FPA/NEO Board of Directors
| President: Mark McCandless, CFP®, CPA
President Elect: Molly Balunek, CFP®
Treasurer: Patrick Hanratty, CFP®, CPA/PFS
Secretary: Kevin Kroskey, CFP®
Trustees: Mary Farrell, CFP® Mario Gigante, CFP®, CPA, AIFA® Ken Paull, CFP® Pamela Sandy, CFP®
Chairman Bill Russo, CFP®
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Thanks to Our Sponsors
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Gold Sponsor: Charles Schwab Advisor Services
Silver Sponsors: American Endowment
American Funds
Direxion Funds
Fidelity Institutional Wealth Services
Franklin Templeton Investments
Ohio Tuition Trust
RS Funds
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FPA/NEO Board Nominations The following FPA/NEO members have been nominated to serve on the board of directors beginning January 2011
Treasurer: Kara Downing, CFP®
Secretary: Adrienne Love, CFP®
Trustees: Ken Paull, CFP® Pamela Sandy, CFP® Continuing with their terms on the FPA/NEO board
President: Mark McCandless, CFP®, CPA
President-Elect Molly Balunek, CFP®
Chairman/Past President William Russo, CFP®
Trustee Mario Gigante, CFP®, CPA
Voting for this slate will take place at our November 18th program meeting.
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FPA/NEO October 2010 Newsletter
President's Message by Mark McCandless, CFP®, CPA
Celebrate Financial Planning Week - Every Week!
The Primary Aim of the Financial Planning Association is to
be the community that fosters the value of financial planning and advances the
financial planning profession.
October 4-10th is the "official" Financial Planning Week and
to help pursue the Primary Aim of FPA® , your Northeast Ohio Chapter is
sponsoring two viewings of the award winning documentary "IOUSA". Details are
included in this newsletter and in mailings you have received throughout the
month. I encourage you to attend either the October 5th show at the
Cedar Lee Theater or the October 14th show at the Capitol
Theater. We further demonstrate
our commitment to advancing the profession with our annual Symposium on October
18th. We have an outstanding lineup of speakers who will challenge
you to put yourself in your clients' shoes as well as to put yourself in the
shoes of a fiduciary. It's not
just about the continuing education although this is an important element in
advancing the profession. It is going to have elements which may change your
mindset about how you run your business and how you serve your clients. Your Chapter truly believes that every
week is Financial Planning Week! As our programs and events continue throughout
the next twelve months, you will see a recurring theme of fostering the value
of financial planning and advancing the profession. If you would like to help
us accomplish the Primary Aim of FPA®, please contact me about how your Chapter
can take advantage of your talent without requiring an extensive time
commitment. My e mail address is mmccandless@ravfinancial.com.
I look forward to seeing you at one of the upcoming October
events.
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You, your family, friends, colleagues and clients
are invited to attend a Free Public Showing
of I.O.U.S.A. the Movie. This year we are
offering two dates
Tuesday, Oct. 5th or Thursday, Oct. 14th
Oct. 5 viewing will
be at the Cedar Lee Theatre 2163
Lee Road, Cleveland Heights, OH 44118 Oct. 14th
viewing will be at the Capitol Theatre 1390
West 65th Street, Cleveland, OH 44102
sponsored by:
Financial Planning Association / Northeast Ohio Chapter
Please extend this invitation to others including family members, friends,
colleagues and clients. Great documentary for high school and college
students!
In Support
of Financial Planning Week
In support of
Financial Planning Week which runs from October 4 - 10, 2010, the Financial
Planning Association of Northeast Ohio is pleased to announce public showings
of the movie I.O.U.S.A at the Cedar Lee Theatre,
2163 Lee Rd., Cleveland Heights, OH 44118 on October 5th and at the
Capitol Theatre, 1390 West 65th Street, Cleveland, OH 44102 on October
14th beginning at 7:30 p.m. One of the missions of the Financial Planning
Association is to raise awareness about the importance of personal financial
planning and offer guidance in making financial decisions. I.O.U.S.A
the Movie - Free Showing 7:30 p.m.
October 5th at the Cedar Lee Theatre 7:30 p.m.
October 14th at the Capitol Theatre
Registration is required: Click
here to register
There is also a
pre-movie "Happy Hour" Meet & Greet before each movie from
5:30 - 7:00 p.m. Light hors d'oeuvres will be available along with a cash
bar. "Happy Hour" Meet and Greet on October 5th will be held at
Lopez (on Lee), 2196 Lee Rd., Cleveland Hts., OH. "Happy Hour"
Meet and Greet on October 14th will be held at Luxe, 6605 Detroit Ave.,
Cleveland, OH. Tickets for the Happy Hour Meet & Greet are limited to
50 attendees. Cost to attend is $6.
You are invited to come to both the pre-movie "Happy Hour" Meet &
Greet and the movie... or just join us for the FREE SHOWING of the I.O.U.S.A
movie. Click here to
register on-line
I.O.U.S.A boldly examines the rapidly growing national debt and its
consequences for the United States and its citizens. Burdened with an
ever-expanding government and military, increased international competition,
overextended entitlement programs, and debts to foreign countries that are
becoming impossible to honor, America must mend its spendthrift ways or face an
economic disaster of epic proportions.
