FPA Philadelphia Tri-State Area P.O. Box 38 Fairless Hills, PA 19030 215.295.0729 www.fpaphilly .org We have some exciting new things in the works for this year to provide you with an enhanced membership experience. In addition to our top- notch education programs, watch for the regional study, NexGen events and more happy hour socials. We are also seeking to strengthen the relationship we have with our Sponsors who are integral to our success as a chapter. I encourage you to reach out and establish a relationship with our sponsors and be a resource for them, as they can also be a resource for you. One of the first things I did as an aspiring Certified Financial Planner was to take the advice of my first professor at NYU in my CFP program. Professor Wetzel (you probably know him as Steve), advised us to join the FPA and get involved! I took his advice to heart and by far, it one of the most valuable things I did as a career-changer with a passion for financial planning. I joined…. and I got involved. I truly believe that the more you put in to your relationship with FPA the more value you get out of it. Every significant event in my career as a financial planner can be tied back to people I met through FPA. As our "young" profession continues to grow and evolve, there will be growing pains. The work we do as financial planners is so important and the public needs us! To grow and thrive as a profession and a chapter we need your support and involvement. Check out the reports from our Committee Chairs and find an area that gets you energized and get involved! I am honored to serve as the 2014 Chapter President and feel very fortunate to have the support of a strong and committed group of board members and volunteers. I would like to express my sincere gratitude to Cathy Seeber, John Kilroy, and Mike Clancy who have rotated off of the board and have given so selflessly to our chapter over the years. Looking forward to a great 2014! 2014 is shaping up to be another great year for FPA - Philadelphia Tri-State Area! Message from our Chapter President Mark Your Calendars Apr 24 NexGen Happy Hour Apr 30 New Member Breakfast May 13 Spring Symposium June 25 Art & Education at The Barnes Museum The primary aim of the Financial Planning Association is to be the community that fosters the value of financial planning and advances the financial planning profession.
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FPA Philadelphia Tri-State Area P.O. Box 38 Fairless Hills, PA 19030 215.295.0729 www.fpaphilly .org
We have some exciting new things in the works for this year to provide you with an enhanced membership experience. In addition to our top-notch education programs, watch for the regional study, NexGen events and more happy hour socials. We are also seeking to strengthen the relationship we have with our Sponsors who are integral to our success as a chapter. I encourage you to reach out and establish a relationship with our sponsors and be a resource for them, as they can also be a resource for you. One of the first things I did as an aspiring Certified Financial Planner was to take the advice of my first professor at NYU in my CFP program. Professor Wetzel (you probably know him as Steve), advised us to join the FPA and get involved! I took his advice to heart and by far, it one of the most valuable things I did as a career-changer with a passion for financial planning. I joined…. and I got involved. I truly believe that the more you put in to your relationship with FPA the more value you get out of it. Every significant event in my career as a financial planner can be tied back to people I met through FPA.
As our "young" profession continues to grow and evolve, there will be growing pains. The work we do as financial planners is so important and the public needs us! To grow and thrive as a profession and a chapter we need your support and involvement. Check out the reports from our Committee Chairs and find an area that gets you energized and get involved! I am honored to serve as the 2014 Chapter President and feel very fortunate to have the support of a strong and committed group of board members and volunteers. I would like to express my sincere gratitude to Cathy Seeber, John Kilroy, and Mike Clancy who have rotated off of the board and have given so selflessly to our chapter over the years. Looking forward to a great 2014!
2014 is shaping up to be another great year for FPA - Philadelphia Tri-State Area!
Message from our Chapter President
Mark Your Calendars
Apr 24 NexGen Happy Hour
Apr 30 New Member Breakfast
May 13 Spring Symposium
June 25 Art & Education at The Barnes Museum
The primary aim of the Financial Planning Association is to be the community that fosters the value of financial planning and advances the financial planning profession.
2014 Board of Directors
CHAIRMAN & IMMEDIATE PAST PRESIDENT William Z. Suplee, IV, CFA, CFP®, ChFC®, CASL, AIF P: (610) 648-0700 F: (610) 647-5507
PRESIDENT Paula C. Nangle, CFP® P: (215) 348-9393 F: (215) 348-7971
PRESIDENT-ELECT Richard J. Durso, CFP®, AEP® P: (215) 557-3800 F: (215) 557-3814
TREASURER Vincent R. Barbera, CFP® P: (610) 283-1013 F: (610) 727-4001
We congratulate the following members for reaching longevity milestones for the first quarter of 2014 with the FPA and thank them for their continued support and
participation in our Chapter.
