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FPA National Capital Area Newsletter Page 1 August 2014
President’s Message Brian Jones, CFP®
Continued on page three
A Pinnacle Award Level Chapter Recipient of FPA National’s Highest
Level Award for 13 Consecutive Years!
Volume 15, No. 8, August, 2014 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Helen Modly, CFP®, CPWA® President’s Message
Now that we have passed the half-year mark, I can officially refer to myself as the outgoing President! Ken Robinson,
our President-elect has already begun planning for his year as our 2015 President.
Many of you will be heading to the beaches, mountains, lakes and rivers for your annual vacations this month. While
FPA doesn’t have any membership meetings in August, we will be busy on several fronts.
Most importantly, we will be transitioning over to our updated website very soon and we are very interested in your
comments and suggestions. As any of you who have had to develop a website know, this has been a huge project for
the chapter, and especially for Peggy.
There are many great programs on the schedule for the fall and I hope to see you at one or more of them. As always,
please feel free to email me with any comments or suggestions.
Warmest regards,
Helen Modly
2014 President, FPA of the National Capital Area
FPA National Capital Area Newsletter Page 2 August 2014
2014 FPA NCA EVENT SCHEDULE
Details on our activities will be published on our new web site at www.fpanca.org – Coming Soon!
August – No Events
Thursday, September 11, 2014 – NexGen Day of Community Service, 3PM – 7PM
Thursday, September 18, 2014 – Ethics Course, Maggiano’s, McLean, VA, 9AM – 11AM
Thursday, September 18, 2014 – Member Luncheon Program, Maggiano’s, McLean, VA, 11:30 – 2PM
Friday, September 19, 2014 – Member Breakfast, Washington, DC, 8AM – 10AM
Thursday, October 2, 2014 – Career Development Program, Bethesda CC, Bethesda, MD, 10AM – 11AM
Thursday, October 2, 2014 – Member Luncheon Program, Bethesda CC, Bethesda, MD, 11:30AM – 2PM
Thursday, October 16, 2014 – Member Happy Hour, Details Coming Soon, 5PM – 7PM
Tuesday, October 29, 2014 – NexGen Study Group, McLean, VA, 5:00PM – 7PM
Thursday, November 20, 2014 – Member Luncheon Program, Maggiano’s, McLean, VA, 11:30AM – 2PM
Thursday, December 4, 2014 – Member Breakfast, Dan Lash’s Office, Vienna, VA, 8AM – 10AM
Thursday, December 11, 2014 – Member Luncheon Program, Maggiano’s, McLean, VA, 11AM – 2PM
Friday, January 23, 2015 – Winter Symposium, Dulles Hyatt, Herndon, VA, 6AM – 6PM
Did You Know?
FPA NCA is in the process of building a new web site. Our Fall and Winter events will be posted to the new web site
once it has been finalized. We hope to have the new web site finalized soon in the beginning of August, once our web
site designers and platform managers can build and transfer our existing web site details. Thank you for your patience
during this transition process!
FPA National Capital Area Newsletter Page 3 August 2014
FPA National Capital Area Newsletter Page 4 August 2014
FPA NCA Communities of Learning
FPA Connect, FPA’s new social platform allows members to share best practices and expertise. FPA NCA
recognizes that some members may be interested in study groups or “communities of learning” to further develop
their financial planning expertise in different topic areas. FPA NCA would like to encourage anyone who is
interested in either facilitating or joining a community of learning to email Rita Cheng at
[email protected]. Some suggested communities of learning are divorce planning, special
needs planning, planning for same sex couples, just to name a few. We are certainly open to additional
suggestions and ideas.
Ethics Course and Luncheon Program Speaker
September 18, 2014, 10AM Check in for Ethics Course
Maggiano’s Restaurant, McLean, VA
Ethics Course Presented by Dan Candura
Ethics Course Free for Members
Non-Members - $50.00
Ethics Course - 2 CFP, 2 CIMA, 2 MD Insurance and 2 VA Insurance Offered – Pending Approvals!
Luncheon Speaker: Scott West from INVESCO – StorySellling for Financial Advisors
Check in For Luncheon Program at 11:30AM
Luncheon Program - $40.00 for Members
$60.00 for Non-Members
NO CE for this Luncheon Program
Our luncheon program speaker will be Scott West from INVESCO speaking on Financial Advisors
Communications with Clients. "Communication works for those who work at it." (John Powell)
Overview: Highly persuasive financial professionals often engage clients by translating Wall Street jargon into
Main Street values, using metaphors, analogies, anecdotes and illustrations. In "StorySelling for Financial
Advisors", we seek to provide you with the tools to lead investors to faster and more confident decisions, to
incorporate emotion and experiences into your conversations and learn successful stories used by top financial
professionals.
