Committees and Goals

Leadership has become more dynamic as the board has evolved. The addition of new blood on the board is always positive and that has happened over these past two years. The current leaders are actively participating in the programs national offers to assist us in improving what is done for members. This has resulted in more for members, a fundamental goal of our work. We urge you to participate more, in any way you think will help - we have projects as small as thirty minutes a month. Give back to the profession! Get Involved!

Career Development - Mentoring
Board Member: Richard J. Drew, CFP®, 203-454-3377, ddrew@haydenfinancial.com

The Mentoring Program is intended to benefit both new and existing members. This is a structured program in which the Protégé and Mentor develop well-defined and mutually acknowledged objectives, and each party has clearly defined roles and expectations. Details on the Mentoring Program can be found within the Career Development section on this website. Contact Director Dick Drew if you would like to assist with the leadership of this program.

Membership Co-Directors
Board Member Peg Casey, CFP®, 914-637-9221
Board Member Anthony Leopizzi, CFP®, CLU, ChFC, CIMA, 914-835-3600, anthony.j.leopizzi@ampf.com

Vision: To actively and effectively communicate the benefits of membership to the Greater Hudson Valley financial community, in order to maintain our current members and increase the number of new members in the chapter

Goals and Activities:
• Increase the size of the Membership Committee to six members
• Conduct outreach efforts to all existing members
• To increase our membership totals to 300 by August 31, 2007
• Encourage participation of our members in various committees and special events
• Initiate an annual event for new members

Membership - Directory:
Committee Member Julie Doetsch, CFP®, 914-478-3496, julie.doetsch@verizon.net

Membership - Newsletter:
Committee Members: Julie Doetsch, CFP®, 914-478-3496, julie.doetsch@verizon.net
Strategies & Initiatives:
• In development stages

Partnership
Board Member: Richard J. Drew, CFP®, 203-454-3377, ddrew@haydenfinancial.com

Pro Bono:
Board Member Ann Herrero, CFP®, 203-977-7221, ann.herrero@morganstanley.com

Programs Co-Directors:
Board Member Marie DeCaprio, CFP®/CFA, 914-923-5880, mcdadvisor@yahoo.com
Board Member Tom Gorman, CFP®, 845-615-8614, thomas_gorman@ml.com

Vision:
To provide to members high quality, educational opportunities that are relevant, interesting, timely and that provide continuing education credits approved by the CFP Board of Standards

Goals and Activities:

• Choose dates for meetings
• Choose topics that are interesting and timely
• Seeks speakers that are experts on the subject, as well as excellent presenters
• Contact speakers: secure course outline for submission to CFP Board and speaker bios for use in publicizing event
• Confirm with speaker: secure meeting times, give directions to speaker and secure lodging if applicable
• Solicit feedback from meeting attendees on quality of program and relevance of topic via use of evaluation form
• Solicit feedback from members on topics they would like to hear

Programs - Continuing Legal CE: Kirsten A Stoppel, Esq., CFP®, 845-225-2397
Strategies & Initiatives:
The Financial Planning Association of the Greater Hudson Valley strives to provide informative and educational programs to professionals in the community, including attorneys who concentrate in estate planning, elder law and tax planning. The Chapter holds several membership meetings each year that emphasize the significant role of financial planning in the estate, tax and elder law planning processes. For those attorneys who qualify, a hardship policy is in place to help defray the cost of attending a meeting. Contact Director Kirsten A. Stoppel with any questions regarding continuing legal education. We also welcome speakers willing to address our membership on legal topics associated with the financial planning process.

Public Relations Co-Directors:
Board Member: Richard J. Drew, CFP®, 203-454-3377, ddrew@haydenfinancial.com
Board Member: Ken Stein, CFP®, 914-671-0717, kenstein2@aol.com

Vision:
To promote greater public understanding of the financial planning process within our community, and greater public awareness of the CFP designation as the preferred trusted advisor

Goals and Activities:

• Investigage and evaluate opportunities to engage with the community at different levels
  • Identify areas of public interest in financial planning
  • Determine areas of greatest need for information and education
• Identify motivated educational institutions to engage FPA involvement
  • Develop FPA (or joint) agenda programs for public presentations
• Solicit participation of FPA GHV members to activate PR and community programs

Website
Board Member: Richard J. Drew, CFP®, 203-454-3377, ddrew@haydenfinancial.com