August 2010 Newsletter - Financial Planning Association

THE PLANNER
August 2010
1895 Lincoln Avenue
East Meadow, NY 11554
(516) 542-2004 , Fax (516) 542-2005
Email: fpali@optonline.net
www.fpali.org
PRESIDENT’S MESSAGE
Good Things Coming
Now that it‘s the middle of the summer, we will be holding a Board
Strategic Planning Meeting. Many
of our previous programs and activities will be reviewed and discussed.
Fresh ideas are presented and developed for the coming year. But
without you, our committees and
Board will start going stale.
At many different times, committee
chairs, past presidents and myself have used our newsletter and the various
podiums at FPA events to appeal for your input and help. Many of you
have listened and stepped up to the plate. We‘ve been able to branch out
and take more innovative approaches. Our new slate for officers and board
members will be drawn from those of you who have stepped forward and
volunteered your time, ideas and efforts. But we still need new help. We
will be offering all of you several opportunities to lend a hand with committee work. A year of committee work is required to join our Board and Executive Board. If you are serving on a committee, please let your chair
know that you are ready to move up to the Board or contact our Chapter
Administrator, Janet Cino (516-542-2004, fpali@optonline.net) or myself
(631-366-1999, ncs811@yahoo.com) regarding your interest and availability to serve.
I want to remind everyone of our plans for upcoming events:
Board of Directors
2010
Chairman of the Board
Michael D. Kresh, CLU, CFP®
President
Moss Kaufman, CFP® , EA
President Elect / Secretary
Alan M. Borko, CFP®
Treasurer
Robert Zerah, CPA/PFS, CFP®
Directors

Membership: Paul Schifter, CFP® &

Programs: Anthony F. Papa, CFP®
Our next Program Meeting is scheduled for 5:30 PM, September 22,
2010, at the Crest Hollow.
Scott Sanders , CPA, PFS, CFP®
On October 1st there will be a joint regional conference on Technology
trends for 2010 and beyond. This all day program will be taking place at
the Met Life Conference Facility in Long Island City, Queens.
Symposium: Joseph W. Fleischman, CFP®

Journal/Directory: James Graziano, CFP®
Our annual Ethics Program is scheduled for October 6th.

We will be scheduling a number of new member events and orientations starting in the fall.
Our 11th Annual Symposium and Exhibition will be on October 29th from
8:00 AM until 5:30 PM at the Crest Hollow.
Additional details can be found in this newsletter and will also be emailed
out throughout the course of the summer.
I hope the summer weather continues to be good and that you have the
time to enjoy it.
Moss J. Kaufman, CFP, EA
President, FPA of Long Island
& Sandy Joel Siff, CFP®, Ph.D.
Public Awareness, Public Relations &
Communications: Michael Baras , CFP®
Pro Bono: Richard L. Bergen, CPA, CFP®
Ethics: Raymond D. Mignone, CFP®
Fee Advisor Group: Andrew Rich, CFP®
Focus Groups: Craig Marcott, CFP®
Legal Counsel: Diane Wilkie, Esq., CFP®
Strategic Partners: Thomasina Michalik, CFP®
Newsletter Editor
Michelle Buonincontri, CFP®
What’s Happening —
Announcements from the Editor
>
Nominations for “ The Howard Black
Memorial Award”. Last year’s award was not presented for 2009, due to lack of nomination submissions. So, please don’t forget 2010 and submit your
nominations—due by 8/31. Find nomination form in
the back on page 10.
Many Thanks to Our 2009-2010
PLATINUM PARTNERS
DWS Investments - Anthony Camilleri
631-559-3443; anthony.camilleri@db.com
Invesco Aim - Robert Larsen
713-214-7832; robert.larsen@invescoaim.com
Jackson National - Steve Burke
516-297-4620; stephen.burke@jnli.com
Laserfiche– Marcel Tsai
562-988-1688 x 191; marcel.tsai@laserfiche.com
> Sign up for FPA Joint Regional Technology Conference: Technology Trends for 2010 & Beyond
scheduled for Friday, October 1st, 2010, at Met
Life Conference Facility in Long Island City, Queens.