Thirty Years Twenty Five Years
Alan H. Meyers Frank M. Rich Carl Werner Jeanne A. Robinson
Irvin G. Schorsch Michael J. Amato Joseph P. Halpin
William M. Topkis
Twenty Years Fifteen Years
Alexander H. Sickert Alan J. Fishman Andrew W. Davitt David Lafferty
Christine Clark David J. Berkeihiser Jeffrey J. Febbo Edwin R. Baldrige
Larry R. Schneider Harry E. Keller Peter R. Hecht James S. Hemphill Scott Michalek Jane A. Rose
Thomas F. Shumosic Michael A. Halvorsen William Lusignea Paul T. Kohler
Peter D. Shelp
Ten Years
Alan M. Schapire Anthony J. Bruno
Ari D. Spectorman Five Years
Helen Hurilla Anthony E. Reese Julie M. Kemp Christopher J. Horan
Lawrence J. Sweeney Frank J. Violini Michael J. Sicuranza Jorge R. Rueda
Paula C. Nangle Matthew J. MacNeal Ryan Murray Ronald R. Stoner
Steven N. Brandt Timothy L. Waite Vincent De Giovanni Tom L. Walker William P. Marshall William J. Mastalski
27th Annual Spring Symposium – May 13, 2014 Please join us for our 27th Annual Spring Symposium! Registration is now open. 5 1/2 CFP® CE Credits and 5 PA Insurance CE's are expected to be approved. The first part of the day will be breakout sessions and then we will switch to general sessions for everyone. We think you will like this new format and look forward to welcoming you to this year's Spring Symposium. Once again, the pricing will remain the same as last year ($195 for members and $250 for non-members) and includes breakfast, lunch and breaks. If you have any questions, please contact Chapter Administrator Chris Stewart at 215-295-0729 or [email protected]. Register at www.fpaphilly.org (click on the title 27th Annual Spring Symposium and it will take you to the registration page.
Agenda:
7:30-8:30 AM Registration/Breakfast/Networking/Sponsor Visitation
Session 1 8:30-9:20 AM Sameer Somal, CFP®, CFA CFO, Blue Ocean Global Wealth
The Case for Succession Planning: Maximizing the Potential Value when Transitioning Practice Ownership
Or Session 2 8:30-9:20 AM John Kilroy, CFP®, CPA Senior Wealth Planner The Vanguard Group
Estate Planning after ATRA - Why sound planning is still necessary despite the newer, higher exemptions and portability
Session 1 9:25-10:15 AM Thomas R. Titus CEO and Managing Partner SMART Concepts Group, LP
The Business Valuation Process - Properly valuing a sale or business purchase and best practices structuring a deal
Or Session 2 9:25-10:15 AM
Lori Epstein, JD Vice President, Advanced Markets, Financial Planning and Special Needs Planning MetLife Premier Client Group
Estate Planning for the Modern Family
10:15-10:40 AM Break with Sponsors
10:40-11:30 AM Dr. David Kelly, JP Morgan An Economic Update: Opportunities and Risks
11:30 AM - 12:50 PM Lunch and Break with Sponsors
12:50-2:00 PM Richard A. Levan, Esq. Wiggin & Dana
Compliance Jeopardy-Are you at Risk? Test your knowledge and root for your favorite contestant in this real life jeopardy contest (Alex Trebek not included). Know the questions to answer about Compliance, FINRA and State Insurance Regulations and what you can do to be prepared.
2:10-3:00 PM John Carl The Retirement Learning Center and Columbia Funds
Navigating The New Tax Regime
3:00-3:25 PM Break with Sponsors
3:30-4:30 PM Barbara Greenspan Shaiman
Live Your Legacy Now! In a world in which racism, violence, illness and poverty seem to overwhelm us so that we often close our eyes - and our hearts - to the suffering around us, we may not believe we have the power to change things. Barbara Greenspan Shaiman shows in this session this simply isn't so. This powerful session is part memoir and part how-to discussion and provides the tools and strategies to help you create meaningful change in your own life as well as in the lives of others.
