Professional Documents
Culture Documents
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.
Sincerely,
Joseph Fleischman
NAME: ___________________________
_____ Lectern
____ ¾” VCR
_____ Other
Please specify: ___________________
____________________________________
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: ____________________________________________________________