Visit our web page at www.fpali.org for a registration form.
> SAVE THE DATE: A special Chapter Meeting for
CFP(R) Required Ethics credits on Wednesday,
October 6th, 2010 from 5:30 PM to 8:30 PM at the
Crest Hollow Country Club, Woodbury, NY.
>
SAVE THE DATE: FPA LI 11th Annual Sym-
posium& Exhibition will take place on Friday, October 29, 2010. Register by May 7th for the Early
Lincoln Financial Distributors—Chris Lynn
516-662-7879; Christopher.Lynn@LFD.com
MainStay Funds - Andrew Williams
914-772-8808 ; andrew_k_williams@newyorklife.com
Nationwide - Susan O‘Connor
516-532-1170; oconnos3@nationwide.com
Oppenheimer Funds - Wendy Ehrlich
516-318-1418; wehrlich@oppenheimerfunds.com
Prudential Annuities - Carrie Short
516-521-4673; carrie.short@prudential.com
W.P. Stewart Asset Management NA
Kevin Crook—215-630-0394; kcrook@wpstewart.com
Bird discounts! See page 6 for a registration form.
GOLD PARTNERS
> Please check the back cover for the schedule of
monthly meetings, seminars and chapter events,
or go to our web site www.fpali.org.
Charles Schwab - Andrew Magnus
212-403-9216; andrew.magnus@schwab.com
> Did you know that for every member you recruit
you can earn a $25 coupon from National? Just
make sure that the new member writes your name
on their application as the person who referred him/
her to the FPA. These coupons can be used toward
the cost of your membership dues.
In adherence to the FPA’s Open Forum
Policy, the Financial Planning Association of
Long Island welcomes advertisements from
reputable suppliers of products and services
to the financial planning community. However,
the chapter’s Board of Directors does not
perform due diligence on advertisers or
authors and cannot guarantee that their
offerings or writings are suitable or correct.
PAGE 2
Dreyfus Investments - Robert Kaler
845-702-8262 ; kaler.rj@dreyfus.com
Dunham & Associates—Shannon M. Evans
800-442-4358; shannon.evans@dunham.com
ING Financial Solutions—Ray Malone
718-825-4157 ; ray.malone@us.ing.com
JP Morgan Asset Mgmt - Melissa Lannon
917-575-3958; melissa.lannon@jpmorgan.com
Support our Contributing
Partners; they Support Us
THE PLANNER
October— The FPA Chapters of Fairfield County, Greater Hudson
Valley, Long Island, New Jersey & New York City
presents
„Technology Trends for 2010 & Beyond „
featuring the dynamic technology/practice management duo of
Technology Tools for Today (T3) Fame
Joel Bruckenstein & David Drucker
Limited to
175
attendees
When: Friday, October 1st, 2010, 8:00 Am-6:00 PM
Where: Met Life Conference Facility in Long Island City, Queens
(Includes Breakfast, Lunch & Cocktail reception)
Registrations on or before Aug. 15th:FPA MEMBERS: $139.00 - ALL OTHERS: $169.00
Registrations after Aug. 15th
:FPA MEMBERS:$189.00 - ALL OTHERS: $229.00
Visit www.fpali.org for a flyer and registration form.
The Scott Hirschbein Memorial Golf Outing,
held Monday, June 14, 2010
The Hamlet Wind Watch Golf and Country Club, Hauppauge, NY
Many thanks to Tim Rossiter our committee chair, he did another great job in putting this
year’s outing together bringing together members, chapter partners and friends!
Congratulations to all of our contest winners this year!
Closest to the Pin: Mike Lopez and Marge Goldner;
Closest to the Center: Robert Tollin and Cindy Guar;
Longest Drive: Jason DiPietro and Madge Chase.
