January 2013
            Newsletter

 
In This Issue
Message from the President
Congratulations FPA Pittsburgh!
CFP Scholarship
Upcoming Events
January Membership Milestones
Message from the President 
Brian Photo 

A New Year always brings reflections on what was accomplished in the past year and what new possibilities are ahead. As your new FPA of Pittsburgh President, I cannot be prouder of the achievements of 2012. The breakfast meetings and half-day conferences continue to be a staple in offering national-caliber speakers and education. Our October 18, 2012 Financial "Four"um brought together over 260 financial service professionals for a day-long symposium that was truly unique. Keynote Speakers like Natalie Choate Esq., Jon Delano, John Nichols, and Dr. Martin Murenbeeld entertained, educated, and inspired us.

 

2012 also marked the beginning of the FPA of Pittsburgh Saluting Service Award. The event was held on May 22 at Soldiers & Sailors Memorial Hall and Museum. This landmark event launched our community outreach and increased our public awareness in an unprecedented fashion. Nearly 500 attendees gathered for the picnic, musical entertainment, and first-class program. We honored 23 nominees that have bravely served our country and community. At the conclusion of the event we presented a $10,000 check to The Veterans Leadership Program in honor of the award recipient Mr. Thomas Fitzgerald.

 

The 2013 FPA of Pittsburgh Board of Directors is excited to build upon the momentum of the past year as we complete the planning and programming efforts. We ask that you join us once again for the breakfast meetings and half-day conferences. We ask that you support and promote the value of the Financial Planning Association. We ask that you put the following two dates on your calendars now.

 

Tuesday, May 21, 2013             

 FPA of Pittsburgh Saluting Service Award (Soldiers & Sailors Memorial Hall and Museum, 6:00 PM-9:00 PM)

 

Thursday, October 17, 2013    

 Financial "Four"um (Southpointe Hilton Garden Inn, 8:00 AM-5:00 PM)

 

Additional details will be coming in future newsletters and through our website www.fpapgh.org. Together we look forward to making 2013 a defining year in the lives of those we serve and in your businesses.

 

I look forward to serving you in 2013.

 

Brian T. Gongaware

 
  

outstanding achievement  

 Congratulations FPA Pittsburgh!!

 

FPA of Pittsburgh has been recognized at the 2012 Chapter 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
 
 
October 17, 2013
 
Financial "Four"um
 
Hilton Garden Inn, Southpointe
   

Membership Milestones

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

 

Ben Bernacchi                30 years

John Copper                   30 years

Francine Lefkowitz        20 years

Linda Duessel                 5 years

R. Philip Hilf                    5 years

A New Way to Serve Your Clients 
 

Your clients and prospects may likely have the vast majority of their investable assets in their employer-sponsored retirement plan.  Do your clients give this important asset the attention it deserves? Do they review changing investment options in light of market conditions, as well as in light of their changing needs and risk profile? If not, do they know that, through you, they can add professional money management to their account?

Through partnership with Absolute Capital Management, you can provide ongoing investment management for this key asset. This allows you to incorporate this core piece of their retirement savings into their overall financial plan. 

Whether your clients and prospects work for:

·         The state or local municipality - 457 Plan

·         A non-profit organization - 403(b) Plan, or

·         A public or private company - 401(k) Plan,

Absolute Capital has already navigated the logistics of adding professional money management to such accounts and we stand ready to help you every step of the way. We manage such accounts through a third party form wherein we have discretionary authority to manage the account and deduct our management fee which is shared with you.

Absolute Capital Management is a third party money manager who has over a decade's experience in providing tactical and strategic management solutions. We are ready to partner with you to offer a wide array of investment solutions designed to navigate market conditions over time.

Need a roadmap to help get started? Have a question about a particular plan? Call Absolute Capital today and we'll customize the information and tools you need specific to your book of business. We can provide free analysis of your target market to help unlock opportunities with your current clients and within your own community. Call us today at 1-888-388-8303.
  
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!

 

NexGen
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 2013 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