WWBA March 2023 Newsletter - M
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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