Fall 2016 Newsletter


Jeanne Robinson, CFP®

A Legacy That Will Carry On

Most financial planners would agree that when you help a client plan their legacy you have gone from success to significance in that client relationship.

It is with a heavy heart to share some very sad news. Jeanne Robinson passed away on October 24, 2016 after a courageous two-year battle against cancer.

Jeanne was a leader, advocate, contributor and a friend to the financial planning industry. Some of her peers have referred to her as a "giant."

Some of Jeanne's contributions include:
  • FPA Past President - Philadelphia Chapter
  • FPA Residency Mentor
  • CFP Board of Governors
  • CFP Board Professional Review
  • Securities and Exchange - Steering Committee
  • Co-Author - Quips and Tips - The Wit and Wisdom of Financial Planning
  • Co- Author - To Act Like a CFP (followed the To Think Like a CFP and To Feel Like a CFP articles)
In addition to all of these contributions Jeanne led the Marshall Financial Group, a 22 Employee Firm and managed 15 client relationships as their planner. Jeanne was the visionary of the firm that was moving it to the next generation of greatness.

These contributions are what is known about Jeanne's resume. However, Jeanne was an advocate, champion, connector and friend. Behind the scenes she was helping a young planner find their first job, sharing best ideas and practices with her peers in the industry and always encouraging us planners when needed. The list could go on and on!

Jeanne will be greatly missed but her legacy will live on with all of those who had the pleasure of knowing her. It will carry on with all those who did know her and will be paid forward to those who did not.

To officially honor Jeanne's legacy, the FPA Philadelphia Board will be voting next month to name the CFP Scholarship award to: The Jeanne Robinson Memorial Scholarship Award. This award will be given each year to a rising financial planner who exemplifies some of the traits and characteristics that Jeanne so unselfishly gave to our profession for the last 30 plus years.

Thank you Jeanne for pouring all that you had into our profession with such grace, honor and completeness.

It is a model legacy for us all!

Rest in Peace!

Bill Love, CFP®
FPA Philadelphia Tri- State 2017 President

 
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Click here for a list of Committees.    
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Vince Barbera, CFP
President
Message From Your Chapter President
Dear Fellow Members,

As we enter the chilly months of November and December, I am forced to slow down (I have to now because my bones creak in the chilly air) and think back on another year. I ask myself, "Did I spend enough time with my wife and children?", "Did my business grow?", "Are my clients happy?", "Did we provide a good experience to our members?"

As a board, we are always asking ourselves that last question and challenging ourselves to think of new ways to engage our members. We are always considering moving the location to new venues. The summer meeting at eMoney was a result of that thinking. We are always looking for new speakers that engage and educate and always on the lookout for CE. Some of those speakers deliver and some do not but we will always try.

We also continue to look to establish alliances with like-minded organizations that we believe would benefit our membership. One example of that is an alliance with the Philadelphia Society of People & Strategy (PSPS) who had a Leadership Forum in Philly on Nov 2. Information was posted on the website.

As for FPA specific events, November is shaping up to be an action-packed month. On November 4 at the Philadelphia Downtown Marriott, we held our 3rd Annual Career Day. Due to the school calendar, it was recommended to us to hold the event in the Fall versus early in the year so we have switched the timing of the event from this point forward. Thank you to board member, Benjamin Cummings, and to Cynthia Axelrod, Professor at Temple University, for your work in making this happen. It was a most successful day with 15 employers interviewing almost 60 candidates.

MARK YOUR CALENDARS!

November 10, 2016 - Center City CE Study Group 
Noon-1:15 p.m. (Bring your own lunch, refreshments provided) There is a restaurant on the first floor. 
Wescott Conference Room, 12th Fl. 
30 S. 17th St., Philadelphia

"Doing Divorce Differently" - Alternative Dispute Resolution - Divorcing Couples

One Hour CFP® CE Credit approved.

RSVP to Rachel Moran at 215-557-3800 or rachel@rtdfinancial.com  

November 15, 2016 - Quarterly CE Meeting
Union League of Philadelphia
4:00-7:30 p.m.

"A Buyers Take on Succession Planning in the Financial Services  Industry"
(Approved for one hour CFP® CE Credit, and approved for one hour PA Insurance CE Credit)

"DOL Fiduciary Duty Rules and Impact on Advice to Retirement Investors"
(Approved for one hour CFP ® CE Credit, and approved for One PA Insurance CE Credit)
 
Followed by Cocktails, Hors d'oeuvres and Networking

Click here to read all about it and to register today!
______________________________________

December 8, 2016 - NexGen Panel Discussion & Happy Hour
SEI Investments, Oaks, PA
4:30-7:00 p.m.

