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 UPCOMING
EVENTS
Tuesday, May 21, 2013
ETHICS and INSURANCE CE Day
8:00 am - 3:30 pm
Registration for this event is closed.
UPCOMING
EVENTS
Tuesday, May 21, 2013
ETHICS and INSURANCE CE Day
8:00 am - 3:30 pm
Registration for this event is closed.
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Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina. Here you will find pioneers of the financial planning industry as well as those who have recently entered the field. We purpose to provide the financial planning professional with access to the very best networking and educational opportunities. Our meetings allow members to connect with colleagues, to learn from some of the best in our industry, and to become part of an organization dedicated to the advancement of the financial planning profession. Join us and learn from the experiences of senior planners, stay informed with current issues, and catch the enthusiasm of new CFP certificants. Contact us today!
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2013 Board of Directors
The Board Members are as follows: Bottom row, L to R: David Perkins, Peter Hodes, Jennifer Sperry, Lynn Davidson. Top row, L to R: Brandon Davis, Sandra Carlson, Kris Carroll and Peter Miller.
Missing are: Jolly Chien, Yvette Mills, and Cindy Reninger
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Peter Hodes from the American Red Cross with
Jolly Chien, our Chapter President
Mr. Hodes spoke on "Basic Tax Savings for the Philanthropically Inclined"
at the March 2013 luncheon. Peter Hodes, CFP, Senior Gift Planning Officer,
has been with the American Red Cross since 2000.
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FPA Luncheon Attendees Enjoy Lunch Buffet
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Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina. Here you will find pioneers of the financial planning industry as well as those who have recently entered the field. We purpose to provide the financial planning professional with access to the very best networking and educational opportunities. Our meetings allow members to connect with colleagues, to learn from some of the best in our industry, and to become part of an organization dedicated to the advancement of the financial planning profession. Join us and learn from the experiences of senior planners, stay informed with current issues, and catch the enthusiasm of new CFP certificants. Contact us today!
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|
|
2013 Board of Directors
The Board Members are as follows: Bottom row, L to R: David Perkins, Peter Hodes, Jennifer Sperry, Lynn Davidson. Top row, L to R: Brandon Davis, Sandra Carlson, Kris Carroll and Peter Miller.
Missing are: Jolly Chien, Yvette Mills, and Cindy Reninger
|
|
Peter Hodes from the American Red Cross with
Jolly Chien, our Chapter President
Mr. Hodes spoke on "Basic Tax Savings for the Philanthropically Inclined"
at the March 2013 luncheon. Peter Hodes, CFP, Senior Gift Planning Officer,
has been with the American Red Cross since 2000.
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FPA Luncheon Attendees Enjoy Lunch Buffet
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