Philadelphia, PA 19106 We invite all of our NexGen members to join us for our second Happy Hour of the year. Join us as we relax, shoot some pool, play some shuffleboard, sip a cold one and catch up with our FPA colleagues and friends. There is a modest fee for this event that will cover the cost of the private space, game tables and hors d’oeuvres. Happy Hour prices of $3 drafts and $4 well drinks will be available. We look forward to seeing you there. Members $10 Non-Members $15 Pre-registration is required. Go to http://www.fpaphilly.org and click on the title of the event. This will take you to the registration link. You may also use the registration form below to mail a check. Name:_________________________Company:______________________________ Phone:_________________________Email:_________________________________ Send with check to: FPA Phila., P.O. Box 38, Fairless Hills, PA 19030. Questions? Call 215-295-0729.
FPA Advocacy Day in Washington, D.C./We Need You! Join us for some serious fun on our first annual FPA Advocacy Day in our nation’s capital in 14 years! This is an opportunity to introduce our FPA values and core beliefs to policymakers in D.C., display FPA’s strength as the association for all CFP® professionals, and advocate for issues that impact our profession. Participating in this important day will empower you to positively impact government officials at all levels and take home take home experience and training to use with your state policymakers. On June 23-24 join our FPA Chair, President, and President Elect to represent our association in the halls of Congress. FPA will handle the heavy lifting: setting up meetings with your elected officials, preparing relevant materials, and providing training so you can educate your legislators about financial planning and explain what makes FPA members unique. As an Advocacy Day participant we will provide you: Appointments with the offices of your representatives Networking opportunities Advocacy training breakfast Advance talking points about FPA policies and priorities Background and preparation materials for meetings Group room rate of $219 at the Liaison Hotel next to Capitol Hill (link to special room rate provided after you register) Casual pre-event dinner and continental breakfast The registration fee of $110 will cover dinner, breakfast on the Hill and materials. Please note that all members are responsible for their own travel expenses. What: FPA Advocacy Day: Serious Fun When: June 23rd (arrive, pre-event casual dinner)/June 24th (training and appointments) Where: Washington D.C. Who: All FPA members are invited! CLICK HERE to begin the easy Advocacy Day Registration.
We now have over 30 people who are trained to be a part of our chapter’s media response team. The media response team’s role is to respond to request for quotes from members of the national media, to provide insight to FPA’s consumer oriented articles, and to be an author of content for the FPA’s plannersearch.org website and the FPA blog.
Our next step is to reach out to our local media and develop those same connections and use the members of our chapter as expert resources on financial planning topics. We feel this is a great way to promote our chapter and the financial planning profession as a whole.
If you would like to be involved in the media response team, a writer or a source for articles, please let me know and I walk you through the next steps.
Our goal this year for the marketing and media relations committee is to help promote our chapter and the financial planning profession through both the local and national media. The committee kicked off the year by setting up a media training event with Ben Lewis – Director of PR for FPA. There were over 20 people that attended and were training on topics such as how to proactively pitch a story to the media, how to handle an interview with a reporter, etc.
Marketing / Media Relations Committee:
Government Relations Join us at the National FPA Advocacy Day in Washington, D.C. The day for the National Advocacy Day in Washington DC has been finalize and plans are coming together. Emails have been sent out to all FPA members but here are some of the bullet points. FPA National intends to do the “heavy lifting” by setting up meetings with elected officials, prepare all relevant materials and provide training to enable us to educate the legislators about financial planning and why FPA members are unique. The arrival date is June 23 with a pre-event casual dinner. June 24 will begin with training then out to meet our legislators. FPA will provide each participant with the following: Appointments with the offices of your representatives Networking opportunities Advocacy training breakfast Advance talking points about FPA policies and priorities Background and preparation materials for meetings Group room rate at the Liaison Hotel next to Capitol Hill Casual pre-event dinner and continental breakfast The registration fee of $110 will cover meals, materials and training. Please note that all members are responsible for their own travel expenses. If you have an interest in attending, check for an email from FPA National sent on or about April 4th for a link to register for the event and rooms. A limited number of rooms at a special FPA rate have been reserved. A link will be provided upon event registration to the hotel for the special rate. Please contact Nick Maningas at 610-202-7847 or email [email protected] to let the Tri-State Chapter know that you will be attending. Join us in Washington, DC to build awareness of the CFP professional with your legislators and protect the future of our profession.