"Working with NexGen Clients - Incorporating a Focus of Millennials Within Your Firm and Serving Them Profitably"

Followed by Cocktails, Hors d'oeuvres and Networking.

All members are welcome at no charge but pre-registration is required.

Click here for more information and to register.  
Nathan Hayward, CFP®, ChFC, MBA
Education Chair
 EDUCATION
 
As we round out 2016 with our November 15th quarterly meeting being held at the Union League, I wanted to say thank you to our members for your feedback and recommendations throughout 2016. With your continued input and support, the FPA Philadelphia board continues to be committed to delivering pertinent and quality content during our annual events.

Further, I can't thank you enough for spending time away from your professional pursuits to attend our quarterly CE programs and most recently our FPA Fall Retreat. The FPA board certainly enjoyed networking with our fellow members during the Fall Retreat and more importantly listening to your feedback in order to improve our future programming. Moreover, we received excellent feedback in regards to our speakers and some noteworthy highlights (based on member insights) came from Mike Byrnes engaging presentation on five ways to grow your business & Andy Knott's always informative ethics presentation.

 Read More.... 
kids_welcome.jpg

Welcome to our New Members!

Andrew Seth Borders, CFP®
Scott Brown, CFP®
Kimberly Brumbaugh
Reed Bruskin, CFP®
Duane Cabrera, CFP®
Kimberly R. Enoch
Donn Johnston, Jr., CFP®
Nicole Kianka
Christopher A. Lewis, CFP®
Peter B. Marmaras, ChFC, CFP®
Edward R. Plachter, Jr., CFP®
Martin Schamis, CFP®
Bruce Schwartz
Bhumi Shah
Scott R. Snyder, CFP®
Barbara J. Wolf, CFP®


Beth D'Andrea, CFP®

The MOMS club of Havertown West invited FPA-Philly Board Member Beth D'Andrea to their October meeting to offer the group some tips for young families going through some financial life events. Attended by both moms and dads (and kids!) they were prepared with questions that families face financially: How much do we save for college and where do we save it? Do we save for college or retirement first? Are there ways to save for retirement now that one of us no longer has an income and an employer plan? The interest was high and the meeting went well past the expected hour time allotted - all in all a great way for the FPA-Philly to reach out to the community.
flowers_anniversary.jpg

Congratulations to the following members on their membership anniversary milestones.


35 Years 
Sandra E. Goodstein, CFP ®, MSFS, CDFA 
David S. Waters, CFP ®, ChFC, RHU, CLU
 
30 Years 
 Edward J. Kohlhepp, CFP®, ChFC, CLU

25 Years 
Stanley I. Cooper, CFP ®
David B. Crowley, CFP ®
Stephen P. Wetzel, CFP ®, MBVA, CCM
 
20 Years 
Michael J. Dechiario, CFP ®
Christopher J. Heiser, CFP ®
John D. Jim, ChFC, CRPC ®
Ann C. Powers, CFP ® CFE
Lydia P. Sheckels, CFP ®, CLU, ChFC
 
15 Years 
Christopher J. Hackley, CFP ®  
Frank McCullough, CFP ®, CPA 
Joan L. Sharp, CFP ®, RLP ®, CeFT 
Laurie A. Siebert, CPA, CFP ®, AEP ®   
Jon D. Walton, CFP ®, CLU, AIF ®  
A. Rhodes Wilson, CFP ®, EA, MBA, ChFC
 
 
10 Years 
L. Tom Burnley, CFP ®, CRPC ®, CFS
Jan L. Graybill, CFP ®
Margaret M. Todd, CFP ®, CLU
Geraldine Raymond, CFP®, CRPC®
Danielle Margulis, CFP®

5 Years 
Amita Desai, CFP ®
Bradley J. Foy, CFP ®
Joel A. Goodheart 
Louis J. Kramarski, CFP® 
Nicholas S. Maningas 
Michael W. Mills, CFP®
Sameer S. Somal, CFA, CFP® 
Cynthia Youngcourt, CFP® 
 
Questions? 

Contact our Chapter Administrator Chris Stewart at 215-295-0729 or ccstewart@comcast.net.