|   Summer, 2014 Newsletter    |   
Paula Nangle Chapter President 

 

So much going on...and so much more to come.....

 

While you were hopefully enjoying some well-deserved vacation time, we have been busy behind the scenes working on migrating to a new website, establishing a fresh newsletter format and meeting registration systems.

 

Some other changes that we have initiated this year are the Regional Study Groups, Happy Hours and NexGen events.  We are actively seeking ways to get more of our members and partners engaged.  Watch for announcements about regional events in your area.

 

I look forward to seeing many of you at the at the upcoming Fall Retreat, September 16th, to be held at Normandy Farm Hotel and Conference Center in Blue Bell.  It will be followed by an afternoon of optional activities including golf, tennis or lessons to hone your golf or tennis skills at Blue Bell Country Club.

 

Get Involved...Grow....Have Fun.....Join a Committee!

 

FPA is committed to provide you with the resources you need to grow and thrive professionally. At the chapter level we offer lots of opportunities to help you through every stage of your career journey. We encourage you to get involved, meet new people, share ideas, learn new skills and give back. To help you decide *how*, we have included a brief description of the various committees and who to contact.

 

Career Development: Be a mentor; reach out to students; encourage new financial planning professionals; provide new skills for experienced practitioners.  Read more....  

 

 

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FALL RETREAT/ETHICS/GOLF OUTING

Don't miss this exciting event to be held at the Normandy Farm Hotel & Conference Center and Blue Bell Country Club. 

This year you have many options to choose from...educational sessions including Ethics and Practice Management, opportunities to play golf or tennis, OR take a golf or tennis lesson.  Register soon!  Click here for all of the details and to register.

Education Update
Peter Gutekunst
Education Chair 

 

Thank you for joining us at the Spring Symposium and making it another successful event! We heard from some great speakers and ended with an inspiring message from Barbara Shaiman, author of Living Your Legacy Now. A special thanks to our Platinum sponsor Wiggin and Dana LLP, who delivered a fun and informative Jeopardy game show style presentation on a topic that isn't always included in a sentence including the word 'fun'. 

 

We had another great event at The Barnes on June 25th with a presentation from Michael Kitces and our Gold Sponsor, Walton International Group. A cocktail Reception followed and there was also plenty of time to tour the gallery. Click here to view photos of the event. 

 

Mark your calendars and hold the date of September 16 for the Fall Retreat to be held at a new location, Normandy Farm Hotel & Conference Center and Golf at Blue Bell Country Club. Our keynote speaker will be Matt Oechsli of the Oechsli Institute who is well known for his 'Becoming a Rainmaker' series. Special thanks to Gold Sponsor Schroders who will be presenting on Investing in Global Equities along with the return of 'Ethics Man', Joel Weiner.  Click here to read all about it and to register. 

 

We'll end the year on November 12th in King of Prussia with our last quarterly meeting thanks to Gold Sponsor ACE Private Risk Services.

 

Hope to see you there.

 

Pete Gutekunst

Education Chair

267-513-1820

peter.gutekunst@raymondjames.com 

 

 

Marketing/Media Relations Update

Steve Krzywicki
Marketing/Media Relations Chair
Our chapter's media response team has now grown to over 35 members.  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.     

 

We have had a number chapter members quoted in local and national publications recently as content experts in their particular field.

 

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 an article, please let me know and I walk you through the next steps.

 

Steve Krzywicki
Marketing/Media Relations Director
610-943-3117  

 
Advocacy Day in D.C.
 
               
 
Advocacy Day in D.C.

Our Chapter was well represented at the First Annual FPA Advocacy Day in Washington, DC on June 24th.  In attendance were Scott Kaminsky, Steve Krzywicki, Sameer Somal, Cathy Seeber and Kevin Coughlin on behalf of the Chapter.  We had a jam-packed day, meeting with six different offices of Senators and Representatives from our local area.

JUST IN.........

We have some excellent news to report.  As a result of our visit to D.C. on June 24th, Rep. Maxine Waters has called for a hearing in a letter to House Financial Services Chair, Jeb Hensarling on the user fee bill HR1627.  In addition, this investor protection bill picked up 12 new co-sponsors on July 11th.  We visited with many of those offices as a group. We encourage all of you to get involved and let your local Reps know we need their support on the issue.

