NY Bankers Unveil New Media Resource Guide

Financial Planning Professionals: Leaders in their Field. A Resource to Learn About Important Financial Planning Issues

NEW YORK, NY (10/29/2007)(readMedia)-- Michael P. Smith, President and CEO of the New York Bankers Association, and Melinda Sartori, NYBA Trust Marketing Committee chair and Executive Vice President of Chemung Canal Trust Company (Elmira), today unveiled a new resource guide entitled, “Financial Planning Professionals: Leaders In Their Field,” for members of the media.

The guide is intended to be a resource for members of the media who need background information and/or on-the-record analysis of issues such as trusts and estates, financial planning, retirement planning, wealth management, tax planning, and elder law.

“As baby boomers continue to seek ways to fund their children’s education and plan for retirement, the issues of tax and retirement planning and establishing trusts and estates loom ever larger on the minds of millions of New Yorkers,” Smith said. “More New Yorkers than ever before are actively engaged in investing, financial planning and issues surrounding their financial well being. And that’s a good thing.

“We hope that this new guide will be a useful resource for reporters, editors and producers who cover these crucial and often complex issues for their readers, viewers and listeners. The New York Bankers Association stands ready to help educate the public about these issues and the media who cover and report on these issues to the public,” Smith said.

“The individuals listed in the resource guide are leaders in their field from every corner of New York State,” Sartori said. “They are available to talk to members of the media on the record or for background and can provide the analysis and expertise journalists seek when presenting stories on estate, tax or financial planning, trusts or other important financial issues.

“Trust executives across the state are leaders on these issues because they are helping their customers and clients everyday on these issues. And the target audience for stories about trusts and other financial issues is virtually everyone: baby boomers reaching retirement age; workers building wealth through 401(k) plans; adults taking care of their aging parents or looking to save for their children’s’ education,” Sartori said.

A copy of the resource guide can be found online at the New York Bankers Association website, or by clicking on http://www.nyba.com/press/TrustMediaKitOctober%2007.pdf.