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Newsletters>
May Newsletter
I write this letter still on a high from our first FPA golf tournament. It was a great success with 68 golfers. This is the first time our organization has come together for a social event to raise money for our chapter and our outreach efforts! Thank you to all our sponsors and members who helped make it possible. Check out the photos on our website.
It looked to my uneducated golfing eye that we had a tie for first place, but after some golf calculating the team from Conwell & Associates came in first with the Welch Group right behind them in second place. And just to show the tournament wasn’t rigged- the Kassouf/Carney team came in dead last.
This month will be our last meeting before our two month summer break (meetings resume in August). November 5th will be our annual symposium which is already in the works and promises to be a great day of CE and networking. I look forward to seeing you at our meeting this month!
Michelle G. Carney, CFP®
Fixed Income Markets
Bob Smith will describe recent and current conditions in corporate bond market including spreads over treasury securities, yields by sector and credit rating, and supply-demand conditions. Recent price anomalies and market inefficiencies will also be analyzed.
Bob Smith is Senior Vice President at Sterne Agee and is responsible for Fixed Income Securities. Bob writes a weekly commentary on credit markets and is an active market participant in several corporate bond issues. Bob began his career in Chicago with McMaster Hutchinson & Co. and later joined Morgan, Olmstead, Kennedy & Gardner Inc. In 1992 he founded Sepulveda and Smith Securities, a Los Angeles firm that grew to over $6 billion annual volume of treasury, agency, MBS, CMO, corporate and global taxable fixed income products. The firm also provided analysis of emerging market provincial and sovereign debt. Bob is a graduate of Monmouth College. A highly regarded expert in corporate debt securities, Mr. Smith will share with us his opinion on the challenges and opportunities that the current economic conditions present.
Meeting time Thursday,
May 21, 2009
11:30 AM- 1:00 PM
Vestavia Country Club
1hour CE applied for
$20 members
$25 non-members
RSVP by May 14
to Pat at
fpa_na@bellsouth.net
Pay online at www.fpana.org !
Alabama PACT Update
On April 15th State Senators Roger Bedford and Jimmy Holley introduced a bill in the Senate for consideration by the Senate Finance and Taxation-General Fund Committee, which Bedford chairs. The committee passed the bill, which would turn the program over to the State Teachers Retirement System and use state funds to make sure the 48,000 people in the PACT program will have their tuition payments backed by state funds. Under the plan, the governor would be required to request an annual appropriation from the state Legislature to ensure the soundness of the program. And two- and four-year colleges and universities that accept PACT students would have to accept payment for tuition and fees set at the 2009 spring term rate, through 2012. To see the most recent copy of the bill, AMENDED SB581, go to: http://www.savealabamapact.com/data/files/Legislative%20Proposals/SB581%20NEW%20Amended%204-16-09-111399-4.pdf
Diana Simpson, MBA, CFP®
FPA BENEFIT: VIRTUAL LEARNING CENTER
Take part in 1- to 2-hour live audio and Web-based presentations
Ask questions of expert speakers for 10 to 15 minutes at the end
Qualify for CE credit (often free) and have it reported automatically for you by FPA
Find popular learning modules in the Class Archives
Upcoming Live Events:
May 6, 2009 (2–3 p.m. EDT)
Alternative Investments in Retirement Plans
Early-bird price - $35 FPA members, $45 nonmember.
After May 6 - $45 FPA members, $55 nonmembers
May 8, 2009 (2–3 p.m. EDT)
Uncertain Times Series: Business Transitions in Uncertain Times
Free FPA members, $55 nonmembers
May 13, 2009 (2–3 p.m. EDT)
Five Things You Need to Know to Sell Your Practice Today
Early-bird price - $25 FPA members, $35 nonmember.
After May 13 - $35 FPA members, $45 nonmembers
May 22, 2009 (2–3 p.m. EDT)
Uncertain Times Series: May Peer-to-Peer
Free FPA members, $55 nonmembers
**VLC dates, topics, and presenters are subject to change without notice
ANNOUNCEMENTS
Congratulations to the following FPANA members for their long term membership;
Derrell Crimm 10 years
DeLynn Zell 15 years
Jackie Tucker 15 years
New this month: Pay online for chapter meetings!!
Go to our website www.fpana.org or click here: http://www.fpana.org/Payment.html
FPANA CHAPTER MEMBER-GET-A-MEMBER CAMPAIGN
As a part of our ongoing goal of increasing membership and awareness to our FPA Chapter we are offering our current members a referral incentive! Each time you refer a new member to the FPA and he/she joins, your name will be included in a drawing to win free attendance to our annual Symposium in November. For further information, please ask Kimberly Reynolds
kimberly@welchgroup.com or Maleah Dunham maleah.dunham@lfg.com
about this great opportunity.
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