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The Boston Globe's Money Matters Personal Finance Conference - Saturday,
March 23, 2002 Advertise in the Globe for a reduced rate…The
Financial Planning Association™ of Massachusetts (FPA of MA)
ran two full-page ads last year in the official guide to The Boston
Globe's Money Matters Personal Finance Conference. The ad carried
a consumer-oriented educational message regarding the financial
planning process and listed more than 100 FPA of MA members.
The Boston Globe's
third Money Matters personal-finance conference and expo will be
held at The World Trade Center on Saturday, March 23, 2002.
This year, the guide will be distributed within The Boston Sunday
Globe on Sunday, March 10, 2002. The FPA of MA has again
partnered with The Boston Globe to offer its members an exceptional
marketing opportunity at an outstanding price.
The 2000 Money
Matters conference drew thousands of attendees and the guide reached
more than 2 million readers. This year's event and section are sure
to be even more successful. Keynote speakers this year include Mario
"Super Mario" Gabelli of the Gabelli Funds and David Brancaccio,
host of National Public Radio's "Marketplace".
The Globe has
worked with the FPA of MA to come up with a very affordable program
exclusively for our members. The program includes a four-line listing
in the FPA ad, a free registration to the conference and the opportunity
to purchase additional registrations at a discount. In addition,
the FPA of MA will receive a booth at the Money Matters conference
and a link to the FPA web site from the Money Matters web site.
This marketing opportunity will enable the organization as a whole
to promote itself and for individual members to promote their own
businesses.
Because we've
negotiated on behalf of the entire membership and are expecting
strong participation, we are able to offer this package to FPA members
for just $185 per member (net). It would be impossible for any individual
FPA members to advertise in The Globe at such a low rate, not to
mention the added benefit of FPA presence at the event, the Web
component and the free admission to the Money Matters event.
A sample of
last year's ad along with some Money Matters materials and an application
will be mailed to you. We hope you'll join your fellow members in
taking advantage of this exciting opportunity. Please review the
enclosed material, fill out the attached advertising agreement and
send your $185 payment directly to The Boston Globe to take part.
If you have any questions, please feel free to contact the FPA of
MA at 781-899-3530, or contact Tim Oliver at The Boston Globe, 617-929-7571.
The Globe must
receive your ad and payment by Wednesday, February 13, 2002
in order for you to take part.
This
weekend - The Money Conference for Women
Saturday, March 23, 2002 - As you know, State Treasurer Shannon
O'Brien has been hosting The Money Conference for Women in partnership
with the YWCAs in Massachusetts. Modeled on a similar event that
drew more than 1,600 women to our first program in Boston, we made
a commitment to bring The Money Conference for Women to communities
across Massachusetts. To date, over 4,500 women have attended this
program in six regions of the state!
We are pleased
to partner with the YMCAs of Boston and Malden to bring The Money
Conference for Women back to Boston where it all began. On Saturday,
March 23, 2002, over 1,500 women will gather at the Sheraton Boston
to get on the path to a more secure financial future.
For more information
visit www.moneyconferenceforwomen.com
1/18/02
- Massachusetts 9/11 Fund -Volunteers Needed A few days
ago the FPA of MA was contacted by the Massachusetts
9/11 Fund (1-866-FUND 911). The reason for the call was that
our help is needed to respond to those affected by this tragedy.
Click here
for the form to list yourself as a volunteer.
Over 100 victims
and their families from Massachusetts were affected by these tragic
events are still severely impacted by September 11th. In order to
assist these victims and their loved ones the Massachusetts 9/11
Fund has been formed specifically for victims from the Commonwealth.
At a press conference
on Wednesday, January 16th, the Stop & Shop Companies announced
a contribution of $500,000 to jump-start this program.
The Fund has
contacted us to volunteer our services as financial planners to
those affected. The Fund has asked volunteers to meet certain requirements
and render services on pro-bono basis. Our help is needed -- we
have been asked to assist the Victims and their loved ones in giving
direction to them in solving financial planning issues that they
never dreamed they would face. As with any engagement some could
require one or two meetings to identify issues and determine a recommended
course of action. Others may take a period of time to gather information
and implement solutions. The commitment of time will vary and because
of certain expertise more than one volunteer may be needed in a
given situation.
Other groups
such as ourselves are also participating. These include the Boston
and Massachusetts Bar Associations, and the Massachusetts Society
of CPAs. There are also several government agencies. As a volunteer
you will be asked to attend a special half day program to in order
to familiarize yourself with specific needs and benefits available
to the Victims.
The Fund has
asked that volunteers will have achieved certain designations and
maintain adequate errors and omissions coverage and applicable insurance.
Volunteers are required to be one of the following: CFP, ChFC, CPA,
or CLU.
Volunteers will
be asked to complete a form giving their contact information and
a Bio if available and asked to attend the education session referred
to
above. The Fund will approve all volunteers. Once approved you would
be included in a list that will be distributed to the victims and
their families. The Victims and their families will then make contact.
The commitment
as a volunteer would be for the lesser of the time needed to complete
the project, 60 hours or twelve months.
Many of our
members have inquired about giving aid to the Victims. This is a
very special opportunity and a very immediate need. Once contacted
your Board responded to the Fund pledging our support . Our help
is desperately needed and we asking for a strong and quick response
to this cause as many families have now realized the complexity
of issues and decisions they now need to resolve.
Much has been
said regarding other funds and the process and requirements involved
to apply for assistance. The Massachusetts 9/11 Fund is different.
All funds raised will go directly to victims and their families.
Administrative and other costs will be contributed or raised through
others. Another goal of the Fund is to distribute all funds raised
through January 23rd to the victims and their families within 60
days.
The Massachusetts
9/11 Fund, their Officers and their Board have worked tirelessly
to qualify their organization as a 501(c)(3) Charity and coordinate
extremely difficult tasks in a very short period of time. Now they
have asked us to join them in this effort.
Click
here for the form to list yourself as a volunteer or contact
the office at 781-899-3530 or admin@fpama.org
for additional information.
We thank you
for your anticipated support.
On behalf of
your Board of
Directors,
Richard Finger man, CFP®
President
Arthur V. Ford CFP®, CPA/PFS
Chairman
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