Membership Information
Member Announcements
visit: www.americasaves.org
www.trusteducationfoundation.com
February 29, 2012
9:30 am - 2:30 pm
North Carolina Museum of Art
2110 Blue Ridge Road - Raleigh, NC Registration Link...
Jay Barish, CFP®, JD, MBA- Symmetry Financial
Jerry Ernst- Eagle Strategies, LLC, New York Life
Victor Navarroll- Carolina Wealth Partners
Alan B. Segal 5 years
Tracey L. McInnis 10 years
R. Floyd Green 20 years
Welcome to our New Memebers!
T. Rob Cannon
James F. Chetwood, III, CFP®
Michael G. Curran, CFP®
Joseph K. Miller, CFP®
Vincent Moss
Mike Scott
Erik Volland
Cheryl C. White, CFP...
Pro Bono Opportunities
Check out page 2 to see how our chapter is helping out local teachers!
Dear Colleague:
We need your help for a national hotline initiative!
FPA has teamed up with Investor Protection Trust, Investor Protection Institute, Kiplinger’s Personal Finance magazine, National...
JOIN the FPA of the TRIANGLE
at the UNC-TV WINTER FEST FUND RAISER
SUNDAY, DECEMBER 4th
2:00 PM to 7:00 PM
Join the FPA as we volunteer for the UNC-TV WINTER FEST. UNC-TV is watched by...
The NC State Treasure's Office and the FPA of Charlotte and the FPA of the Triangle are working together on a state-wide pro bono project.
All FPA members are invited to join this test pilot...
Pro Bono outreach opportunity with the Boys and Girls Club in Raleigh on May 18th from 6:00 p.m. – 9:00 p.m. The Boys and Girls Clubs of America are a grant recipient and are doing outreach to...
Are you interested in joining the Financial Planning Association? Click here to fill out an online application.
Please make sure to put Triangle FPA in the Local FPA Chapter box.