Low Gross Men: Anthony Camilleri; Low Gross Women: Madge Chase;
Low Team Gross: Bob Kennedy, David Gianelli, Mike Lopez and Rich Mattone;
Low Team Yellow Ball: DanRossiter, Bob Craven, Anthony Camilleri and Sebastian Triscari;
High Gross Men and Women (or Most Honest Golfer): Marty Tollin and Susan O’Connor;
We cannot thank our sponsors enough; their support allows us to run these great events.
Please thank them for their support whenever you see them. We hope to see all of you
again at next year’s outing!
Many thanks to all of our Partners
and special thanks to:
Breakfast Sponsor – Morris Glazer
and Dawn Lind with Transamerica
Lunch Sponsor – Robert Ferro with Oppenheimer Funds
Awards Sponsor-Andrew Magnus with Charles Schwab
Range Sponsor-Eric Halpern with MainStay Investments
Putting Green Sponsor-Lee Conti with
CPS EA Insurance Services
Tee Sponsors
American Portfolios Financial Services,
Annuity Depot Agency, DWS Investments,
Franklin Templeton Investments,
Guardian / RS Funds, Invesco, National Integrity,
Nationwide and Prudential Annuities
PAGE 3
THE PLANNER
Symposium & Exhibition Committee
Joseph W. Fleischman, CFP® ● Symposium & Exhibition Director
Committee Members: Don Acquaviva
Craig Ferrantino
Tommie Michalik
Sign-Up Today!
Alan Borko
Michelle Hall
Rich Seeger
Rich Bergen
Moss Kaufman
Sandy Siff
John Doran
Andrew Magnus
Diane Wilkie
Symposium & Exhibition 2010
Mark your calendars now!
Friday, October 29, 2010,
Crest Hollow Country Club, Woodbury, NY
A Huge “Thank You”
to the Sponsors & Exhibitors
who generously contribute to
make this program possible!
The following list represents sponsors
signed up as of July 2010.
Platinum
Allianz Life Financial Services
Hartford
Invesco
Jackson National
Nationwide
New York Long Term Care Brokers, Ltd.
OppenheimerFunds
Prudential Annuities
Gold Level
ING Financial Solutions
Marsh
MoneyGuidePro
SEI
Silver Level
Ameriprise Financial
Charles Schwab
Columbia Funds
Crump Insurance
Direxion Funds
Fidelity Investments
Guardian Investor Services LLC
Hofstra University Continuing Education
ICON Advisors, Inc.
Laserfiche
Manning & Napier Advisors
National Network of Accountants
Pacific Life & Annuity Company
Penn Mutual
Putnam Investments
TD Ameritrade Institutional
Transamerica
Wells Fargo Advantage Funds
---------------------Sponsorship opportunities are still available.
If you would like details on sponsoring
call Tommie Michalik at
516-650-3374
PAGE 4
The Symposium Committee has been working hard
to put together topics and speakers for the premier annual
event on Long Island: The 11th Annual Symposium
and Exhibition of the FPA of Long Island! It will take place on
Friday, October 29, 2010, at the Crest Hollow Country Club in Woodbury. All of our speakers and topics are already lined up for the day.
Nationally known speakers Jerry A. Webman, Chief Economist at
OppenheimerFunds, Michael E. McDermott, counsel for Farrell Fritz
with extensive experience in the area of healthcare law, and Evan
Cooper, Deputy Editor of Investment News, will be our Keynote and
Luncheon Speakers. You can look forward to Robert Goldfarb starting
things off as our pre-conference speaker, by presenting his very timely
Tax Update session. Vincent Russo will return offering a session on last
minute Medicaid Planning; David Baram will be discussing the nuts and
bolts of credit analysis; Eric Kramer will be presenting on the sunset provision of the tax code; and many other fine speakers and topics are lined
up for the day and you won‘t want to miss them.
In addition to the fine education you receive at the annual
symposium it is also a great opportunity to meet up with old colleagues,
meet new ones, speak with your peers and our partners to find out the
best way to help us help our clients in this ever challenging economic
environment.
