Speakers include:

Michael Kitces

Craig Zablocki 

"There is nothing that hasn't been said or heard before...only people that haven't said it or heard it."  --told to me by a client.

I chuckled when my client mentioned this to me. It reminded me that my President's letters often contain a message that has been heard before. Some things may be worth repeating:

"Would helping prepare college students to be financial planning professionals be meaningful for you?" - January 2010 President' Letter

I am happy to report that many of you stepped up to assist the students in the University of Akron Capstone course in Financial Planning this month. Professor Dave Robinson has 23 students who will have their academic experience enriched with advice and feedback from a member of our Chapter.  I am personally looking forward to helping a student gain additional "real world" experience in a supportive environment.  

"Major issues such as our budget deficit, the national debt, Social Security and Medicare must be addressed now. We can no longer talk about leaving a massive debt to our grandchildren." - September 2010 President's Letter

Presently Congress is battling over 61 billion dollars of spending cuts while the government is about to reach a milestone 14 trillion dollar national debt. Thus I'm unhappy to report that, even with a new Congress, our politicians have failed to address the real budget issues. For our part, our programming has and will address topics that I hope will help you assist your clients in an environment riddled with governmental indecision that leads to stalemates, last minute hastily passed tax bills and deficits that boggle the mind. We have discussed philanthropy and the economy so far this year and our next programs will address investments and taxes. The lack of progress in Washington impacts each of these areas.

"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 [email protected]." - October 2010 President's Letter

In case you haven't heard me say it, (and it's been "said" and "heard" by someone before I came along!) we appreciate the efforts of volunteers who help as Board members, committee members and who give of their time on projects like the University of Akron. We need and welcome your help!

Nominations being sought for 2011 Chapter Awards 

The FPA/NEO is again seeking nominations for two awards that were presented for the first time in 2008.  the awards and criterion are as follows:

Heart of Financial Planning Award

• Active member of the financial planning community.
• Has done extraordinary work to contribute or give back to financial planning community and/or the public.
• Past Board or committee service a plus, but not required.
• Promotes/provides awareness or education and financial planning issues and topics.  
• May be a member of the public (i.e.reporter).
• Not a current Board member.
• More than one award can be given.
• Award does not have to be given each year.

Lifetime Achievement Award

• Active in financial planning profession for 20+ years.
• Served as a Board or committee member for FPA or predecessor financial planning organizations.
• Exemplifies the financial planning profession.
• Not a current Board member.
• More than one award can be given.
• Award does not have to be given each year.

As the financial planning profession continues to grow, evolve and professionalize the Board would like to recognize members of our chapter who exemplify the essence of these two awards.

The deadline for nominations is August 14, 2011.  Nominations should be in the form of one to three page letter describing why your nominee should be considered.  

31 Years