FPA Logo
In This Issue
President's Message
Board Nominations
I.O.U.S.A. the Movie (Free Showing)
Symposium 2010
Happy Anniversary
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
Upcoming Program Dates

   

    October 5     
Movie:  7:30 p.m.
Cedar Lee Theatre
2163 Lee Road
Cleveland Hts., OH  44118
Meet & Greet
5:30 - 7:00 p.m.
Lopez ("on Lee")
2196 Lee Road
Cleveland Hts., OH  44118

October 14
Movie:  7:30 p.m.
Capitol Theatre
1390 West 65th Street
(just off Detroit Avenue)
Cleveland, OH  44102
Meet & Greet
5:30 - 7:00 p.m.
Luxe
6605 Detroit Avenue
Cleveland, OH  44102

Click here to register on-line
 
October 18
Symposium 2010

FPA/NEO Symposium
Place:  LaCenter
7:30 a.m. - 5  p.m.

Speakers include:

Nick Murray
Nick Murray
Premier speaker and author of ten books and CD program for financial services professionals

Bob Clark
Bob Clark
Editor-at-
Large
Investment Advisor Magazine

Mark Ballenger
Mark Ballenger, JD
Attorney for the Ohio Dept. of Commerce/Division of Securities


Matt Lynch
President
Capital Analysts


Blaine F. Aikin, AIFA, CFA, CFP
President & CEO
fi360

Ryan Leggio
Ryan Leggio
Mor
ningstar, Inc.


For more information or to register online
click here


November 18
The State of the Profession
Panel event
Panelists:  TBA
Place:  Lockkeepers
2 - 6 p.m.
 
Thanks to Our Sponsors
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


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.



Join Our Mailing List
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.


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

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 CFPs 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 CFPs 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 CFPs 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 CFPs 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 CFPs 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 CFPs APPROVED)

4:45 p.m.    Adjourn
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