From the keynote presentation, learn - How to align your sales process with your client's decision process; How
to engage both sides of the brain; and The Socratic method of selling.
View the 3-Minute Presentation Trailer where Scott West and Dave Saylor discuss how the StorySelling
program helps financial professionals get, keep and grow business.
You may register for one or both sessions.
FPA National Capital Area Newsletter Page 5 August 2014
FPA National Capital Area Newsletter Page 6 August 2014
Join us for Breakfast! Learn More About Your Chapter and Meet our Board!
Find out how you can Become More Involved and Active in our Chapter!
Choose the date and location most convenient for you!
September 19, 2014 – Ryan Fleming’s Office, Armstrong, Fleming & Moore, Inc., Washington, DC
December 4, 2014 – Dan Lash’s Office, VLP Financial Advisors, Vienna, VA
Please register on line so that we plan appropriate refreshments! Thank you!
FPA NCA MEMBER AND SPONSOR HAPPY HOUR!
October 16, 2014 – Location and Details to be published soon!
Please register on line so that we plan appropriate refreshments!
We Look Forward to Meeting You There!
SAVE THE DATE ON YOUR CALENDAR NOW!
WINTER SYMPOSIUM – FRIDAY, JANUARY 23, 2015, 6AM – 6PM
DULLES HYATT, HERNDON, VA 20171
FPA National Capital Area Newsletter Page 7 August 2014
University of Maryland University College Offers a Registered CFP Program
On June 11, 2014 the CFP Board informed Peter Munger, the Program Director of the University of Maryland, that
the UMUC School of Undergraduate Studies has been approved to offer a CFP educational program that will help
qualify students to sit for the CFP exam. CFP Board-Registered Programs are financial planning education
programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill
the education component for obtaining CFP® certification. Individuals who meet the CFP Board's education
requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the education and
examination components completes two of the core prerequisites to obtain CFP® certification. To register a
program, an institution must submit an application for review by the CFP Board. Registration is granted on a
biennial basis and must be renewed every other year.
Kathleen Sindell, Co-Chairperson of the FPA NCA Pro Bono Committee has been invited by UMUC to accompany
the CFP Program Director, Peter Munger, to attend the CFP Board's annual Registered Program Conference that
brings together faculty and program directors from institutions around the country that provide professional
financial planning education and assists individuals in pursuing CFP® certification. Kathleen Sindell is a Course
Chairperson II for several of the newly registered CFP courses. For more information about the new CFP registered
program at the University of Maryland, University College see below.
University of Maryland University College, Business Administration, Finance
Dr. Peter G. Munger, Academic Director
1616 McCormick Drive, Largo, MD 20774
240-684-2815, [email protected], www.umuc.edu
SAVE THE DATE! OCTOBER 2, 2014
PROFESSIONAL DEVELOPMENT AND MEMBER LUNCHEON PROGRAM
FEATURING – DON CONNELLY, PUTNAM INVESTMENTS
BETHESDA COUNTRY CLUB, BETHESDA, MD
CHECK IN BEGINS AT 10AM
MORE DETAILS AND ADDITIONAL SPEAKER ANNOUNCEMENT TO BE PUBLISHED SOON!
FPA National Capital Area Newsletter Page 8 August 2014
NEXGEN STUDY GROUP SESSION
ANNOUNCED FOR OCTOBER 29, 2014
FEATURING ELEANOR BLAYNEY FOR A CIRCLE GATHERING
Event Held at the Offices of Sullivan, Bruyette, Speros & Blayney (SBSB)
5:00 – 7:00PM, McLean, VA
YOU DO NOT WANT TO MISS THIS PROGRAM!
DECEMBER 11, 2014 – FPA NCA ANNUAL MEETING AND LUNCHEON SPEAKER
FEATURING STEPHEN FULLER
MAGGIANO’S RESTAURANT, MCLEAN, VA
CHECK IN AT 11AM, PROGRAM BEGINS AT 11:30AM
PLEASE ATTEND TO HELP US HONOR DR. FULLER FOR HIS OUTSTANDING WORK
AT THE CENTER FOR REGIONAL ANALYSIS!
