Summer 2014 Newsletter
In This Issue
UAkron Capstone Program Continues
Government Relations Advocacy
FPA/NEO Annual Symposium
NexGen Members Social
Meet the Board
2014

Karen Bordonaro
President
Karen Bordonaro, CFP

 
President-Elect
Janice Cackowski, CFP

 
Treasurer
Kara Downing, CFP

Secretary
Tina Meyers, CPA, M. Tax


Trustee
Elizabeth Scheiderer, CFP

  
Trustee
Marissa Beyer, CFP

 
Trustee
Laura Malone   


Trustee
Doug Robinson, CFP


Chairman
Ken Paull, CFP  
Thanks to Our Partners

Gold Partners
Charles Schwab
Black Rock/ Ohio Tuition Trust
Cole Capital
Realty Capital
TD Ameritrade
The Kabb Law Firm

Silver Partners
American Endowment
Camelot Portfolios
Capital Group
Goldman Sachs Asset Management
Guardian / RS Funds
Hylant Group
Morningstar
Performance Trust
Pioneer
Security Benefit
Transamerica
Trust Company of America
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Letter to the Members

 

TWO MONTHS OF FOCUS ON GOVERNMENT ADVOCACY

 

During the months of May and June of this year, members from our Chapter have been actively engaged in activities geared toward making the FPA, CFP practitioners, and allied professionals more visible to the policymakers at all levels of the State and Federal government.  We have been working diligently to develop an advocacy plan that proactively advances and protects the profession, while educating the legislators as to our positions on current issues and pending legislation.

 

On June 23rd and 24th, 65 FPA members from 21 states gathered in Washington D.C. for the first time in many years to meet with Representatives on The Hill to increase the visibility of FPA and advocate for the appropriate regulation of Financial Planners. 

 

  

Members from our Chapter had the pleasure of meeting with Senator Portman's General Counsel (Derek Lyons), as well as Sherrod Brown's legislative assistant (Gideon Bragin) to discuss how we, as Planning professionals can serve as a resource for financial issues that will ultimately affect their constituents.   Representatives of Congress from three Northeast Ohio districts were also engaged in meetings with our members.

 

In May, members from our Chapter along with Chapter members from Columbus and Cincinnati joined forces at the State Capitol for the FPA Ohio Legislative Day.  It was an extremely successful day for meetings!   Senator Frank LaRose added to our visibility during the Senate session by introducing Ken Paull (FPA/NEO Chairman) and myself as his guests and members of the FPA Advocacy group.

 

             Ken Paull CFP, Karen Bordonaro CFP,              Mike Mulhern W. Phil Ratcliff,               

   Mike Mulhern, Pam Sandy, CFP                            Kristen Moosmiller CFP, Walter R.    

   and Karen Nystrom                                                    Wilson, CFP, and Karen Nystrom

    Karen Bordonaro CFP, Bradley Philipot, Mike Mulhern, Ken Paull CFP, 
    W. Phil Ratcliff and Pamela Sandy, CFP  
 

To date, the results and feedback from the meetings at the State and Federal levels have been fantastic!  Our Chapters are building relationships with the lawmakers and many have voiced their strong support for continued dialogue.  

 

Click here for information "About the Financial Planning Coalition"

If you would like to follow the progress of the Coalition, the new website address is www.FinancialPlanningCoalition.com 

 

Let's keep it going!

Karen Bordonaro

President FPA/NEO

UAkron and FPA Student Chapter to Host Financial Planning Day

 

The UAkron Student Chapter and Doug Robinson, CFP (Board Student Liaison Director) are currently planning the 2014 Financial Planning Day, to be held on October 4, 2014 in Akron, OH.  It will include cross-publicity with the Akron Beacon Journal financial call-ins, scheduled for Wednesday, October 1st and Saturday, October 4th. 

 

This year is building on the success of the 2013 event and includes support and collaboration from the Foundation for Financial Planning and Consumer Credit Counseling, and a venue change to a larger space in Quaker Square that will allow breakout sessions, as well as scheduled one on one counseling with the participants. These changes should increase both the number of volunteers and participants in this worthwhile event.  More volunteers will build a leadership pipeline to help make the event sustainable.   

 

For more information about how to get involved, contact Doug Robinson or Janice Cackowski

Call for Nominations and Participation

 

During the months of August and September the Board of Directors and Committee members will be reaching out to the membership to ask that you consider participating at some level in the leadership of our Chapter.  There are positions that will become available at the Board level and Committee involvement will definitely be a focus.

 

Areas where members can help include:  membership, government advocacy, technical communications, pro bono, sponsorship, programs, NexGen and general meeting assistance.  Time commitments can vary as well. 

 

If members are interested in assisting with Chapter events and/or operations, please contact Lynn Bracic at 440-899-5055 or email.

 

Thank you to all of the members that have stepped up this year to offer their time and help with our Chapter events.  The increased amount of Chapter involvement this year has enabled us to accomplish many of our 2014 goals well before the end of the year!  

CHANGES!   FPA/NEO Annual Symposium

 

This year, the Symposium Committee is happy to announce that there are several changes that are being implemented to encourage and enable members to attend this day long networking and education event. 

 

These changes include:

  • Lower cost for attending the event!   
    Early-bird for members is $150. 
  • New Day of the week!  The event will be held on Thursday instead of Monday.
  • Break Out Sessions!  If you have already obtained the required Ethics Continuing Education credits, there will be a choice of break out education sessions to attend.
Thursday, October 16, 2014
LaCentre, Westlake, Ohio
7:30 AM - 4:30 PM

To register, please click this link.

NexGen Members Gather for Summer Social Event

On June 4th, the NexGen Group hosted their first event of 2014 at the Winks Bar & Grill in Beachwood, thanks to the support of Brian Wilson with Lord Abbett.  This networking event was a huge success, bringing together close to twenty up-and-coming advisors in our industry as well as advisors who are currently building their own practices.  The event was filled with abundant idea sharing, discussion around common challenges and successes, and an overwhelming level of excitement for being a part of this industry in Northeast Ohio.  A huge thank you to those members who were able to attend the event!  The NEO FPA chapter looks forward to continuing these NexGen events into the second half of the year.  If you are a NexGen member (age 36 or younger) or have a NexGen employee, please keep an eye out for the next event details that we will be sure to forward. 

FPA/NEO July 10th Summer Social Event 
Thank you to Gordon Miller from Cole Capital and Brian Graime from Realty Capital for hosting our Summer Social event at the Oak Barrel Brasserie and Taphouse on July 10th.  We had about 25 people (members and non-members) attend for a gathering that was simply social.  It was a great event for us to get to know each other a bit and share in some food, spirits and laughter.
Mark your calendars - Our Next Program Meeting is scheduled for September 18th
Topic #1:  "Durable Income"  

What every Smart Advisor Should Know about Bond Behavior:  Can not knowing cost you a client?

   

Sameer Jain

Serves as chief Economist and Managing Director of American Realty Capital, an investment services firm expressly focused on the alternative investment industry.

 

Topic #2:  "Introduction to 3D Fixed Income"

This presentation offers an eye-opening comparison between investment decisions based on intuition and those based on bond math and logic. 

Speaker:  TBA

Performance Trust