPA GHV May Program has been accepted by CFP Board for two (2) CFP CEUs.

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

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.

SEATING IS LIMITED FOR

5/31/12 Allied Professional Networking Breakfast

DON'T WAIT TO REGISTER!

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By now you should have received the program announcement for our Allied Professional Networking Breakfast on 5/31/12 at the Doral Arrowwood. We have a terrific slate of attorney-speakers to guide us through an interactive exploration of how we can be impacted by litigation, malpractice and/or errors and omissions. Come prepared to share your own war stories and experiences! Click here for complete program and registration details.

AN IMPORTANT MESSAGE FROM

FPA Greater Hudson Valley & FPA CT-Fairfield County

We are pleased to announce that the FPA GHV and FPA CT-Fairfield County Chapters will be sharing their program announcements and invitations with our respective members via email. This will expand your access and exposure to more educational and networking opportunities than ever before! So if you see an email from FPA CT-Fairfield County in your inbox, please take a look... and please read on for news about two Fairfield programs coming up soon!

FPA CT-Fairfield County has an upcoming free breakfast program on Maximizing the Value of Your Practice presented by FPTransitions this Thursday, May 10th, at Giovanni's in Darien. For more details and to register, click here!

The Fairfield Chapter is also co-hosting a dinner program with the Stamford CFA Society on Thursday, May 17th, on Investing with ETFs, at the Marriott Hotel in Stamford. Our members are invited to attend at the FPA member rate of $25. For program and registration details, please click here and be sure to enter the "FPA members only" promotional code when prompted to receive the member rate: FPAETF. (Individuals who are not FPA members are welcome to attend at the non-member rate of $35.) Please note that seating for this event is limited, so early registration is recommended.

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, 8:00 a.m. to 10:30 a.m., at Antonees in White Plains. Please stay tuned for complete details forthcoming shortly.

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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