HELP US VOTE TO APPROVE OUR 2015 OFFICERS AND DIRECTORS!
WE WANT TO SEE YOU THERE!
FPA National Capital Area Newsletter Page 9 August 2014
NOVEMBER 20, 2014 PROFESSIONAL DEVELOPMENT AND LUNCHEON SPEAKER PROGRAM
MAGGIANO’S RESTAURANT, MCLEAN, VA
CHECK IN BEGINS AT 10AM
FIRST SPEAKER – RICH WEISS, AMERICAN CENTURY INVESTMENTS
“ESSENTIALS OF TARGET-DATE DESIGN ANALYSIS”
SECOND SPEAKER – JANET BODNAR, KIPLINGER PERSONAL FINANCE MAGAZINE
MEMBERS - $40.00, NON-MEMBERS - $60.00
CREDIT INFO TO BE POSTED SOON
DON’T MISS THIS FANTASTIC PROGRAM WITH THESE TWO GREAT SPEAKERS!
Message from Rita Cheng, CFP®
Member of FPA National Board of Directors
I hope you are having an enjoyable summer. I have some exciting news to share with you.
• As you all know, FPA is a terrific resource for members looking to tap into the knowledge and experience of their
financial planning peers. To help members tap into specific subject matter in a more in-depth, meaningful way FPA is
rolling out “Knowledge Circles.”
• Over the next 12-months this exciting new program will involve the rollout of eight Knowledge Circles, each with a
specific focus area. The circles will be spearheaded by volunteers who will act as hosts of content, facilitators of
discussion, and “engagers” of circle participants.
• The first three Knowledge Circles will be rolled out at FPA BE in Seattle this September. Those circles are Business
Success, International, and Retirement/Social Security Optimization. Over the following months, we will introduce circles
for Estate Planning, Investment Planning, Risk Planning, and Tax Planning.
• The Knowledge Circle program will not only allow participants to delve deeper into these core subject areas, but will be
central to future FPA programming. By using these circles as proving grounds, FPA will be better positioned to create
content of importance and interest to the members.
• I will share more information with you about the wonderful new program in the weeks and months ahead. I hope each of
you will consider participating or hosting for one of the circles.
• To learn more about Knowledge Circles, please visit www.OneFPA.org and then “Community.”
FPA National Capital Area Newsletter Page 10 August 2014
CONGRATULATIONS TO THESE OUTSTANDING FPA MEMBERS –
WHO HAVE BEEN SO SUPPORTIVE OF OUR LOCAL FPA NCA CHAPTER!
PLEASE REVIEW INVESTMENT NEWS
“40 UNDER 40”
Review Here: http://www.investmentnews.com/section/40-under-40/listing
TO THESE FPA MEMBERS WHO HAVE HELPED TO SUPPORT AND NURTURE OUR LOCAL FPA
NCA CHAPTER – WE CONGRATULATE YOU!
Laurie Belew, Senior Financial Adviser, FJY Financial
Michael Kitces, Partner and Director of Research, Pinnacle Advisory Group
Katherine Liola, President, Concentric Private Wealth
Sameer Somal, Chief Financial Officer, Blue Ocean Global Wealth
FPA National Capital Area Newsletter Page 11 August 2014
We have updated our military pro bono opportunities for FPA members. If a veteran is not in your area you can help remotely with video conference. Please click the sign up links below and read for more details. You can sign up without an account. We will follow up with any additional questions you may have. Thank you for helping our veterans accomplish their financial mission as they prepare to begin home ownership.
Operation Homefront | Approximately 150-300 veterans a year
Homes for our Troops (physically injured veterans) | Approximately 50-100 a year
On behalf of FPA Pro Bono, Noreen Coughlin, Mission Outreach Director (and FPA Pro Bono Director) www.foundation-finplan.org Tel: (770) 938-1110 Fax: (678) 623-3450 2193 Northlake Parkway, Ste 110, Tucker, GA 30084 - Text ITMATTERS to 20222 and donate $10 to support Pro Bono Financial Planning
Help People Take Control of Their Financial Lives. The support you provide today enriches the lives of the under served tomorrow.
