News and 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
Check out page 2 to see how our chapter is helping out local teachers!
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...
L. Carl Outlaw- 20 Years!
November
Ron Heath- Towne Bank Mortgage
Rick McClure- Bank of America
October
Irene Jasper
Annapurna Krovi
Gabriel Neill
James Nowak
Mark D. Weaver
Adam Whitesell, CRPC®
Janet Ramsey 5 years
John Hunt 5 years
Jason Wheeler 5 years
Martin Hardy ...
Diane McIntee 5 years
Michael C. Smith 5 years
William Dix ...
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...
September New Members
Kevin Cecil
Christian D. Keedy, Jr., CFP®
Michael Klatt
Joseph G. Moore
Blake Stansell
Peggy Taylor
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...
National Save for Retirement Week Promotes Lifelong Security
Urgent Message from Your Future: Save Today for Tomorrow
When it comes to saving for retirement, there is never a better time than...



