The Financial Planning Association (FPA) has
announced the winners of its Heart of Financial Planning Distinguished
Service Awards-a new award that recognizes planners who do
"extraordinary" work for the public and financial planning community.
The winners include:
George Kinder, for authoring "The Seven Stages of
Money Maturity," which the FPA says "has influenced hundreds of
financial planners to embrace and join the life planning movement."
Ross Levin, who the FPA said demonstrated
"tireless energy" in helping to build the financial planning
profession. The FPA cited his regular contributions to the Journal of
Financial Planning.
Gary A. Morris, who the FPA called the "consummate
local leader" and cited his work in providing pro bono work for
evacuees of Hurricanes Katrina and Rita.
Nancy Schwartzmiller, who was cited for her work
in promoting financial literacy through the Georgia Consortium for
Personal Financial Literacy.
Bonnie Stanley, who has been executive
director of the FPA of Minnesota for 10 years. "Stanley has inspired
each chapter board to strive for excellence in every facet of chapter
performance," the FPA said.
Bob Veres, who the FPA credited with creating
forums for the sharing of ideas in the financial planning profession.
Blankinship & Foster, whose founders Jack
Blankinship and Charles Foster "have been a driving force for building
the fee-only financial planning movement nationwide," the FPA said.
FPA of New York Pro Bono Committee, which, after
September 11, 2001, was one of the first FPA chapters to create a
formalized pro bono program in their community.
Scott Fithian, who died September 4 and was
recognized posthumously for his work as a speaker, trainer and author.