The full Symposium agenda is included on the following page, so
be sure to look it over. Use the registration form included there to sign
up today. The Symposium brochure is in the process of being printed
and is scheduled to be mailed to all members in early September.
You will once again be able to earn up to 8 CFP and/or CPA
credits during the day. You will also be able to earn 2 hours of NY State
Insurance CE credit.
We hope to have 300 people in attendance this year. Some
sponsorships are still available, so sign up now to reserve your space.
Anyone wishing to get involved in this chapter might consider
joining the Symposium Committee, there are many opportunities to help
out. We can always use assistance at the event with moderating in each
session, or maybe you would like to take photographs at the event, and
we can always use extra hands the night before at our famous ―Stuffing
Party.‖ Anyone interested in joining the committee should give me a call
at 631-845-5100 or email me at jfleischman@vanderbiltsecurities.com.
I’m looking forward to seeing you on October 29th!
Joseph W. Fleischman, CFP®
Director of Symposium 2010
THE PLANNER
Jerry Webman ● Evan Cooper ● Michael McDermott ● Bob Goldfarb ● Vincent Russo
SYMPOSIUM & EXHIBTION 2010
October 29, 2010 — Crest Hollow Country Club, Woodbury, NY
7:30—9:00 AM
8:00—9:00 AM
8:00—9:15 AM
9:15—10:05 AM
10:05—11:00 AM
11:00—11:50 AM
11:50 –12:10 PM
12:10—1:00 PM
1:00—2:30 PM
2:30—3:00 PM
3:00—3:50 PM
3:50—4:40 PM
4:40—5:30 PM
Registration
Pre-Conference Session (1 CFP®* and/or CPA CE credit)
Tax Update: Robert Goldfarb, CFP®, CPA, PFS; Schoenfeld Mendelsohn Goldfarb LLP
Exhibit Hall Open—Breakfast with Exhibitors
Opening General Session:
Global Economic & Financial Market Outlook (1 CFP®* and/or CPA CE credit)
Keynote Speaker: Jerry A. Webman, Ph.D., CFA; Chief Economist, Oppenheimer Funds
Exhibit Hall Open—Break with Exhibitors
Concurrent Session I
►Medicaid Planning to Protect Your Most Valuable Assets (1 CFP®* and/or CPA CE credit)
Speaker: David R. Okrent, CPA, Esq., Law Offices of David R. Okrent
►The Nuts and Bolts of Credit Analysis (1 CFP®* and/or CPA CE credit)
Speaker: David Baram, Baram & Kaiser
►Revisiting Sunset Provisions of the Code (1 CFP®* and/or CPA CE credit)
Speaker: Eric M. Kramer, Esq., Farrell Fritz, P.C.
Exhibit Hall Open—Break with Exhibitors
Concurrent Session II
►Planning Today for Tomorrow’s Crisis: Last Minute Medicaid Planning
(1 CFP®* and/or CPA CE credit)
Speaker: Vincent Russo, Esq.; Vincent J. Russo & Associates, P.C.
►ETFs (1 CFP®* and/or CPA CE credit)
Speaker: Brian Laux, Invesco PowerShares
►Health Insurance Solutions for the Sole Proprietor and Small Business Owner
(1 CFP®* and/or CPA CE credit)
Speaker: Gary Victorson, CLU, Victorson Associates, Inc.
Lunch: Healthcare Reform and the New Financial Planning Paradigm
(1 CFP®* and/or CPA CE credit)
Luncheon Speaker: Michael E. McDermott; Farrell Fritz, P.C.
Exhibit Hall Open—Raffle Prizes Pick Up
Post Lunch Keynote Session
Branding Your Business for Success (1 CFP®* and/or CPA CE credit)
Speaker: Evan Cooper, Deputy Editor, Investment News
Post Conference Sessions
►Living Benefits in Life Insurance; (1 CFP®* and/or CPA CE credit and/or 1 NYS Ins. Credit)
Speaker: Stephen J. Shorrock, Life Ventures Corp.
