To:  FPA-NY Members and Friends
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Issue Highlights The proposed slate of Officers and Board of Directors for 2009 has been compiled by the Nominating Committee and the results are on page 3.   You are encouraged to review the list and attend FPANY’s annual meeting, Tuesday, October 7th to meet the candidates and vote to accept or reject the committee’s recommendations. Additional names may be placed in nomination according to the procedures outlined on page 3.   FPANY president, James Tissot, elucidates the work of national’s Chapter Leadership Resource Council (RC) and what that means to FPANY. See his remarks on The President’s Page on 4.                     On our Education pages in this issue, learn about retirement withdrawal rates on 5, art as a financial product on 7, Social Security’s new home page on 8 and a Women’s Bureau and its Wi$eUp Initiative on 9.   In Practice Management David Leo and Bob Veres offer interesting practice challenges on pages 10-14.

Membership   We are happy to welcome 40 new members to our chapter. Scan their names on page 18. You may come across someone you know who you can take under your wing and explain how to get the most benefits out of membership.      FPA National Read about FPA vs FINRA on page 15 and FPA’s new web site on page 16. Take advantage of a chance of a free registration to FPA Boston by logging onto the site.    Board Directory   See page 2 for a list of our 2008 board directors and their contact information. The board members serve at your pleasure and are accessible, as you need them. Don’t hesitate to contact the directors. And to volunteer for a committee, choose your interest and make the connection.    CELEBRATE OUR MEMBERS Page 17 showcases members who are celebrating FPA-NY anniversaries. Of particular interest are our 30 year-member, Douglas Hyer and our two 25-year members, Jeffrey Franklin and Rose Marie Goodnough. Congratulations to all three as we celebrate their important anniversaries.

Upcoming Meetings:
Visit the website for more details: www.fpany.org.

A Special Thanks to FPA-NY Gold Sponsor, Trust Company of America for hosting our September 17th Education meeting.