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

President Elect:
Molly Balunek, CFP�

Kara Downing, CFP�

Adrienne Love, CFP�

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

Bill Russo, CFP�
Upcoming Program Dates
September 15th


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


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

Join Our Mailing List
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 [email protected] 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.



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.



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.



Click here to register on-line 

Welcome New Members

This list welcomes new members who joined

in June and July 2011 



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