►Retirement and Estate Planning With Life Insurance;
(1 CFP®* and/or CPA CE credit and/or 1 NYS Ins. Credit)
Speaker: John Doran, Hartford Life
*All continuing education (CE) credits must be reviewed and approved by CFP Board. Information displayed is contingent
on approval by CFP Board; CE credit is not guaranteed. Onsite materials will indicate final approval for session CE credit
11th Annual Symposium & Exhibition
October 29, 2010 - Crest Hollow Country Club, Woodbury, NY
Name: __________________________________________________ Email: _______________________
-
Company: _______________________________________________ Phone: _______________________
Address:_____________________________________________________________________________
CFP License #: _____________________ NYS License #: ______________________
Rates:
5/8/2010 to 10/15/2010
10/16/2010 to 10/29/2010
Member: $150.00;
Member: $200.00;
Non-Member: $220.00
Non-Member: $270.00
Return form and check to FPA of Long Island, 1895 Lincoln Ave, East Meadow, NY 11554-2522.
A full refund will be granted as long as you contact us by October 15, 2010.
Refunds will not be granted after October 15, 2010, however substitutions can be made at any time at no charge.
THE FPA LONG ISLAND SPOT LIGHT ON
R
E
N
N
A
L
P
THE
Thomasina Michalik , CFP®
Vice President of Strategic Partners
Tommie, as she has been known in the industry for over 30 years, is
currently serving as Vice President of Strategic Partners for the Chapter.
In this role, she is responsible for enssuring that our room is filled with
exhibitors come Symposium day. With her extensive background in the
broker/dealer world, this is not a difficult challenge, as she is in constant
contact with wholesalers.
She has been with the Long Island Chapter for over 25 years and
has served on the Board of Directors of the FPA Chapter of Long Island since 1988. During this
time she has served in many functions including President. A graduate of Adelphi University,
she received her CFP in 1984. Additionally, she is married to Joe, they have a family of four
children, Steven, his wife Melissa, Helen, Athena, Joe and two grandchildren, Gianna and Dylan
Tommie is very active in the financial community and currently is the President of The
Women’s Financial Group, which she founded in 2003. This group currently has a membership
of over 65 women, and serves as a mentoring and support group for women in the Financial
Services Industry.
Tommie is a partner with Steve Shorrock in Planning4 Longevity based in Northport.
Planning4Lonegvity is a marketing organization specializing in insurance products to secure
your future. In addition, Tommie will soon be launching her own Office of Supervisory Jurisdiction with a major broker/dealer with a trusted group of advisors.
We wish her the very Best of Luck !
Fee Advisor Group
On Monday, June 7th, the Fee Advisor Group met at the Milleridge Inn, in Jericho. The topic was ‗The Current
State of the International Markets’ including a discussion of the European debt crisis. The speaker was Brian
Holland, a portfolio manager for the Artio International Equity Fund. The speaker was followed by a 45 minute
interactive discussion about what investment products advisers are currently using and their strategies employed. Twenty advisers participated in the event.
The Fee Adviser Group‘s aim is to provide networking and interaction among advisers. It is open to all Federal or
State Registered Investment Advisers, employees of these firms, and Independent Adviser Reps licensed through
their broker-dealers RIA affiliate.
For information you can contact Andrew Rich, CFP, the chapter director for this group at 516-433-0828 or
richadv@optonline.net. An application may be obtained by going to the chapter website or contacting Janet
Cino.
- Andrew Rich, CFP
PAGE 6
THE PLANNER
The FPA Spring Insurance Education Workshop
This year‘s Spring Education workshop, held on May 4, 2010 at Carlyle on the Green
in Bethpage, featured a diverse range of educational courses geared toward traditional
Financial Planning topics rather than the usual insurance centric topics. Course
evaluations indicated an overwhelming majority of attendees liked this new approach to this year‘s Insurance Education Workshop. In addition to the educational opportunities, attendees took advantage of
the breaks during breakfast & lunch to network with their
colleagues.
