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®
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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 |
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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
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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!
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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
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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®
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