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In This Issue
President's Message
Symposium 2011
Welcome New Members
Happy Anniversary
FPA/NEO
Board of Directors
President:
Mark McCandless, CFP, CPA

President Elect:
Molly Balunek, CFP

Treasurer:
Kara Downing, CFP

Secretary:
Adrienne Love, CFP

Trustees:
Karen Bordonaro, CFP
Mario Gigante, CFP, CPA, AIFA
Ken Paull, CFP
Pamela Sandy, CFP

Chairman
Bill Russo, CFP
Upcoming Program Dates
2011
September 15th

Ethics

Dr. David Kreuger

Baldwin-Wallace College

Place:  Lockkeepers

 

October 17th
FPA/NEO Symposium 2011

Speakers include:

Natalie Choate 

Craig Zablocki, Craig Zablocki & Associates

Rosemarie Rossetti

John Sestina, John E. Sestina & Company 

Andrew D. Goldberg, J.P. Morgan Funds

LaCentre

7:30 a.m. - 5:00 p.m.

 

November 17

Topic:  "State of the Profession"

 

No Programming in December  



Thanks to Our Sponsors 
Gold Sponsors:
Capital Analysts Inc.

Charles Schwab Advisor Services


Silver Sponsors:
American Endowment Foundation

American Funds


Direxion Funds

Fidelity Institutional Wealth Services

Franklin Templeton Investments

KBS Capital Markets

Long Term Care Partnership 

Ohio Tuition Trust

RS Funds

Sigma Financial Corporation

Trust Company of America 

Job Opportunity


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FPA/NEO August 2011 Newsletter
President's Message

by Mark McCandless, CFP, CPA
, MTax  

 

In a blatant attempt to take a shortcut and complete this by the deadline, I start this month by including this paragraph from last month's Letter:

 

Our Chapter has its own election of officers and Board members at our November meeting. In accordance with our By - Laws, I have established a nominating committee which is to include me and four other members. I have selected three Past Presidents and a relatively new member to provide a blend of experience and insight into the committee's recommendations. These recommendations will be presented to the membership at the November meeting. Nominations from the floor are also permitted. At this time I am asking anyone who may be interested in serving as a Board Member or Officer to contact me. Please call my office (RAV Financial Services, LLC) at 216.831.4900 to let me know if you are interested or have questions about the nature of your volunteer activity, your time commitment, etc. You may also send an e mail to mmccandless@ravfinancial.com but PLEASE PUT FPA BOARD NOMINATION in the subject line. Otherwise the Junk Mail gods may smite your e mail into oblivion.

 

The difference from last month is that I have changed the color to RED which means urgent. I don't want anyone to miss out on the opportunity to grow on a personal and professional level. I have received far more than I have given to FPA! I have met and worked with some of the finest individuals in our business. This is a chance to meet professionals in our field whose thoughts and opinions will make you think about your own business. I guarantee you will learn things that will not only enrich your business but your life as well. I, however, cannot guarantee you will be nominated! I can guarantee that if you show an interest in expanding your knowledge of our profession, you will never regret it. There is a place for you in our Chapter. I look forward to hearing from you and seeing you at our next meeting!


Get in on the early-bird special for this year's FPA/NEO Symposium 2011  

October 17, 2011 

 

FPA/NEO Symposium Agenda

 

7:30 - 8:00 a.m.

Registration, Continental Breakfast, Exhibitor Area Open

 

8:00 - 8:15 a.m.

Welcome/Announcements

 

8:15 - 9:30 a.m.

Craig Zablocki

         "Communication Strategies for Authentic Advisors"

(1.5 Hours CE CFP Approved)

 

9:30 - 9:45 a.m.

Break/Exhibit Area Open

 

9:45 - 10:35 a.m.

Natalie Choate

 "IRAs with Hair"

(1 CE CFP Approved)

 

10:35 - 10:50 a.m.

Break/Exhibit Area Open

 

10:50 - 11:40 a.m.

Natalie Choate

"Estate Planning for Retirement Benefits:   Selected Case Studies"

(1 CE CFP Approved)

 

11:40 a.m. - 1:00 p.m.

Lunch

 

1:00 - 2:15 p.m.

Rosemarie Rossetti

      "Selling Disability Income Insurance with Conviction"

(1 CE CFP Approved) (1 Ohio Insurance Approved)

 

2:15 - 2:30 p.m.

Break/Exhibit Area Open

 

2:30 - 3:20 p.m.

                                 Andrew D. Goldberg                                  

(1 CE CFP Approved)

 

3:20 - 3:30 p.m.

Break/Exhibitor Area Open

 

3:30 - 4:45 p.m.

John Sestina

"Income Tax Planning: What Survived and What We Do Now"

(1.5 CE CFP Approved)

 

4:45 p.m.

Adjourn

 

Click here to register on-line 

Welcome New Members

This list welcomes new members who joined

in June and July 2011 

 

September 

Sharon K. Whitacre  

Morgan Stanley Smith Barney  

 

Happy Anniversary
 
28 Years

Harlan G. Storey, CFP, JD

14 Years
Vicki A. Kline, CFP, CPA, PFS
Larry F. Mihevic, CFP

11 Years
Joseph E. Recchia, CPA, CFP 

 

8 Years

Mark A. Mihalik, CFP

Jonathan D. Torrens, CFP 

 

7 Years  

Timothy P. Marcinek

Randall L. Bliss, CFP

 

6 Years 

Patrick T. Hanratty, CFP

Keven P. Prather  

3 Years  

Matthew R. Logar, CFP

Daniel J. Lauletta, CFP 

  

2 Years 

Karen Bordonaro, CFP

James F. Henyey, CFP

Marianne Grega, CFP 

 

1 Year

Irene Burgett, CFP