Brian Hill from Nationwide
We extend our heartfelt thanks to the speakers who
volunteered their time to make this day a success. Brian Hill,
representing Nationwide, showed us ways to use life Insurance
to make Business Succession Planning more comprehensive
and effective. Chapter member John Doran, representing
Hartford, explained the ramifications of using Life Insurance
for Special Needs Planning for children. Joel Steinberg,
representing Guardian, explained how to use Disability
Insurance to protect your retirement plan contributions. Jeng
Chiu, representing Prudential, showed us effective strategies
for getting more out of annuities in client portfolios. Finally,
Steve Brundage, representing Prudential, showed how to
use alternate investments in your client‘s Variable Annuity
Portfolio.
We are looking for volunteers to help set up this program for next year. If you want to help our chapter make next
year‘s event a success, please contact Janet Cino, Anthony
Papa, or Barry Eckstein.
2nd spkr—John Doran with Barry Eckstein
- Barry Eckstein, CFP
4th spkr—Jeng Chiu from Prudential
Sandy Siff, Lorraine Lods (April Mtg( Main Sponsor
from Allianz), Joe Fleischman and Moss Kaufman.
PAGE 7
THE PLANNER
FPA Pro Bono Committee Update
The following Pro Bono volunteer opportunities are available to our FPA of Long Island chapter members
- Wednesday, August 4th, 2:30 – 4:30 p.m - We will be presenting a talk on “Developing a Spending
Plan” for the INN. This will take place at the Mary Brennan Inn, Hempstead. We will need 2 volunteers to work
with Rich Bergen to either speak (He has already done this presentation) or serve as back up for questions/
personal counseling.
- Wednesday, August 25th, 9:00-10:00 a.m. - We have been asked to do a (pre-packaged) presentation
for an IRS educational training session at their offices in Holtsville, we will need 2-4 volunteers for this, of
whom 2 would present.
- Wednesday, October 6th, 7:00 p.m - Thanks to Anthony Maneri of our committee, we have initiated a
relationship with the L.I. Chapter of the National Multiple Sclerosis Society. As such, we will be doing a presentation on debt management for some of the patients and families afflicted with MS, at the MS headquarters in
Melville. We anticipate needing 2-3 volunteers to work on this program.
For those who are interested in volunteering their time and expertise right now, I highly recommend speaking
with the Family Service League about their Debt Counseling Program. I have been involved with this group
for several months, and it provides opportunities for education as well as volunteerism. Please contact Pilar
Moya-Mancera at 631-427-3700 extension 264 for further information.
Please Contact Rich Bergen CFP®, CFP™, Director of Pro Bono Committee at RBergen2@aol.com or
(516) -741-1430 for information on these or other events.
Welcome
New Members
Christopher Congema,
Commack, NY
Ronald J. Davis
Ameriprise Financial, Stony Brook, NY
John Lundgren
CPS Elite Advisors Insurance Service,
New Hyde Park, NY
Thomas Mattenini
Garden City, NY
Jeremy A. O’Brien
Citi Smith Barney
Los Angeles, CA
Michael Rechter
Merrick, NY
Edward Reilly
Ameriprise Financial, Mitchel Field, NY
Warren. H. Rivetz
Morgan Stanley Smith Barney, Melville, NY
Michael R. Silverstein
AXA Advisors, LLC, Lake Success, NY
Francis G. Smith
Branch Financial Services, Inc., Smithtown,
NY
William J. Tassey
Ameriprise Financial Advisors, Seaford, NY
Miao Wang
New York Life, Jersey City, NJ
Huang-Chao Zhao,
Brooklyn, NY
PAGE 8
Happy Anniversary!
