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Chapter News and Events

Gold Level Chapter 2001, 2002, 2003, 2006, 2007, 2008
Silver Level Chapter 2004, 2005

October 2010

Quick Links
News & Events
Membership Benefits
Career Development
Partnership Opportunities
Community Outreach Opportunities
THANK YOU
TO OUR
CURRENT PARTNERS!!!


Gold Partners:
Contact:  Patrick McMahon
Contact:  Greg French
Contact:  Frank Byrd
Contact:  Scott Coleman
Contact:  Wayne LaPlante
 
Silver Partners:
Contact:  Nan Edgerton
Contact:  Traci Simons
2010
Officers and Directors
President
Robert G. Ponton, CFP®
President Elect
Jake Jacklich, CFP®
Treasurer
Ginny Brown, JD, CFP®
Secretary
Mary Mondelli
Past President
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

Government Relations
Scott Matheson, CFP®

 

 

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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October 6, 2010 - Quick Click RSVP

Monthly Networking Breakfast

Topic - "Growing a Business 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)

October 22, 2010 - CLICK HERE for a registration form

Thirteenth Annual Continuing Education Symposium
Norfolk Airport Hilton
CLICK HERE for additional information

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

November 10, 2010 - Quick Click RSVP

Monthly Networking Breakfast

Topic - "Alternative Investments"

Speaker - Brian Church

PLEASE NOTE NEW LOCATION
Location - Crowne Plaza Hotel
4453 Bonney Road
Virginia Beach, VA

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

December 8, 2010 - Quick Click RSVP

JOINT MEETING WITH SOCIETY OF FINANCIAL SERVICE PROFESSIONALS

Topic - "State of the State"

Speaker - Delegate Chris Stolle, MD

PLEASE NOTE SPECIAL LOCATION
Location - Holiday Inn Executive Center
5520 Greenwich Road
Virginia Beach, VA

October 2010

So, formerly empty “big box” stores are now open with “Halloween Costumes” for sale. Golly, time moves on. As an aside, I've been told on a number of occasions that I don't need to buy any wrinkly or scary masks to wear anymore. Ouch!

Three important items for your consideration this month:

     1. Vote.

     2. Symposium

     3. If you…

          First. Vote.

One way for you to engage is to vote your preferences. You should have received an email containing your ballot to vote for your 2011 Financial Planning Association Board. Please complete and submit your ballot selection to Helen Preti, our Executive Director. If you have not received a ballot or perhaps lost it, Helen's contact data is:

Address:  FPA Hampton Roads, PO Box 852, Virginia Beach, VA 23451-0852.
Phone: 757.277.6150
Fax: 866.360.6845
Email: admin@fpahamptonroads.com

          Second; Symposium.

Your Board and especially your Symposium Chair, Gayle Blachura, CFP® and President Elect, Jake Jacklich, CFP®, have assembled a quality cast for our 13thh Annual Symposium at the Norfolk Airport Hilton. Currently 72 members of our chapter have registered to attend. Please recall there are two dates to keep in mind with this extravaganza:

Thursday, October 21st at the Norfolk Airport Hilton from 5:00 to 6:00 is our “Meet the Speaker” event with heavy hors d'oeuvres. It is an excellent opportunity for you to rub elbows with some of this year's symposium presenters.

Friday, October 22nd at the Norfolk Airport Hilton is our 13thh Annual Symposium. Check in opens at 7:30 a.m. As many of you know, it is a day of professional quality and value. Realizing your time is very valuable, we have packed the schedule, so it will be imperative that we start and finish on time for each of the events.

As you can imagine, event administrative work load makes volunteers essential. If you'd like to engage and offer a hand, please contact Gayle at (757) 965.6050Jake at (757) 374.6979or me at 757.468.7711.

     Third. If you…

I gotta tell ya, if you happened to miss either of our two added September events, you lost out on an opportunity to engage professionally in a big way:

     - September 14th during our “Lunch and Learn” event, Earl Johnson of the Social Security Administration, gave an excellent presentation on Social Security changes, which counted for 1 hour of CFP® CE.

     - September 21st during our “Meet and Greet”, a panel composed of Linda Wheeler, Certified Senior Advisor; Andrew Hook, Esq. CFP®, Mary Levy, Director of the Center for Aging, Christine Farfel, Certified Geriatric Care Manager and Donna Briggs, SPHR composed the “Senior Issues Panel”, which counted for 2 hours of CFP® CE and VA Insurance CE.

Please refer to your website, http://www.fpahamptonroads.com/news.htm for future events crammed with professional value.

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

CLICK HERE for a registration form
Registration Cost: $250

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