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Northeast Florida Chapter
Our Mission:
To advance the Professionalism of credentialed members in diverse
disciplines so that they may better serve their clients’ financial needs.
Our Vision:
To become the pre-eminent organization for a diverse, inclusive community of credentialed
professionals in financial services committed to working together to help the public
achieve their financial goals.
Congratulations Todd Middleton winner of the
Member get a Member Contest for 2009-2010.
Grand Champion: Todd L. Middleton, LUTCF, ChFC, CFP of the
Northeast Florida Chapter is our Grand Champion recruiting 10 new
members during the MGAM Contest. Todd will receive a free FSP Forum
and Professional Leadership Symposium registration including three
nights onsite hotel lodging, airfare voucher of up to $500,
PLUS complimentary national dues for the 2010-11 membership year.
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R. Clifford Berg, Jr., CLU,ChFC,AEP
President, Society of FSP 2009-2010
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Congratulations Northeast Florida for obtaining the The 2009-2010 Excellence in Chapter Achievement Award and the Gold Medal of Honor Award.
The Excellence in Chapter Achievement (ECA) program promotes well-deserved recognition to Chapters for their efforts in planning, leadership, membership, professional development, public recognition and other programs. The overall focus is membership development, and Chapters are recognized for the work they do on behalf of their members.
Click here for a link to the Web page to view the list of all the ECA winners and the final order of finish in all flights.
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Annual Meeting June 15, 2010 highlights
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2010-2011 Officers and Board Members:
Mark Wilkinson, Michelle Wordell, Mike Wood, Todd Middleton, Paul Broome, Mike Rogero, Judi Setzer & Larry Smith. |
Michelle Wordell thanks Paul Broome, II for his outstanding service this past year as President. |
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Michelle Wordell & Shannon Richardson
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Paul officially turns the gavel over to incoming President Michelle Wordell.
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Mike Wood, Mike Rogero & Todd Middleton-Member Benefits Overview
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Todd Middleton, Mark Kraus & Larry Smith
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Social Time with Friends
Mike Wood & Maureen Kirschhofer
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David Laing
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Ken Baker & Michelle Wordell
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Mike Halloran & Judi Setzer
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Mike Rogero welcoming new members John Ghegan & Bruce Ogier
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Thank you to our sponsors!
Society of Financial Service Professionals:
Solutions for a Secure Future
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Interested in becoming a Sponsor on our Website?
Please contact
Cherri Coombs-Ohmer at (904) 378-9600,
Email: sfsp@bellsouth.net
As a Sponsor, your organization will be
listed on our homepage along with a link to your website!!
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New Member Benefit
The Society is very pleased to announce an important new member benefit. Through the Society's Member Discount Program, we are now able to offer special pricing to FSP members for E&O (Errors & Omissions) insurance.
Here's a link to the information on the Web for FSP members and to their FAQ page.
Questions regarding this program, please call the Society at 800-927-2427.
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2009-2010 Board of Directors
President
Paul A. Broome, II
President Elect
Michelle Wordell
Secretary/Treasurer
Mark Wilkinson
Immediate Past President
Larry Smith
Directors:
Michael Rogero
Todd Middleton
Judi Setzer, JD
National Liaison:
Michael Wood
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Recruit One New Member—and You re a Winner!
Click here for more details!
Congratulations Northeast Florida Chapter of FSP
for obtaining the Gold Medal of Honor for 2009-2010.
Chapter obtaining this level of |
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