Congratulations to the following FPA Long Island Chapter
members who are celebrating significant
FPA anniversaries in March-August 2010
Members for 25 Years
Robert C. Ungerer, CFP®, Centereach
Members for 20 Years
William J. Vinciguerra, CFP®, Garden City
Members for 15 Years
Gary J. DeLorenzo, CFP®, MSFS
Barry C. Picker, Brooklyn
Gary W. Lofgren, CFP®, Glen Head
Louis M. Rusinowitz, JD, CFP®
Todd M. Stepniewski, CFP®, Wantagh
Members for 10 Years
JoCarole Brodsky, CPA, CFP®, South Merrick
Stephen A. Cocheo, MBA, CFP®, CSA, Mineola
Dean M. Giella, CFP®, Garden City
Susan O’Connor, Long Beach
Howard Wiseman, CFP®, Commack
Howard Zucker, CFP®, CPA, Hicksville
Members for 5 Years
William R. Collins, IV, CFP®, New York
Kenneth J. Eldi, CFP®, Baldwin
Larry Greenstein, Port Washington
E. Hale Jones, Melville
Curtis M. Luckman, CFP®, JD, CPA, Westbury
Robert G. McDedrmott, JD, CFP®, East Islip
Jeffrey J. Myers, CFP®, Selden
Jeannette Palma, CFP®, Coram
Frann Ziskiin, CFP®, CIMA®, Garden City
THE PLANNER
Here are just a few:

Virtual Learning Center - free online educational opportunities. Qualify for CFP CE credits. All VLC live events are recorded and audio is available afterward, at no charge, to all registered participants in the FPA Store.

Marketing Toolkit - Ready-to-use marketing and public relations materials for a discounted fee to members.

Online Practice Services Center - offering business ideas and practice management tips; articles, Conference audios,
Tools Practice Management Solutions - The profession‘s leading practice management magazine.
Go To www.fpanet.org for more information!
This conference of the financial planning community is a one-stop-shop that provides high-quality, unbiased
education. From technical nuts-and-bolts, to back-office compliance-focused issues, to client communication, to
investment strategies, this event offers the opportunity for professional development, regardless of career level
or career path. See the FPA National website for more information http://www.fpanet.org/Chapters/
LongIsland/MeetingsandEvents/FPANationalEVents/
Do You Feel the Desire To Give Back
To Your Community?
Well , the FPA Pro Bono Program may be
the answer for you…..
Use your skills to help people in need,
in times of need
Next Meeting: Monday, September 20th
Time:
4:00 p.m.
Place:
RB Wealth
1325 Franklin Ave., Suite 235, Garden City
The purpose of this meeting is to discuss pro bono opportunities for the program.
Please RSVP with Terri Carguillo at 516-741-1430
PAGE 9
“The Weekend Corner “
Welcome, this is a new addition to our
newsletter. We will be bringing you
some restaurant and wine reviews
from some of our members.
Long Island Suggestions
Grasso’s located at 134 Main Street in Cold
Spring Harbor. This upscale Manhattan style restaurant with great food, excellent service, and
ample parking is an impressive location to take
clients or enjoy with someone special. Additionally, they usually have music on the weekends.
Joan Ina located at 35 Gerard Street, Huntington Village, just North of Main Street. Casual
Italian dining with a Tuscan flair and a good assortment of Italian wines. Close to heart of Huntington Village and in walking distance to all the
attractions. Parking is limited, but there is a Village lot down the block, so leave time to find a
spot.
THE PLANNER
THE HOWARD BLACK MEMORIAL AWARD
FOR
ACHIEVEMENT AND EXCELLENCE IN FINANCIAL PLANNING
THE AWARD: The award was initially presented by the Board of Directors of the Long Island Chapter of the
IAFP. Following the merger of the IAFP and the ICFP, the decision was made to continue this tradition in
the memory of a notable contributor to the Long Island financial planning community. The award is administered by the Past Presidents Council of the Long Island Chapter of the FPA. The Council includes past
presidents of the former LI-IAFP Chapter, the former LI-ICFP Society, and the newly formed LI-FPA.
NOMINEE QUALIFICATIONS:
 Active membership in the Long Island Chapter of the Financial Planning Association (FPA)
 Noteworthy Service and Contribution to the Financial Planning Profession
 Noteworthy Service to the Public
 Adherence to High Ethical Standards
● Nominees are not required to be practicing financial planner professionals, and might be from other allied professions or academic disciplines with strong financial planning focus.
