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In This Issue
President's Message
Symposium 2011
Welcome New Members
Happy Anniversary
Upcoming Program Dates
2011
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:
Charles Schwab Advisor Services


Prudential Annuities

Silver Sponsors: 
Long Term Care Partnership 

Ohio Tuition Trust

TD Ameritrade

The Hartford

Membership Booth at the Symposium
"Be sure to STOP BY the FPA/NEO booth at the upcoming Symposium to speak with your Chapter representatives about the opportunities to join the various Committees for 2012.  Signup sheets will be available as well as information about the different Committees being formed.  We look forward to seeing you there!"

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
Join Our Mailing List
FPA/NEO October 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 email to: mmccandless@ravfinancial.com but PLEASE PUT FPA BOARD NOMINATION in the subject line. Otherwise the Junk Mail gods may smite your email 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!


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 

Prudential Ad for newsletter

Job Opportunities  

 

Wealth Advisor for Strategic Wealth Partners, Ltd.

 

Responsibilities & Activities:

      Develops, services, and delivers financial planning to clients

      Assists in research

      Assists in developing presentations

      Follows up on firm-generated leads

      Assists the Senior Wealth Advisor as requested

      Develops and maintains written systems of all their activities

 

Knowledge, Skills & Abilities:

 

Requires:

      Excellent interpersonal skills

      Excellent attitude and an extraordinary client service orientation

      A genuine interest in serving and caring for other people

      Excellent organizational and time management skills

      A burning desire to succeed

      A thick skin

      An ability to handle multiple tasks and handle stress

      FINRA Series 6, 7, or 65

 

Helpful:

      Prior experience

      Advanced designation (such as CFP or CPA)

 

If you or someone you know fits this profile, please email your cover letter and resume to mark@strategicwealthltd.com.  


 

  

Happy Anniversary
 
27 Years

Paul J. Kiefer, CFP

21 Years
Leonard J. Klucar, CFP

18 Years
Owen C. McBride, CFP
Pauline F. Ramig, CFP

 

15 Years

Stephen L. Strayer, CFP

Nick Georgopoulos  

 

13 Years   

Daniel R. Gaugler, CFP

Richard C. Morrow, CPA, CFP

Judith A. Schwind, CFP

Dawn Dempsey, CFP

  

12 Years  

Carrie A. Rosko, CPA

F. Carl Walter   

  

10 Years 

Ronald B. Croissant, CFP 

 

9 Years

Sharon M. Conrad, CFP

 

8 Years

Steven D. Clifford, CFP

 

7 Years

Gerald P. Knotek, CFP

 

6 Years

Mark A. Ciulla

 

5 Years

David A. Carpenter

 

4 Years

Dawn M. Elliott

Edward L. Fouch, CFP

Carey L. Spencer

 

3 Years

Calla Hoyt Cornett, CFP

Lynn D. Shepherd, CFP

Charles Grimm, CFP, CPA/PFS

 

2 Years

Mark A. King

 

1 Year

John C. Lipaj

Raymond B. Brown, CFP

Douglas B. Robinson, CFP