Throughout history, the American government has found it nearly impossible to
spend only what has been raised through taxes. Wielding candid interviews
with both average American taxpayers and government officials, Sundance veteran
Patrick Creadon (Wordplay) helps demystify the nation's financial practices and
policies. The film follows former U.S. Comptroller General David Walker
as he crisscrosses the country explaining America's unsustainable fiscal
policies to its citizens.
With surgical precision, Creadon interweaves archival footage and economic data
to paint a vivid and alarming profile of America's current economic
situation. The ultimate power of I.O.U.S.A. is that the film moves beyond
doomsday rhetoric to proffer potential financial scenarios and propose
solutions about how we can recreate a fiscally sound nation for future generations.
Creadon uses candid interviews and his featured subjects include Warren
Buffett, Alan Greenspan, Paul O'Neill, Robert Rubin, and Paul Volcker, along
with the Peter G. Peterson Foundation's own David Walker and Bob Bixby of the
Concord Coalition, a Foundation grantee.
Pointedly topical and consummately nonpartisan, I.O.U.S.A. drives home the
message that the only time for America's financial future is NOW.
"I think it's something every high school student should see because we're
leaving something for them that could be quite ominous." - Susan, UT
I thought it was a very timely film and I think it's organized and it explains
the crisis the United States is headed into very rapidly; I think ... it lays
it out in a way that's very easy to understand for the average American ---
people are not paying attention to it as much as they should and I think this
type of documentary ... brings the type of attention that the matter
requires." - Jennifer, CA
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Dear Colleague,
You're
invited to register at the early bird fee to attend this year's FPA/NEO full
day 2010 Symposium on Monday, October 18, 2010.
Network with colleagues, tour our exhibit area featuring our Symposium
sponsors, hear nationally known speakers while receiving CE credits.
This not to be missed event line-up includes Nick
Murray, nationally known author and advisor, Bob Clark, editor-at-large of Investment Advisor
magazine, Matt Lynch, president and CEO, Capital Analysts Inc., Blaine Aikin,
AIFA®, CFA, CFP®, CEO of Fiduciary360, Ryan Leggio, mutual fund analyst
for Morningstar and a presentation by Mark J. Ballenger, JD, CPA
from the Division of Securities, Department of Commerce.
Don't miss our early bird attendee fees... sign up today!
Sincerely,
Nancy Radzyminski, CFP® Symposium Chair |
FPA/NEO Symposium 2010 Agenda
7:30 - 8:00 a.m. Registration, Continental Breakfast Exhibit Area Open
8:00 - 8:15 a.m. Welcome / Announcements
8:15 - 9:30 a.m. "The Critical Conversation About Retirement Income with Today's Retiring Americans: A Five Point Presentation" Nick Murray, Author & Advisor (1.5 CE for CFP®s APPROVED) 9:30 - 9:45 a.m. Break / Exhibit Area Open
9:45 - 11:00 a.m. "Advisor Ethics: Independence, The Fiduciary Standard, and The Future of The Profession" Bob Clark, Editor-at-Large, Investment Advisor Magazine (1 CE CFP®s APPROVED)
11:00 - 11:15 a.m. Break/Exhibit Area Open
11:15 - 12:05 p.m. Ohio Divison of Securities: Enforcement Section Mark J. Ballenger, JD and CPA, Enforcement Attorney (1CE CFP®s Applied for) 12:15 - 1:30 p.m. Lunch
1:30 - 2:20 p.m. "Succession Plannning: Four Years = Light Speed" Matt Lynch, President & CEO, Capital Analysts (1 CE CFP®s APPROVED) 2:20 - 2:45 p.m. Break / Exhibit Area Open 2:45 - 3:35 p.m. "The Fiduciary Standard for Financial Planners: A Matter of Law and Ethics" Blaine Aikin, AIRA, CFA, CFP, President, Fiduciary 360 (1 CE CFP®s APPROVED)
3:35 - 3:45 p.m. Break/Exhibit Area Open
3:45 - 4:35 p.m. The Latest Morningstar Fund Research Including "wide moat" funds and why they make sense in a diviserfied portfolio Ryan Leggio, Mutual Funds Analyst, Morningstar (1CE CFP®s APPROVED)
4:45 p.m. Adjourn
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Happy Anniversary
26 Years Paul J. Kiefer, CFP®
17 Years Charles P. Hahn, CFP®, ChFC Owen C. McBride, CFP® Pauline F. Ramig, CFP®
14 Years Stephen L. Strayer Nick Georgopoulos
12 Years Thomas A. Haught, CFP®, ChFC Richard C. Morrow, CPA, CFP® Judith A. Schwind, CFP® Dawn Dempsey, CFP®
11 Years Carrie A. Rosko, CPA Janet W. Havener F. Carl Walter
9 Years Ronald B. Croissant, CFP®
8 Years Sharon M. Conrad, CFP®
7 Years Steven D. Clifford, M. Div., CFP®, EA
6 Years Gerald P. Knotek, CFP®
5 Years Mark A. Ciulla
4 Years Dennis F. Schwartz David A. Carpenter
3 Years Dawn M. Elliott Edward L. Fouch, CFP® Carrie Spencer
2 Years Calla Hoyt Cornett Lynn D. Shepherd, CFP® Charles Grimm, CFP®, CPA/PFS
1 Year Mark A. King
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