Department of Economics and Finance Hosts Financial Planning Association of Maryland Meetings

 

 09/25/03  Hosted by SU's Perdue School of Business, the MD FPA sponsored its first study session on the Eastern Shore.

                Mike Curley, the Executive Director of the FPA of MD, sat in on the session as an observer and he introduced

                Frank Robinson.  Frank, a financial planning professional from the Salisbury area, served as the session's master

                of ceremonies.  Eleven students from this fall's Retirement Planning class plus Dean Willie Moore and Tylor Claggett

                of the Perdue School participated in the two-part session.  The first part consisted of career building tips and a

                discussion of methods a young person might consider when trying to get started in the FP industry.  Then Frank

                Robinson introduced a case study for the second half of the session.  The case focused on the proper asset allocation

                for the financial assets owned by a real-world, middle-aged, divorced woman.  The associated dialogue was both

                enlightening and informative.  Mike Curley closed the meeting, but not before he thanked all for their participation

                and he encouraged the students to join the National FPA as student members.  Future plans call for a follow-up

                meeting (in either late October or early March) to build on the accomplishments of this inaugural meeting.

                There are approximately 20 members of the MD FPA living and working on the Eastern Shore.  Concerted efforts

                will be made to invite all of these professionals to take part in the next SU hosted meeting of the MD FPA.

 

04/29/04  Hosted the MD FPA meeting of Eastern Shore members and other practitioners.  Approximately 9 practitioners

                and 14 students attended not including the speaker, George Collis, and Dr. Claggett, the host.  Practitioners received

               CE credit for both insurance licensing and financial planning designation.  The topic was home mortgages and

                how they can be used to further personal financial objectives.

 

10/21/04  Hosted joint MD FPA/SU meeting at 7:30 AM.  The speaker was David Vorhis, J.D. and his topic was “Asset

                Protection Planning:  Don’t Leave Home Without It.”  There were 18 practitioners, 14 students, the speaker and

                Mike Curley of the MD FPA present.  In addition, Drs. Moore, Manakyan and Khazeh of the Perdue School of

                Business attended.

        

   04/27/05  Hosted joint MD FPA/SU meeting at 7:30 AM.  The speaker was Harry Olson,  Ph.D. and his topic was “Keeping

                   the Family’s Dream Alive.”  There were 12 practitioners, 18 students, the speaker and Mike Curley of the MD FPA

                   present.  In addition, Dr. Moore, Dean of the Perdue School of Business attended.

 

  10/11/05  Hosted the third annual fall meeting of the MD FPA, jointly conducted with support from the PSB and the Dept. of

                  Economics and Finance.  Our count showed 28 students and 16 practitioners attended the meeting which featured a

                  panel discussion entitled, “How Does a Newcomer Get Started in the Financial Planning Industry?” Dean Moore and

                  Dr. Herman Manakyan were also in attendance.

 

     04/21/06  Hosted the third annual spring meeting of the FPA of MD, jointly conducted with support from the PSB and the Dept.

                     of Economics and Finance.  Our count showed 15 students, 12 practitioners and 5 distinguished panel members

                     attended the meeting.  The program featured a panel discussion entitled, “Current Trends in Health Care Planning” 

                     Dean Moore and Dr. Herman Manakyan were not able to attend, but Mike Curley, ChFC, CEO of the FPA of MD

                     was in attendance and he brought news of association activities to the group.

    10/19/06.  The fourth annual fall meeting of the FPA of MD, was jointly conducted with support from the PSB and the Dept. of

                     Economics and Finance. Our count showed 12 students, 17 practitioners including the 5 distinguished panel members

                     attended the meeting.The program featured a panel discussion titled "The Terminally Ill Client:  What Next for the

                     Financial Planner?" Dean Moore and Mike Curley, ChFC, CEO of FPA of MD were in attendance and brought news

                     of the PSB and FPA of MD to the group.

 

    4/27/07    The PSB co-hosted the fourth annual fall meeting of the FPA of MD with the Financial Planning Association of MD.

                    Support for the meeting came from the PSB and the Dept. of Economics and Finance. Our count showed 8 students,

                   12 practitioners including the 4 distinguished panel members attended the meeting. The program featured a panel

                   discussion entitled, “Financial Planning for Young People” Dean Moore and Mike Curley, ChFC, CEO of the FPA

                   of MD were in attendance and both brought news of the PSB and the FPA of MD to the group.

 

    11/29/07  The The fifth annual fall meeting of the Financial Planning Association (FPA) of MD was held on the afternoon

                   of November 29th in the Worcester Room of the Commons Student Center.  This meeting is jointly hosted

                   every semester by the PSB/Dept. of Economics and Finance and the FPA of MD.  Twenty-one SU students

                   were about the meet and network with approximately 25 financial planning practitioners and others from the

                   local area.  Before the meeting, Dr. Claggett introduced Cynthia Malament, P.A., a practicing attorney on the

                   Eastern Shore.  She will be teaching the FINA 446 (Retirement Planning) in the 2008 spring semester. The program

                   featured two distinguished guest speakers.  The first, Mr. Roger Hyneman, Supervisor of Salisbury’s Social Security

                   Administration office made an outstanding Power Point presentation covering the history, current status and other

                   topics pertaining to Social Security.  The second speaker was Ms. Carol Humphery, SHIP Coordinator at MAC, Inc

                  of Salisbury.  She is very knowledgeable with respect to Medicare and its various programs. Finally, Mr. Mike Curley,

                  ChFC, CEO of the FPA of MD was in attendance and he brought news of the FPA of MD to the group

 

 

 

Return to Department Home