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The FPA of Long Island

1895 Lincoln Avenue


East Meadow, NY 11554-2522
TEL.: (516) 542-2004
Fax.: (516) 542-2005
E-Mail: fpali@optonline.net

February 12, 2008

Timothy P. O'Brien
Director of Private Client Services
Cook, Hall & Hyde, Inc.
461 Pantigo Road, East Hampton, NY 11937

Dear Tim:

On behalf of the Financial Planning Association of Long Island, I want to thank you for
accepting our invitation to speak on the subject of "The Changing Nature of Personal
Risk: Needs Assessment for Personal Risk Management" at our March 2008 program
meeting.

The program will be held at the Crest Hollow Country Club in Woodbury, New York on
Wednesday, March 19th, 2008. Your presentation will be from 6:30 PM to 8:30 PM, but
we invite you to join us for dinner at 5:30 PM. Typically we draw upwards of 85 - 120
members to an event such as this. I have enclosed directions for your convenience.

Please return the enclosed forms (a biographical sketch for your introduction, and a
request for audio visual aids) to me via fax by February 20th . My fax number is
631-792-1122. If you need copies of handouts made, please fax them to me as well.

If you have questions or need additional information, please contact me at


631-845-5100 (x391). Again, thank you for your participation. We realize that preparing
a seminar session takes time, thought, and planning and we appreciate your efforts. We
look forward to a lively and interesting session.

Sincerely,

Joseph Fleischman

Joseph Fleischman, CFP


VP Education
Financial Planning Association of Long Island
AUDIO VISUAL REQUEST

NAME: ___________________________

Please set up the following equipment for my presentation:

_____ Lectern

_____ Overhead projector and screen

_____ 35 mm slide carousel and screen

_____ 16 mm film projector and screen

_____ Monitor and VCR


Check one:
____ ½” VCR

____ ¾” VCR

_____ Easel, flip chart and markers

_____ Other
Please specify: ___________________

_____ I will bring my own equipment. I need the following hookups:

____________________________________
BIOGRAPHICAL SKETCH

Information to be used to introduce you. If you wish, you may submit a resume or your
own bio instead of this form.

Name: ______________________________________________________________

Company/Affiliation: __________________________________________________

Position: ____________________________________________________________

Previous Positions: ____________________________________________________


____________________________________________________________________

Education Background: ________________________________________________


____________________________________________________________________

Professional Activities and Publications: ___________________________________


____________________________________________________________________
____________________________________________________________________
____________________________________________________________________

Other Pertinent Information: _____________________________________________


____________________________________________________________________
____________________________________________________________________

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