Paula Nangle Chapter President

So much going on...and so much more to come.....

While you were hopefully enjoying some well-deserved vacation time, we have been busy behind the scenes working on migrating to a new website, establishing a fresh newsletter format and meeting registration systems.

Some other changes that we have initiated this year are the Regional Study Groups, Happy Hours and NexGen events.  We are actively seeking ways to get more of our members and partners engaged.  Watch for announcements about regional events in your area.

I look forward to seeing many of you at the at the upcoming Fall Retreat, September 16th, to be held at Normandy Farm Hotel and Conference Center in Blue Bell.  It will be followed by an afternoon of optional activities including golf, tennis or lessons to hone your golf or tennis skills at Blue Bell Country Club.

FPA is committed to provide you with the resources you need to grow and thrive professionally. At the chapter level we offer lots of opportunities to help you through every stage of your career journey. We encourage you to get involved, meet new people, share ideas, learn new skills and give back. To help you decide *how*, we have included a brief description of the various committees and who to contact.

Career Development: Be a mentor; reach out to students; encourage new financial planning professionals; provide new skills for experienced practitioners.  Read more....  

Peter Gutekunst Education Chair

Thank you for joining us at the Spring Symposium and making it another successful event! We heard from some great speakers and ended with an inspiring message from Barbara Shaiman, author of Living Your Legacy Now. A special thanks to our Platinum sponsor Wiggin and Dana LLP, who delivered a fun and informative Jeopardy game show style presentation on a topic that isn't always included in a sentence including the word 'fun'. 

We had another great event at The Barnes on June 25th with a presentation from Michael Kitces and our Gold Sponsor, Walton International Group. A cocktail Reception followed and there was also plenty of time to tour the gallery. Click here to view photos of the event. 

Mark your calendars and hold the date of September 16 for the Fall Retreat to be held at a new location, Normandy Farm Hotel & Conference Center and Golf at Blue Bell Country Club. Our keynote speaker will be Matt Oechsli of the Oechsli Institute who is well known for his 'Becoming a Rainmaker' series. Special thanks to Gold Sponsor Schroders who will be presenting on Investing in Global Equities along with the return of 'Ethics Man', Joel Weiner.  Click here to read all about it and to register. 

We'll end the year on November 12th in King of Prussia with our last quarterly meeting thanks to Gold Sponsor ACE Private Risk Services.

Hope to see you there.

Pete Gutekunst

Education Chair

267-513-1820

peter.gutekunst@raymondjames.com 

We have had a number chapter members quoted in local and national publications recently as content experts in their particular field.

Our next step is to reach out to our local media and develop those same connections and use the members of our chapter as expert resources on financial planning topics.  We feel this is a great way to promote our chapter and the financial planning profession as a whole.

If you would like to be involved in the media response team, a writer or a source for an article, please let me know and I walk you through the next steps.

Steve Krzywicki
Marketing/Media Relations Director
610-943-3117  

Dave Hoyer Pro Bono Chair

This spring has been an exciting time for our Pro Bono Group as we now have two relationships with new community partners, also commonly referred to as community based organizations (CBOs). They are the VA (Veterans Administration) center in Coatesville and Women Against Abuse in Philadelphia.

On April 29th Erik Evans, Eric Daugherty and I presented a workshop on Debt Management to a group of 35 veterans who live at the Coatesville VA Center. Our two Erik(c)s did role playing exercises and I presented the workshop. The reception was good from many in attendance and future workshops at the Center are planned. This is our first attempt to serve our veterans who have sacrificed so much and we will look for other opportunities to do so. From contact with vets we are learning that many of them are struggling with physical, emotional and financial problems that make reentry into their communities and regular civilian life difficult. I will be seeking volunteers to present future workshops and for one-on-one counseling to this group as future events are planned.  Read more....  

Dave Hoyer

Pro Bono Director

215-499-8772 (cell & office)  

    Richard J. Isackson                                                         Christine M. Messmer 

20 Years                                                                             10 Years 

     Carolyn M. Denest                                                          Peter A. Rohr                                                   

15 Years                                                                              5 Years                                                      

     Kenny B. Bauer                                                               David M. Langan                                                 5 Years

     David F. Berdow                                                          JULY 

     Bryan G. Evoy                                                              10 Years 

                                                                                                Jonathan T. Viscounte 

AUGUST                                                   

30 Years                                                                              

     James R. Potoka                                                             

20 Years

     Sharon Binstock

     Mary Nothelfer

15 Years

     Jeffrey A. Weiand

10 Years

     Marjorie Tatar Mantas

5 Years

     Craig B. Carpenter  

     Alvin A. Clay 

     Cynthia D. Diccianni

     Michael Donahue

     Samuel S. Stroud

     James H. White