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In This Issue
President's Message
Photos from January program
February 21st Program
FPA Business Solutions 2013
Upcoming Program Dates


February 21

Valleyview, OH  44125
8:00 a.m.
Full breakfast buffet
8:15 a.m.
Howard Kass, CPA
Zinner & Co., LLP
2 CE
Program to follow 

March 21

Valleyview, OH  44125
8:00 a.m.
Full breakfast buffet
8:15 a.m.
Program to follow

April 18 
Valleyview, OH  44125
8:00 a.m.
Full breakfast buffet
8:15 a.m.
Program to follow

Information coming soon
No Programming 

Thanks to Our Partners  & Sponsors 
Platinum Partner: *Nationwide Financial

Gold Partners:
*Berson-Sokol Agency
*Charles Schwab Advisor Services

*Realty Capital Securities, LLC

Silver Partners: 
*American Funds
*Camelot Portfolios
*Cole Real Estate Investments
*Hylant Group
*Lord Abbett

*Ohio Tuition Trust
Security Benefit
*Security 1 Lending
*TD Ameritrade

*Trust Company of America
*Weitz Funds

If you would like to be a partner or a sponsor, please e-mail the FPA/NEO office at fpaneo@aol.com or call 440.899-5055 

Board of Directors 
Ken Paull, CFP

President Elect:
Adrienne Love, CFP

Kara Downing, CFP

Karen Bordonaro, CFP

Janice Cackowski, CFP
Laura Malone
Tina Myers, CPA, M.Tax
David Robertson, CFP
Douglas Robinson, CFP

Molly Balunek, CFP 
Join Our Mailing List
Milestone Anniversaries
10 Years
Paul Orchosky, CFP, CLU, ChFC, AIF  


5 Years   

Rebecca Tipton, CFP  


FPA/NEO February 2013 Newsletter
President's Message

Ken Paull, CFP


Now that January is behind us and the stock market enjoyed its best January in well over a decade, have you started to "take profits?" I don't just mean the profits from investment gains, although those are great too! The profits of which I speak result from taking advantage of the quality programming and resources available to you as a member of the FPA and can reap dividends for you and your clients. As many of you know, the FPA of Northeast Ohio and FPA National are key elements to helping our profession grow and succeed.


The NEO Chapter is your first link to FPA National, which provides valuable tools and information you can use to help your clients and expand your practice. If you have not visited FPA Connect lately, I encourage you to do so. Be sure to update your profile and view the different communities that you can join and participate. If you need some help navigating, there are some excellent tutorials for just that purpose. It's a great way to connect, ask questions, and learn from planners and professionals from all over the country who are dealing with similar issues that you may be facing every day.


In our last newsletter, I mentioned our 2013 theme: "Speaking as One Voice." This is becoming more important as members and local chapter leaders look to FPA National for support on many issues. One of the more recent issues of which we must leverage our unified "voice" is being heard in Columbus. Governor John Kasich's state budget proposal called "Jobs 2.0" includes a sales tax levied on services provided by financial advisors, CPAs, attorneys and other service professionals.


In addition to the FPA Standard of Care and Strategic Directive that were outlined in the last newsletter, the FPA NEO Chapter has adopted the following Mission Statement:

  • To support and encourage the promotion of financial literacy for the general public;
  • To increase awareness of financial planning as a profession to both the public and to other professions; and
  • To enhance the ability of our members to serve their clients in accordance with the fiduciary standard by being the premier provider of professional development programming.

If you are passionate about our profession and would like to volunteer on a committee, please contact me at 216-831-4900 or speak with one of our board members at our February 21st meeting. We look forward to seeing you there!

FPA/NEO January Program photos
Jan. 2013 program Karen Bordonaro


February 21, 2013 Breakfast Program


8001 Rockside Road

Valley View, OH  44125

8 am Registration

8:30 am Announcements with program to follow

11:00 am adjourn  


Howard J. Kass, CPA, Partner

Zinner & Co., LLP 




In late 2012, we were faced with the uncertainty of knowing if the provisions of the 2001 Economic Growth & Tax Relief Reconciliation Act and the 2003 Jobs and Growth Tax Relief Reconciliation Act (popularly called the Bush-era tax cuts) would expire or be extended.  We crossed into 2013, still not knowing.  On January 2, 2013, President Obama signed into law the American Taxpayer Relief Act of 2012 (ATRA of 2012)  The first session will review the impact of the American Taxpayer Relief Act of 2012 (ATRA of 2012) on individual income taxes and planning.  The second part will focus on the impact of the ATRA of 2012 on business income taxes and planning


Cost:   $35 FPA/NEO Members  $60 Non-members
Click here to register on-line 



FPA Bus. Solutions 2013
    • Attend FPA Business Solutions 2013 at a special FPA chapter discount!
    • FPA is offering chapter members an exclusive discount to attend the practice management conference that provides access to the latest thinking, technology, trends, techniques and practice management advice from some of the profession's most experienced practitioners, consultants and content experts.
    • Gain access to practical tools that can be used immediately to drive growth, influence strategy and increase client satisfaction.
    • Chapter members who register to attend FPA Business Solutions 2013 and use the special promo code will receive a $50 discount, which reduces their registration to $449.
    • For every chapter member who registers using the special promo code, your chapter will receive $50. Learn more about the FPA Business Solutions 2013 at:
    • www.FPAnet.org/professionals/EventsConferences/Conferences/BusinessSolutions/
    • Register now at www.FPAnet.org/professionals/EventsConferences/Conferences/BusinessSolutions/RegistrationHousing/.
    • Use Promo code CHBSC13 to receive your exclusive discount today!

Click here to download invitation! 

Please let me know if you have any questions.


Best regards,

Samantha A. Roe, IOM
Director, Chapter & Volunteer Relations
Financial Planning Association
7535 E Hampden Ave, Suite 600 
Denver, CO 80231  
Direct: 303.867.7184