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   November and December 2012 Newsletter

FPA of Pittsburgh Newsletter
Newsletter Subtitle
Month Year



It has been an exciting and eventful year and I hope you were able to take advantage of many of the great benefits your chapter has available to you.  Next year should be equally eventful and your local FPA Board is working deligently to plan more great events.  So, stay in contact with your chapter via the website and this newsletter to see what 2013 has to bring!  HAPPY HOLIDAYS!!! 
In This Issue
Congratulations FPA Pittsburgh!
CFP Scholarship
Upcoming Event
You're Invited!
September Membership Milestones


 Congratulations FPA Pittsburgh!!


FPA of Pittsburgh has been recognized at the 2012 Capter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award.  Congratulations to the board, it's membership and the many sponsors who make the chapter so great.


CFP Certification Scholarship


Attention student chapter members! . . .   Keir Educational Resources wants you to know about their 2013 scholarship for review of the CFP certification exam.  Keir will award one scholarship per FPA chapter per exam cycle.  Student chapter members are encouraged to apply.  The winner may choose any Keir Instructor Led Live Class or Keir Virtual Review Class.  The scholarship includes class tuition and Keir's Basic Review Package.  This prize has a retail value of $970.  Class dates and locations are available at www.Keirsuccess.com or by calling 800-795-5347, ext. 107.



Mark Your Calendar!!!
May 21,2013
Saluting Service Event
Soldiers & Sailors Memorial Hall and Museum
You Are Invited!!
 NAIFA-Pittsburgh Day on the Hill
Friday, January 11, 2013
Make plans to join your colleagues from FPAand fellow members of NAIFA-Pittsburgh when they will host members of the U.S. Congress, State Senate and House of Representatives for a special luncheon meeting!  Be present in welcoming the local legislators of the PA General Assembly and Congress.
The luncheon will feature a panel discussion moderated by Jon Delano, KDKA Money & Politics Editor.
The cost is $35.00 per attendee.
Please register by Tuesday, January 8, 2013.  For more information, please contact Association Executive Ann McKenna at (412) 655-4447 or email AnnMcKenna@naifapgh.org.

Membership Milestones

Congratulations to the following FPA of Pittsburgh members who reached membership longevity milestones in September:


Thomas Milinovich        20 Years       James Beck                   20 Years     Michael Figurelli             5 years

Darren Hucko                5 Years

We look forward to seeing you at an upcoming event!  Need more information or have a question?  Visit the chapter website at www.fpapittsburgh.org or contact us at fpa.pittsburgh@verizon.net.
Quick Links
FPA Automatic Renewal Policy

The FPA is excited to announce that you are now able to sign up for automatic renewal of your FPA membership!


If you sign up for automatic renewal, your membership will renew in the month that it is due and in the subsequent years going forward.


Click here to sign up for automatic renewal today!


Planners under the age of 36 are encouraged to contact Michael McGrath or Stephanie McElheny to find out about the great opportunities available through NexGen. 

Attention FPA Sponsors!!!

Are you interested in sponsoring the Pittsburgh Financial Planning Association or one of our events?


Interested parties may  contact John J. Harm III for a copy of our 2012 SPONSORSHIP BROCHURE.


Media Training

If you would like to qualify to respond to requests for media interviews, click here  to access the mandatory training, complete the Media Participation Agreement , and then contact Ruth Forsyth to be added to our Chapter's media response list.


To qualify to speak to the media, you must be a CFP in good standing, a member of FPA, and have a minimum of 3 years experience as a financial planner. 


Media Interview Tips