I had the pleasure of visiting the monthly meeting of the FPA of Greater Rochester New York last week. As a past president of its predecessor chapter (at the time, the Upstate New York Chapter, which included not only Greater Western New York—Buffalo and Rochester—but also Syracuse and Binghamton, was among the ten largest chapters in the nation), I try to stay up-to-date on the goings-on of the group.
Of particular interest at this meeting was the speaker, my good friend Don Trone, who offered an intriguing title for his talk: "The Dishonest have Discovered that the Best Camouflage is the Cloak of a Fiduciary Standard."
Don said quite a few interesting things, several of which may find themselves in future FiduciaryNews.com stories, but I wanted to relay one idea he shared that struck me.
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Christopher Carosa
Chris Carosa has been writing a weekly article and monthly column for BenefitsPRO online and BenefitsPRO Magazine since 2011 and is a nationally recognized award-winning writer, researcher and speaker. He’s written seven books, including From Cradle to Retire: The Child IRA; Hey! What’s My Number? – How to Increase the Odds You Will Retire in Comfort; A Pizza The Action: Everything I Ever Learned About Business I Learned By Working in a Pizza Stand at the Erie County Fair; and the widely acclaimed 401(k) Fiduciary Solutions. Carosa is also Chief Contributing Editor of the authoritative trade journal FiduciaryNews.com and publisher of the Mendon-Honeoye Falls-Lima Sentinel, a weekly community newspaper he founded in 1989. Currently serving as President of the National Society of Newspaper Columnists and with more than 1,000 articles published in various publications, he appears regularly in the national media. A “parallel” entrepreneur, he actively runs a handful of businesses, including a small boutique investment adviser, providing hands-on experience for his writing. A trained astrophysicist, he also holds an MBA and has been designated a Certified Trust and Financial Advisor. Share your thoughts and story ideas with him through Facebook (https://www.facebook.com/christophercarosa/)and Twitter (https://twitter.com/ChrisCarosa).
