Maryland FPA News
We heard you, and, we listened!
Based on attendee feedback following the FPA of MD 2009 Super Symposium, the chapter is pleased to announce a webinar series addressing selected Estate Planning topics. Presented by attorneys from the Estate Planning group at Offit Kurman, the three-session series (the first session was held on February 18th) is intended to provide in-depth information on topics of narrow focus. The presenter’s analysis of the law, the issues, the strategies, and case studies showing application of the principles will enable you to provide an enhanced level of service to, and gain an increase in perceived value in the eyes of, your clients. Ample time will be allotted for Q & A, and each session will be eligible for one hour of CFP CE credit.
Mark your calendars for the following remaining sessions:
March 18
12-1 PM
TRUSTS
Maurice Offit, Esq
REGISTER
April 15
12-1 PM
ESTATE ADMINISTRATION
Diane Kotkin, Esq
REGISTER
Save these 2010 dates:
April 21, 2010
Networking Social
Mustang Alley's
click HERE for the details
May 13, 2010
CE Seminar
Super Symposium (all day)
Columbia MD
click HERE for more info
FPA of MD CALLS FOR STUDENT MEMBER SCHOLARSHIP APPLICATIONS
The chapter is calling for applications from eligible student members for the first of its merit-based scholarship awards to be made in 2010. The deadline for the application period is April 16, 2010, and the winner of the $1,000 award will be named in May 2010. Download Eligibility Qualifications and a Scholarship Application.
Membership Committee
Education Outreach Group
QUICK HITS...
- The Foundation for Financial Planning (FFP) helps people take control of their financial lives by connecting the financial planning community with people in need. FFP achieves this by supporting pro bono advice and outreach activities. FFP is supporting non-profit organizations that are utilizing financial planners to help people in need take financial control by donating their time to help adult Americans in financial quandaries. To learn more you can point your web browser to http://www.foundation-finplan.org...
- Financial Planning Association® and FedEx are working together to bring you special FedEx discounts. Save up to 21% on select FedEx® shipping services and up to 15% on select FedEx Office services - no enrollment fees or minimum shipping quotas apply, and current FedEx customers can also take advantage of this offer. Sign up now-it's free. To create a new FedEx account or enroll your existing account in the discount program, you must call 1.800.475.6708. When you enroll, provide code: XY4A82EXB...
- You can elect to pay for your FPA of MD charges using FPA EZpay. FPA EZpay will allow Chapter members to RSVP via e-mail for Chapter events-no more checks or faxes. Here's how it works. You provide the FPA of MD with your credit card information, once per year, and authorize the Chapter to debit the card for any charges you incur during the year, on an as-due basis . Then, when you wish to pay for a purchase, simply select the FPA EZpay option. In order to take advantage of FPA EZpay, simply DOWNLOAD and complete the form, and fax it to 443-381-0078, or mail it to FPA of MD, Inc. /PO Box 799/Reisterstown MD 21136. You can cancel the arrangement at any time.
CURRENT ARTICLES
(Kindly click on the title to download the article in Adobe PDF format. If you don't have the Adobe Reader, click HERE to download it FREE.)
Personal Insurance Risk Analyzer
Chubb Personal Insurance
WELCOME to NEW MEMBER for JANUARY 2010
Luke J Becker
Woodsboro Bank Investments
5 N Main St
Woodsboro MD 21798
(301) 898-4000
lbecker@infinexgroup.com
THANKS to RENEWING MEMBERS for JANUARY 2010
Steven M. Berger
Karen L. Brelsford, CFP®
Timothy W. Chase, CFP®
Frederick A. Crow, III, CFP®
Abrael I. Fox, CFP®
Nancy Groff, CFP®
Kim Hinton
Kenneth D. Hornstein, JD, CFP®
Trevor C. Lewis, CFP®
J. Paul Phelan, Jr.
David A. Rosenthal, CFP®
Paul E. Terry, Jr.
Angela M. Treff, CFP®, CPA
Lee W. Warner, CFP®
FINANCIAL FACT
According to Money magazine (www.cnnmoney.com), the average U. S. taxpayer can expect a refund this year of about $2,700.
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Maryland FPA News is published for the benefit of the members, friends, and supporters of the FPA Maryland Chapter (FPA of MD, Inc.); PO Box 799; Reisterstown, MD 21136. The Editor is Mike Curley (voice: 410-833-9200; fax: 443-381-0078; e-mail: director@fpamd.org). Original articles are welcome. |