COMMITTEE CORNER
Do you want to join a Chapter committee?...Do you need more info about a committee? Kindly use the following links

Membership Committee
Chair: Mike Curley (Acting)
FPA of MD
phone: 410-833-9200
director@fpamd.org
The committee meets by teleconference at 4:00 PM on the third Monday of each month. To join the call, dial 1-877-643-6951, toll-free. At the prompt, enter the participant passcode, 46859569, and press the # key. You will then be prompted to state your name and press the # key. For a list of meeting dates click here.

Membership Retention Sub-committee

Chair: Mary Dunlap, CFP®, MBA

Mary Dunlap Business & Financial Systems Consulting
phone: 877-563-0540

marydunlapconsulting@verizon.net

Education Outreach Sub-committee

Chair: George Jankiewicz, CFP®, CPA

United Planners

phone: 410-494-1818

gsjankiewicz@unitedplanners.com

Program Committee

Chair: Mike Curley (Acting)
FPA of MD
phone: 410-833-9200
director@fpamd.org

The mission of the Program Committee is to provide quality programs for the members of the FPA of Maryland. CFP continuing education credits are of highest priority, but we also strive to include MIA credit where possible. The committee meets by teleconference at 3:30 PM on the Wednesday following the date of the previous chapter CE seminar. To join the call, dial 1-877-643-6951, toll-free. At the prompt, enter the participant passcode, 49361102, and press the # key. You will then be prompted to state your name and press the # key. For a list of meeting dates click here.

Partners Committee

Chair: Lori Silverthorne

Schwab Institutional
301-657-5661
lori.silverthorne@schwab.com

The Partners Committee of the FPA of Maryland has two primary missions. The first is the organization-focused mission to provide strong partnerships with vendors and sponsors to facilitate education in terms of practice development and product knowledge. The second is the partner-focused mission to create a value-added opportunity for vendors and sponsors to have favorable access to Certified Financial Planner Practitioners® and other financial service professionals for the purposes of business development. The committee meets by teleconference at 9:00 AM on the Wednesday following the date of the previous chapter CE seminar. To join the call, dial 1-877-643-6951, toll-free. At the prompt, enter the participant passcode, 83547794, and press the # key. You will then be prompted to state your name and press the # key. For a list of meeting dates, click here.

Public Relations Committee
Chair: Patrick J. Monaghan, IV
Berman McAleer, Inc.
410-560-9960
pmonaghan@bermanmcaleer.com

Government Relations Committee
Chair: William B. Bissett, CFP®
Pinnacle Advisory Group, Inc.
phone: 410-995-6630
wbissett@pinnacleadvisory.com

The mission of the Chapter Government Relations Committee is to monitor legislative activity at the state and federal level that touches the financial planner and the financial planning profession; to report to the Chapter membership on such legislation; and to mobilize the Chapter membership, when necessary, to respond to such legislation.

In 2008, the Committee plans to devote its time and energy to three projects:

• Formulate plans for Financial Planning Day at the Maryland General Assembly:  Work with us as we attempt to duplicate the success of other FPA chapters with a session in Annapolis to meet and greet Maryland General Assembly members.

• Support the Financial Planning Association Political Action Committee (FPA-PAC):  Join our efforts to raise contributions for the FPA-PAC.  The FPA-PAC will serve a vital, non-partisan role for the financial planning community in years to come.  It is important for our profession to have strong allies in Congress to make sure legislation benefits our clients and our profession.

• Publish the “Hot Topics” Monthly Newsletter:  Help us track important legislation as it moves through Congress and the Maryland General Assembly.  The Government Relations Committee of Maryland released its first edition of the Hot Topics Monthly Newsletter in February 2006.  The Newsletter serves to keep FPA members informed of Federal and State Legislative actions that affect our profession.

QUICK HITS...

LTC insurance licensed? Chapter member Jeffrey V. (Jeff) Merwin, CLU, RHU (410-484-2544/jeff@groupltcservices.com) reminds you that in Maryland you must get 8 hours of “Partnership” training by September 10, 2008. Live seminars are scheduled June 11 through September 4, 2008. For more information click here. If you prefer web based training, try www.kruise.com. 

FPA of MD Financial Planning Week activity at Junior Achievement MORE

WELCOME TO FPA EZpay

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

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Home Equity Lines of Credit Alert

George Collis, CFP®, CDFA™