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Leadership
By Richard T. Feight, CFP®
FPA of Michigan Chairman of the Board |
 Theodore Roosevelt once said: "The best executive is one who has sense enough to pick men to do what he wants done, and self restraint from meddling with them while they do it."
That certainly rings true in the FPA of Michigan. Your FPA of Michigan Board of Directors is made up of hard working professionals striving to make this Chapter the face for financial planning in Michigan. Be it lobbying against the service tax on your behalf or working with Junior Achievement to promote financial literacy in inner city Detroit schools, this Board, on your behalf, has taken their passion of personal finance to another level.
We would like to welcome our new Board Members who join us this year: Ginny Sherrow, Ryan Smith and Drew Sygit. We also say thank you to Ken Klegon, Al Ferrara and Kent Bowman for their many years of service on the FPA of Michigan Board. Ken, Al and Kent have moved off the Board of Directors this year, but remain active as committee members.
As we transition into a new year and put the trials of 2008 and 2009 behind us, I challenge you to become active in our Chapter in promoting financial planning. Whether you become a team member of a committee or just volunteer to call your favorite service provider and ask them to sponsor our chapter, just that little effort can make a big difference. Who knows? It may propel you into a leadership role. It was Peter Drucker that said: "Management is doing things right; leadership is doing the right things." So as you make plans for the New Year, make our Chapter a part of those plans. Wishing you a Happy, Healthy and Prosperous New Year! |
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Upcoming Events
Mark your calendar! |
CE DAY
Co-sponsored by FPA of Michigan and NAIFA - Greater Detroit
When: Wednesday, January 20, 2010
Time: 8:00 am to 5:00 pm
February Education Program
When: Thursday, February 25, 2010
Time: 8:30 am to 11:00 am
Topic: Hot Topics in Estate and Retirement Planning
Speaker: Nancy H. Welber, JD
Registration information will be sent out shortly |
| Pro Bono Opportunity
Join your fellow FPA of Michigan Members ... |
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Join us on Wednesday, February 24, 2010 for a day of volunteering at Junior Achievement's Finance Park (on Larned Street in Downtown Detroit --- free parking provided). We will spend the day helping students at the center. The day begins about 8:30 am with 30 minutes of informal training and then the students arrive about 9:00 or 9:30 am. The day ends around 2:30 pm with lunch provided. We will need at least 8 "helpers".
Please let Mary Medonis know (248.446.8909 or admin@fpami.com) if you can participate in this rewarding and enjoyable day!
Karen Norman
Director of Pro Bono/Public Relations
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| The Emperor's New Swimsuit
With the economy at low tide, more high-net-worth clients should know the difference between truly self-insuring and 'going bare.'
Written by Andrew McElwee (amcelwee@chubb.com), Executive Vice-President of Chubb and Son and Chief Operating Officer of Chubb Personal Insurance.
In 1992, financier Warren Buffett famously observed, "It's only when the tide goes out that you learn who's been swimming naked."
Amid today's receding economic waters, such indecent exposure isn't exclusive to those who risked wealth on supposedly can't-lose investment opportunities. The "bare" also include high-net-worth individuals and families who continue to rely on self-insurance without fully understanding the potential impact to their personal balance sheet and lifestyle. |
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Chubb Group is a Gold Sponsor of the FPA of Michigan
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| THE DATE HAS BEEN SET
FPA of Michigan 2010 Annual Fall Symposium |
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When: September 30/October 1
Where: Inn at St. John's in Plymouth
Last year's Symposium (also held at the Inn at St. John's in Plymouth) was close to a sell-out so be sure and mark your calendar for the FPA of Michigan 2010 Annual Fall Symposium - Thursday, September 30th through Friday, October 1st. The following are a few comments from your fellow FPA Members about the 2009 Symposium:
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Strong speakers, great location, great attendance!
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Information-packed, most speaker's information applicable to my practice.
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Quality of speakers, location superb, organization of this meeting...all great!
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This venue beats most hotel accommodations. Don't mind two hour drive.
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Great agenda and speakers. Very relevant topics. I received great ideas and knowledge.
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Great job - I will bring my sales assistant next year. Thanks!
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Best conference I have been to in quite a while.
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I learned something from every speaker and the networking with other members was excellent.
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This was my first time attending and I came away with some helpful tips.
REMEMBER TO MARK YOUR CALENDAR FOR
SEPTEMBER 30TH AND OCTOBER 1ST
... YOU DON'T WANT TO MISS THIS YEAR'S EVENT! | |
The FPA NEWSbrief is published monthly. This issue was compiled, written and edited by Mary Medonis, Richard Feight, Ryan Smith and Drew Sygit.
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Thank you to our Sponsors
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MEET YOUR 2010 FPA OF MICHIGAN BOARD OF DIRECTORS
Sandy Adams, CFP®
President
Education/Programs
Jennifer Bacarella
Treasurer
Sponsorship
Ted Bugenski, CFP®, CFS
Secretary
Sponsorship Co-Chair
Richard Feight, CFP®
Chairman of the Board
Communications/Technology
Ethics
Kevin Jarchow
Education/Programs
Public Relations/Pro Bono
Evelyn MacIntyre, CFP®
Government Relations
Mary Medonis
Chapter Administrator
Karen Norman, CFP®
Public Relations/Pro Bono
Laurie Renchik, CFP®
Government Relations
Ginny Sherrow, CFP®
Career Development
Membership
Ryan Smith
Communications/Technology
Drew Sygit, CMPS, CMC, CRMS, CMLP, CALP, MBA, NAMB/MMBA
Membership
Communications/Technology
Clint Struthers, AAMS, RFS
President Elect
Symposium Chair
Michael Witzke, JD, CLU, ChFC
Legal |
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Congratulations to the following members who have reached a milestone in their membership with the FPA: |
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5 years
Nathan Mersereau
Kristine Miele
15 years
Edward Lambert
Susan Myers
Donald Paulson
20 years
Michael Lutz
25 years
John Foster
Kenneth Klegon
Kathleen Reichart
Ronald Wiser
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Checkoff Children's!
An easy way to give, a great way to make a difference!
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For the first time ever, Children's Hospital of Michigan is one of the charitable organizations eligible to receive voluntary contributions from taxpayers who choose to use the 2009 Michigan Voluntary Contributions Schedule (Form 4642) when they file their 2009 State of Michigan tax return. This is an easy way for Michigan taxpayers to donate and make a profound difference by supporting Children's Hospital, the largest and only freestanding children's hospital in the state.
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