Pro Bono Update
Dave Hoyer
Pro Bono Chair 

This spring has been an exciting time for our Pro Bono Group as we now have two relationships with new community partners, also commonly referred to as community based organizations (CBOs). They are the VA (Veterans Administration) center in Coatesville and Women Against Abuse in Philadelphia.

 

On April 29th Erik Evans, Eric Daugherty and I presented a workshop on Debt Management to a group of 35 veterans who live at the Coatesville VA Center. Our two Erik(c)s did role playing exercises and I presented the workshop. The reception was good from many in attendance and future workshops at the Center are planned. This is our first attempt to serve our veterans who have sacrificed so much and we will look for other opportunities to do so. From contact with vets we are learning that many of them are struggling with physical, emotional and financial problems that make reentry into their communities and regular civilian life difficult. I will be seeking volunteers to present future workshops and for one-on-one counseling to this group as future events are planned.  Read more....  

 

Dave Hoyer

Pro Bono Director

215-499-8772 (cell & office)  

 
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We would like to welcome the following new members to our chapter:

JasonE.BetzCFP�Betz & Associates
BryanR.BladesCFP�Radnor Financial Advisors
MichelleJ.BlassCFP� 
JayC.BurgmanCFP�Jay C. Burgman, CFP
Michael ContinelliCFP�Charles Schwab
StevenL.CoppolaCFP�Coppola Wealth Management
MicheleI.DuvivierCFP� 
Matthew Fatz  
Samuel FeldbaumCFP�Locust Capital
LawrenceR.FioriniCFP�CliftonLarson Allen Wealth Management, LLC
Ryan Flurie  
Nathan HaywardCFP�Concentus Wealth Advisors
LorettaD.Hutchinson Harvest Grop Financial Services
JohnJ.JulianoCFP�Vanguard
Dan Kirk  
Douglas KobakCFP�Main Line Group Wealth Management
Alexis Mayer  
Kelly McGinley  
Benjamin Melone  
Nicholas Quintans  
Kip SchaeferCFP�Bernstein Global Wealth Management
Benjamin Smith Wealthcare Solutions, LLC
Philip TravagliniCLFIndependence Wealth Strategies,an office of MetLife
Adam Turner  
WilliamJ.Werner United Capital Financial Advisors

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We congratulate the following members for reaching longevity milestones with FPA and thank them for their continued support and participation in our Chapter:

MAY                                                          JUNE
30 Years                                                       25 Years     

    Richard J. Isackson                                                         Christine M. Messmer 

20 Years                                                                             10 Years 

     Carolyn M. Denest                                                          Peter A. Rohr                                                   

15 Years                                                                              5 Years                                                      

     Kenny B. Bauer                                                               David M. Langan                                                 5 Years

     David F. Berdow                                                          JULY 

     Bryan G. Evoy                                                              10 Years 

                                                                                                Jonathan T. Viscounte 

AUGUST                                                   

30 Years                                                                              

     James R. Potoka                                                             

20 Years

     Sharon Binstock

     Mary Nothelfer

15 Years

     Jeffrey A. Weiand

10 Years

     Marjorie Tatar Mantas

5 Years

     Craig B. Carpenter  

     Alvin A. Clay 

     Cynthia D. Diccianni

     Michael Donahue

     Samuel S. Stroud

     James H. White 

Board Member and NexGen  Committee Co-Chair Rachel Fieweger is a great shot!
NexGen Summer Picnic & Trap Shooting

On July 30th the Chapter's NexGen Committee hosted a Trap Shooting event at the Delaware County Sportsmen's Association (DCSA), sponsored by Lincoln Mortgage Company and Structured Asset Management. The afternoon began with a firearms safety course and demonstration. Afterwards, each attendee took a few practice shots to become accustomed to the recoil of a 12 gauge shotgun. Then everyone participated in two rounds of trap shooting, in which clay birds were ejected from a "house" or machine in front of the shooter. Over barbeque afterwards, NexGen'ers networked with the Board and other FPA members. A special thanks to Rudy, Mike and Dennis of the DCSA for the use of their facility, their pointers, and especially their patience. Everyone had a great time and enjoyed the opportunity to participate in this unique sport!

  

Click here to see more photos.

2014 SPONSORS
We would like to take this opportunity to thank our 2014 sponsors and to acquaint you with them and what they have to offer.  Without their generous support we could not provide you with the stellar programming and events available to our members.

Click HERE to read all about them and please consider using their services whenever possible.                                                


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