Chapter News and Events

 

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September 2010

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News & Events

Membership Benefits

Career Development

Partnership Opportunities

Community Outreach Opportunities

 

THANK YOU

TO OUR

CURRENT PARTNERS!!!

 

Gold Partners

Contact:  Patrick McMahon

Contact:  Steve Simons

 

Contact:  Frank Byrd

 

Contact:  Scott Coleman

 

Contact:  Wayne LaPlante

 

 Silver Partners:

Contact:   Nan Edgerton

Contact:  Traci Simons

 

 

 

2010

Officers & Directors

 

President

Robert G. Ponton, CFP®

 

President Elect

Jake Jacklich, CFP®

 

Treasurer

Ginny Brown, JD,CFP®

 

Secretary

Mary E. Mondelli

 

Past President and Government Affairs

W. Scott Davis

 

Business Relations

Charlene Hoffacker

 

Career Development

Kevin Zywna, CFP®

 

Community Outreach

Lori Irwin, CFP®

 

Education & Programs

Tom Cantwell

 

Executive Director

Helen V. Preti

 

Membership

Don Meredith

 

Public Relations

Nan Edgerton

 

Director-at-Large

Todd J. Preti, JD

 

 

 

Update Info

Please send any changes in contact information to:

Helen Preti

FPA of Hampton Roads

P. O. Box 852

Virginia Beach, VA 23451-0852

Phone (757) 277-6150

Fax (866) 360-6845

admin@fpahamptonroads.com

 

2010 Website "CHOOSE AN ADVISOR" Advertising Opportunity

Members may advertise in the "Choose an Advisor" section of our website.  The cost for a listing is only $25.00 per category per calendar year.   For additional information or to advertise, CLICK HERE.

Upcoming Meetings

CLICK HERE TO VIEW OUR COMPLETE MEETING SCHEDULE 

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PLEASE TAKE THE TIME TO RSVP TO OUR NEXT EVENT IF YOU PLAN TO ATTEND.

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September 8,  2010 - Quick Click RSVP

 

Monthly Networking Breakfast

 

Topic- "Business Exit Strategy Planning"

The most dangerous period a business faces is that of succession, when ownership and leadership passes from one person to another. Mr. Garber will address the process and goals of a business exit strategy, including owner and stakeholder’s needs, successor identification, and tax liabilities.               

Speaker- Leon Garber/Gaither, Garber & Associates

 

Location-Cypress Point Country Club- 7:30 AM - 9:00 AM

5340 Club Head Road, Virginia Beach, VA

 

One hour CFP® CE credit  to be applied for (FPAHR members only)

 

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September 14,  2010 - Quick Click RSVP

 

"Lunch and Learn"

 

Topic- "Social Security Update"

 

Speaker- Earl Johnson, Social Security Administration

Location-Ameriprise Office

249 Central Park Avenue, Suite 300

Town Center, Virginia Beach, VA 23462

11:30 a.m.-1:00 p.m.

Box Lunch provided

Registration is capacity controlled to 30.  Priority for registration given to FPA members

who invite a prospective new FPA HR member

 

One hour CFP® CE credit  to be applied for (FPAHR members only)

 

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September 21,  2010 - Quick Click RSVP

 

Quarterly CE Meeting

 

Topic- "Senior Issues Panel"

 

Speaker- Panel Moderated by Linda Wheeler

Location-Ameriprise Office

249 Central Park Avenue, Suite 300

Town Center, Virginia Beach, VA 23462

Time:  3:00 p.m.- 5:00 p.m.

Registration is capacity controlled to 30.  Priority for registration given to FPA members

who invite a prospective new FPA HR member

 

One hour CFP® CE credit  to be applied for (FPAHR members only)

 

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October 6,  2010 - Quick Click RSVP

 

Monthly Networking Breakfast

 

Topic- "Work for Dad; Growing a Company from Scratch"

 

Speaker- Tracy Cabiroy

Location-Cypress Point Country Club- 7:30 AM - 9:00 AM

5340 Club Head Road, Virginia Beach, VA

 

One hour CFP® CE credit  to be applied for (FPAHR members only)

 

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October 22, 2010-   Quick Click RSVP

 

Thirteenth Annual Continuing Education Symposium

Six Hours of CE CFP® and VA Insurance Credit to be applied for.

