Our mission is to promote and enhance the financial planning profession with integrity to its members, clients, and the community through quality education, public awareness, networking and mentoring.

Our next chapter meeting is Tuesday, June 9, 2015.

PA Pension Funding Issue & Other Tax Implications 

with Glenn Grell, 

Executive Director, Public School Employees' Retirement System

  • History & Structure of PA's Defined Benefit Pension Plans
  • Causes of the Pension Funding Issue
  • Legislative Options Currently Under Consideration

Interest Rate Outlook:  "The Old Normal"

Financial Aid Update 

with Jerry Paul


Investors have completed a historically unprecedented period for interest rates.  What's next?  
Understand the case for an extended period of relatively low interest rates and be equipped to discuss this outlook with peers and clients.

Financial Aid Update 

with Kendra Feigart and Greg Gerhart


  • The FAFSA, including recent changes
  • Overview of the Expected Family Contribution (EFC).
  • Review of various college savings/investment options and how they are treated on the FAFSA.
  • Review of changes and pertinent points related to both the federal and private loan processes.
  • Special circumstance situations, including the standard circumstances on which a school might make a special adjustment and what to expect in terms of how a school might process these requests.
  • Myths to watch out for in the financial aid process.
  • Overview of non-loan forms of financial aid that might appear in a student's aid package.

Breakfast buffet and network time, beginning at 7:45 am.

FPA applied for 3 CFP®, 3 PA Insurance and 3 CPA Continuing Education credits



 Registration is now open!





Questions for FPA of Central Pennsylvania Chapter?

Contact us: Melissa Simpson, Association Manager

(717)317.9117 or fpacentralpa@gmail.com




Things to Know:

Upcoming events

09 Jun 2015 8:00 AM • Holiday Inn East
15 Sep 2015 8:00 AM • Holiday Inn East
08 Dec 2015 8:00 AM • Holiday Inn East

FPA Pennsylvania Advocacy Day Tues. 6/2:



Advocacy Day Conference Call:
Please join my meeting, May 29, 2015 at 2:00 PM CDT.
https://global.gotomeeting.com/join/619041421

2.  Use your microphone and speakers (VoIP) - a headset is recommended. Or, call in using your telephone.

Dial +1 (872) 240-3412
Access Code: 619-041-421
Audio PIN: Shown after joining the meeting

Meeting ID: 619-041-421
 

Please join us for our first FPA Pennsylvania Advocacy Day in Harrisburg on Tuesday, June 2nd. This event is a collaboration of the Pennsylvania FPA Chapters of the Central Pennsylvania, Pittsburgh and Philadelphia Tri-State. We need you to help us defeat a proposed sales tax on financial services that is included in the Governor’s 2015-16 budget.  The proposed sales tax program would more than likely require planners to charge, collect, remit and maintain records of the taxes causing an additional burden on their practice.   As members of FPA, this issue is of vital importance to our practices and our clients. We will introduce ourselves as members of the FPA and talk about our value as a resource to legislators.

 

We will provide you with travel details (if staying overnight), training, talking points, and all materials. FPA Advocacy Director Karen Nystrom will attend and provide both a training webinar two weeks before the advocacy day and a breakfast training the morning of our day. Whatever level of your experience we will prepare you to advocate for your profession and show you how that translates into positive PR once your return home.

 

Please say you will help your profession move forward on June 2nd

 Please RSVP to Dave Welber daveinyork@yahoo.com by April 21st.   Please contact your state reps, and coordinate those calls with me to prevent duplications.

 

Best,  Dave Welber, CFP, Government Relations


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