Maryland FPA News

UPCOMING EVENT

FPA of MD Goes to Annapolis 2011
February 24, 2011
Click HERE for details


Chapter Awards Fall Merit Scholarship at Fall Super Symposium

Scholarship winner, Cindy Straka (third from right) is pictured with (from left) scholarship finalist Wes Battle, Kim Magaha, CFP®, Education Outreach Committee Chair, George Jankiewicz, CFP®, CPA, Chad Foster, CFP®, and Adam Freeland. Magaha, Foster, and Freeland are Education Outreach Committee members.


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.)

Why Putting Off Exit Planning Is Not Good Financial Planning
Jay Schuman, CFP®

Personal Insurance Risk Analyzer
Chubb Personal Insurance

ARCHIVES OF ARTICLES


WELCOME to NEW MEMBERS for DECEMBER 2010
Brian Kuhn

Retirement Planning Services

8530 Veterans Hwy-2nd Fl

Millersville MD  21108

(410) 451-9500

bkuhn@rps123.com

Jay P Schuman

Horan Capital Management

2800 Quarry Lake Dr-Ste 220

Baltimore MD  21209

(410) 616-8705

jay.schuman@horancm.com

THANKS to RENEWING MEMBERS for DECEMBER 2010
William B. Bissett, CFP®

Frederick E. Casper, Jr.

George W. Cox, CPA

William J. Cronin, CFP®

John C. Donohue, III, CFP®

Pamela Gilmour, CFP®, CPA, CLU, ChFC

John R. Hill, CFP®

Patrick J. Horan, CFP®, ChFC

Jerome O. Jacobs, CFP®, CPA/PFS

I. Richard Junk, CFP®, CLU

Michael E. Kitces, MSFS, CFP®, CLU,ChFC

Debra C. Kriebel, MBA, CFP®

Tim Maurer, CFP®

Dwight A. Mikulis, CFP®

Susan M. Mitcheltree, CFP®

William A. Morgan, III, CFP®, ChFC

David R. Peloquin, CFP®

Mary R. Quist-Newins, MBA, CFP®, CLU, ChFC

David A. Rosenthal, CFP®

Frank G. Savarese, CPA, CFP®

Kenneth R. Solow, CFP®, CLU, ChFC

Jeffrey K. Troll, CFP®, CPA, CFA

Bentley Weinstein

Mark T. Youngs, CFP®, CIMA®, CWPA®