Two hour of the six will be "Ethics ", presented by Mark Flaherty, CFP®

One hour of Laws & Regulations, One hour of Estate Planning, One hour of Retirement Planning

 

 

 

 

September 2010

 

So college is back in session and local school buses are hittin’ the road again. Fall can’t be far behind.

 

That being said, I would offer three items this month for your consideration:

            1. 2011 Board Slate

            2. Ooops

            3. Friday, October 22nd

 

First. It’s getting to be that time of year again for you, our members, to cast your vote for or against the slate of proposed officers for your Chapter’s 2011 Board. The candidates are:

DIRECTOR/OFFICER       

                        President                                                       Jake Jacklich, CFP®

            Secretary                                                       Mary Mondelli          

                        Treasurer                                                       Ginny Brown, JD CFP®                

                        President-Elect                                             T.J. Prieur                

            DIRECTOR/COMMITTEE

                        Symposium                                                  Gayle Blachura, CFP®

                        Government Relations                                Scott Matheson, CFP®

                        Education                                                     Tom Wood                

                        Membership                                                 Don Meredith                       

                        Business Relations                                     Charlene Hoffacker            

                        Public Relations                                           Nan Edgerton                      

                        Director-At-Large                                        Todd Preti, JD                      

                        Community Outreach                                   Lori Irwin, CFP®                 

                        Career Development                                   Kevin Zywna, CFP®                      

I know ya’ll realize the large amount of work and time these dedicated folks donate so that your Chapter is able to offer unmatched professional value to you, our members. Please make your vote count and thank them for being engaged when you see them.

 

Second. Ooops, my bad. Our next “Lunch and Learn” event is really scheduled for Tuesday, September 14th from 11:30 am to 1:00 pm. The location is at the offices of Don Meredith, our Membership Director, located at 249 Central Park Ave., Ste 300, Virginia Beach, VA. Don has arranged not only for attendee box lunches, but also for a most informative presentation by Earl Johnson of the Social Security Administration. Seating is limited so RSVP early. Priority will be given to our members bringing “soon-to-be-members”. You will not be disappointed.

 

Third. Friday, October 22nd. Our 13th Annual Symposium at the Norfolk Airport Hilton now has 72 registered attendees. As many of you know, it is a day of professional quality and value. Also, please keep the evening prior open for our second annual “Greet the Speaker” event, also at the Hilton. We are requesting six hours of CFP® and VA Insurance credit with two hours of these credits devoted to Ethics.  Our tentative and partial list of speakers and topics are:

            Daniel Gasink, JD -10 Things CFP Practitioners Need to Know About Irrevocable Life Insurance Trusts for 2011

            Scott Hodge, President of the Tax Foundation - Federal Tax Policy Changes and Their Impact on Personal  Financial Planning

            Mark Flaherty, CFP®, Virginia Asset Management - Ethics

            Phil Cubeta, American College - Charitable Planning

            Michael Jones, CFA, Riverfront Investment Group - Economic Update

 

If you have not registered, please consider doing so. If you have registered, thank you and please remind the other folks in your office of this valuable event.

 

Engage or be told people! Take good care.

 

Bob Ponton, CFP®

Your Chapter President

 

 

 

 SAVE THE DATE:

 

OCTOBER 22, 2010

13TH ANNUAL FPA HAMPTON ROADS SYMPOSIUM

NORFOLK AIRPORT HILTON HOTEL

 

Registration form Quick Click RSVP

Registration Cost:  $250

 

 

 

 

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Financial Planning Association of Hampton Roads

Cancellation and Refund Policy:  To qualify for a refund, written cancellation must be received at the above address on or before October 1, 2010.  No refunds will be given for cancellation requests received after October 1, 2010.  Telephone cancellations cannot be accepted.

 

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