10.03.2023 Views

WWBA March 2023 Newsletter - M

  • No tags were found...

You also want an ePaper? Increase the reach of your titles

YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.

○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○<br />

Chapter News and Announcements<br />

Announcements & Notes on Members<br />

❑ “ Prolific author and <strong>WWBA</strong> Archive & Historian Chair, Susan L.<br />

Pollet<br />

ollet, has published a collection of poems in <strong>2023</strong>, entitled “Susiku,<br />

And More.” Susan has been writing poems daily for the last three<br />

years, and her poems have appeared in various publications, but this<br />

is her first book of poetry. Its title is a play on words between haiku<br />

and her first name. The first part, “SEEKING CONNECTION, HOW-<br />

EVER TENUOUS,” contains poems which examine struggles within<br />

relationships and in communications between people, as well as poems<br />

which explore internal dialogues. The second part, “REDEMPTION AND RE-<br />

NEWAL, ON OCCASION,” probes universal questions about existence, history, survival,<br />

violence, beauty, love and more. Looking forward to a warm coffee and inspiration<br />

in Susan’s poetry on a spring day.<br />

Please visit SusanPollet.com for more information. “Susiku, And More” is available<br />

on Amazon.com; Barnesandnoble.com; and other online and local retailers.<br />

❑ The Women in Professional Development group meets on the first Friday of each<br />

month, at 1:00pm, at the 445 Café in White Plains. Its goal is to provide <strong>WWBA</strong><br />

members with informal support to effectively deal with the inevitability of change in our<br />

lives and careers. The group aims to provide peer-to-peer networking and conversation,<br />

and to leverage the experience and expertise of fellow <strong>WWBA</strong> members. The next<br />

meeting is scheduled for April 1, <strong>2023</strong>, with a new discussion topic to be circulated<br />

closer to then. Please contact Sakeena B. Naqvi at sakeenan26@gmail.com, or Juliet<br />

Gobler, at juliet@goblerlaw.com, with any questions or to join the email list. ◗<br />

Proposed Slate of Officers and Directors<br />

for the <strong>2023</strong>-2024 Membership Year<br />

<br />

PROPOSED OFFICERS: President-Elect - Sherry A. Bishko;<br />

Vice Presidents - Julie P. Passman, Jill Oziemblewski, Deborah Farber-Kaiser;<br />

Treasurer - Christine Paska; Corresponding Secretary - Jennifer L. Gray;<br />

Recording Secretary - Megan Lundin<br />

ELECTED DIRECTORS<br />

ORS: Elizabeth Barnhard; Robin D. Carton; Shari R. Gordon;<br />

Ann M. McNulty; Sakeena Naqvi<br />

STATE TE DIRECTORS<br />

ORS: Elizabeth Cumming; Tracy Forrest; Andrea B. Friedman;<br />

Jacqueline Hattar; Elizabeth Z. Marcus; Susan Mills Richmond;<br />

Hon. Lisa Margaret Smith; Wendy Marie Weathers<br />

Fiduciary Best Practices and New Regulations<br />

from page 5<br />

title financial “advisor” or a DBA containing the words “advisor” or “adviser.”<br />

~ Broker-dealers and RIAs are required to deliver a two-page Relationship Summary<br />

(Form CRS) to new and existing advisory and brokerage customers. Dual registrants<br />

are able to deliver a four-page Relationship Summary (Form CRS) to new and<br />

existing advisory and brokerage customers.<br />

❑ Conflict of interest: Firms are required to identify, mitigate, and eliminate conflicts<br />

of interest where reasonably possible and fully disclose them where they cannot be either<br />

mitigated or eliminated.<br />

❑ Compliance: Firms must establish, maintain, and enforce written policies and procedures<br />

to achieve compliance with Reg BI. ◗<br />

Joe Soricelli, AIFA, CMP (joseph.soricelli@lpl.com) has been an advisor and planner since 1985,<br />

providing education and solutions from professional experience and empathy to individuals and<br />

families for 38 years. Securities offered through LPL Financial, member FINRA/SIPC. Investment<br />

advice offered through Private Advisor Group, a registered investment advisor and separate entity<br />

from LPL Financial.<br />

Become a New<br />

Member Today<br />

RENEW YOUR<br />

<strong>WWBA</strong> MEMBERSHIP TODAY<br />

FOR THE PERIOD<br />

JUNE 1, 2022 TO MAY 31, <strong>2023</strong>.<br />

RENEW NOW! DON’T WAIT!<br />

<strong>WWBA</strong> Membership includes<br />

membership to the Women’s Bar<br />

Association of the State of New York<br />

(WBASNY).<br />

January 31, <strong>2023</strong> is the closing date in<br />

order to count the <strong>WWBA</strong> members<br />

towards our certification to WBASNY and<br />

assure our number of delegates.<br />

Renewing before this date will allow our<br />

Westchester Chapter (<strong>WWBA</strong>) to continue<br />

to be a strong presence in our statewide<br />

organization (WBASNY) while you will<br />

enjoy its many benefits, events,<br />

newsletter and CLE programming.<br />

Hélène Côté, Sherry A. Bishko,<br />

Elisabeth Campos<br />

It is easy to renew by going to the<br />

<strong>WWBA</strong> Website at www.<strong>WWBA</strong>NY.org.<br />

You can use a credit card or<br />

PayPal to make payment.<br />

Page 8<br />

Westchester Women’s Bar Association News

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!