NOMINATION FORM
Must be Submitted by August 31, 2010
I.
Nominee‘s Name: ________________________________________________________
Address: ______________________________________________________________
City / State / ZIP: ________________________________________________________
II.
Professional Designations Held: _____________________________________________
III.
Professional Organization Membership: ________________________________________
IV.
Service and Contribution to the Financial Planning Profession: (Describe in attachment)
( ) Lecturer ( ) Teacher / Instructor ( ) Authorship ( ) Boards/Committees ( ) Other
V.
Service to the Public: ( Describe in attachment )
( ) Civic ( ) Charitable / Volunteer ( ) Other:
VI.
Has Nominee signed a Code of Ethics Pledge? Y / N
VII.
Has Nominee received any Complaints or Compliance citations? Y / N
With whom? _________________
(If yes, attach explanation)
VIII.
Three Other Financial Planning Professionals to Whom Nominee is known: (Provide Contact Information)
1. _____________________________________________________________________
2. _____________________________________________________________________
3. _____________________________________________________________________
IX.
Special Remarks (Please attach)
Date of Submission: _________________________Submitted By: _______________________________**
** Not Required / Nomination may be submitted anonymously
SUBMIT THIS FORM TO: The FPA of Long Island,
1895 Lincoln Avenue, East Meadow, NY 11554-2522; Ph: 516-542-2004 / FAX: 516-542-2005
All nominations must be submitted by August 31, 2010.
The Award will be presented at the FPA of Long Island‘s Symposium on October 29, 2010.
We hope all members will aspire to nominate a colleague of themselves for this prestigious recognition of their peers.
PAGE 10
THE PLANNER
PREPARING FOR THE
CFP® EXAM?
CALL
―THE FACULTY REVIEW‖
631-291-1161
Live on-site instruction
by Financial Planning Faculty.
Discounts given to members of the FPA-LI.
We Need YOU!
As some of you may or may not
know, we like to begin our meetings
with what we call a ‘Round-table
discussion’. This is a way to ‘break
the ice’ and bring those seated at
the same table together, as well as
generate and share ideas. We are always looking for new topic
ideas for these discussions, as well as those willing to
‘facilitate’ the conversations using pre-determined topics or
Come Join Us
Program Committee Planning Meeting
Any chapter member interested in
participating in the planning of the chapter's monthly
program meetings should come and join us.
This committee works to meet the interests of
our membership by planning monthly programs
that have a strong educational basis as well as
engaging, non-soliciting speakers.
For more information contact
Tony Papa 516-536-4436.
questions.
No experience needed!
Just a desire to get
involved !
Great for new members !!
And it is not a ‘year-long’ commitment
Contact the Chapter Office at
PAGE 11
Free Guest Pass
Do you have an associate or colleague who is
thinking about joining the FPA, but wants to
experience a chapter meeting first?
One free guest pass is available to any person who has
never attended an FPA of Long Island chapter meeting.
(All free guests passes must be coordinated
through Janet Cino, 516-542-2004).
THE PLANNER
FPA of Long Island Upcoming Meetings
Schedule of Monthly Meetings, Seminars and Events
All monthly program meetings will be held 5:30 p.m. – 8:30 p.m.
At the Crest Hollow Country Club in Woodbury, NY
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Sept. 22, 2010
Oct. 1, 2010
Oct.6, 2010
October 29, 2010
November 10th, 2010
December 15th, 2010
Monthly Program Meeting
Joint Regional Conference—Technology Trends for 2010 & Beyond
Special FPA Meeting—for CFP® Required Ethics Credits
The FPA of L.I.—11th Annual Symposium & Exhibition
Monthly Program Meeting
Monthly Program Meeting
Visit our web site at www.fpali.org
Registration forms can be downloaded for our different events
1895 Lincoln Avenue
East Meadow, NY 11554-2522
The Heart of Financial Planning:
Being the community
that brings together
those who deliver
financial planning,
those who support it
and those who
benefit from it.