Donate
The Foundation for Financial Planning is sustained entirely by the generous support of our donors. Money you donate goes directly toward supporting pro bono financial planning services, and makes a significant, positive impact on those in need. Donate Now »
Volunteer
Pro bono financial planning enriches the lives of everyone who participates, and volunteers are no exception. We provide financial planners with the training and assistance to give back on a pro bono basis-and we're always looking for more volunteers. Volunteer Now »
Grants & Programs
The Foundation for Financial Planning awards grants to non-profit organizations for pro bono financial advice and community outreach activities. Our track record of success, both for grant recipients and those who receive pro bono financial advice, speaks for itself. Learn More »
FPA National Capital Area Newsletter Page 12 August 2014
Announcing the First Time Ever, CFP Board
Invitation to Firm’s Night Event
JW Marriott – Washington, DC – August 7-8, 2014
Information Regarding Firms’ Night
For the first time ever, CFP Board has invited firms to participate at CFP Board’s Registered Program Conference during a Firms' Night event on Thursday, August 7, 2014, from 6 - 8:30 p.m. During the course of the evening, representatives from Registered Programs will have the chance to meet with firms to discuss a variety of issues. This is an opportunity to connect with firms and develop relationships that will help you and your students in the effort to get
students into the workforce as CFP® professionals.
If you have a firm that you would like to invite or are part of firm that would like to be present, please let us know.
We hope to see you at this year's conference! If you have any questions, please feel free to contact us at [email protected].
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. [email protected]
P 800-487-1497 • F 202-379-2299 • CFP.NET 1425 K STREET, NW #500 • WASHINGTON, DC 20005
Retirement. Budgeting. Taxes. Investments. Estate planning. Insurance. Let's
make a plan.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
FPA National Capital Area Newsletter Page 13 August 2014
WELCOME JUNE NEW MEMBERS
Alvin Carlos CFA Jennifer Davis CFP® District Capital Management, LLC Connemara Fee Only Planning LLC 4740 Bradley Blvd Apt 320 Apt 320 1700 Rockville Pike Ste 400 Chevy Chase, MD 20815 Rockville, MD 20853 Phone: (240) 821-0770 Phone: (301) 998-6595 Email: [email protected] Email: [email protected] Dolores Dorsett Reed Hurt 307 Yoakum Pkwy Unit 1226 Unit 1226 1111 11th St NW Apt 410 Alexandria, VA 22304 Washington, DC 20001 Phone: (703) 000-0000 Phone: (434) 981-0259 Email: [email protected] Email: [email protected] Amy Killoran Mark Kuniholm CFP® ®, CTFA 8600 Cottage St SunTrust Investment Services Vienna, VA 22180 1114 Devon St Phone: (404) 210-2695 herndon, VA 20170 Email: [email protected] Phone: (703) 344-4894 Email: [email protected] Crystal Matlock CRPS Jeffrey Miller Clarendon Wealth Management University of Delaware 10323 Emerald Rock Drive 18 5th St NE Oakton, VA 22124 Washington, DC 20002 Phone: (571) 257-3247 Phone: (443) 854-3771 Email: [email protected] Email: [email protected] Barbara Mulvey James Simon CFP® McLean Mortgage Corporation Charles Schwab 11325 Random Hills Rd Ste 400 330 John Carlyle St Suite 120 Fairfax, VA 22030 Alexandria, VA 22314 Phone: (571) 419-6604 Phone: (904) 866-7539 Email: Email: [email protected] Joan Zaorski 11102 Brookline Dr Fairfax, VA 22030 Phone: (703) 473-3718 Email: [email protected]
FPA National Capital Area Newsletter Page 14 August 2014
MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!
We are proud to announce FPA membership anniversaries for 2014!
Five Year Members
Matthew Gelfand, Alfonso Burgos, Michael Wroblewski, Paul Garrard, Miriam Boysen, Frederic Burke, C. Mark
Gurley, Jeffery S. Adair, John Jones, Jennifer Gallant, Lori Trawinski, Joseph Rowley
Ten Year Members
Ann Lung, Jennifer Quigley, Donna Patterson, Marjorie Burnett, Joseph Bell, Cristal Baron, Christine Marie Parker,
Kris Korneman, Alejandro Murguia, Michael Schiff, Paul Abbou, Craig Brimhall
Fifteen Year Members
William DuBose, Michael Conaway, Miye Wire, Mary Mathias, Sidney Lee, Carl Trevisan, Thomas McVeigh, Herald
Bennett
Twenty Year Members
Gordon Bernhardt, William Loomis, Phil Simonides, Basil Herzstein
Twenty Five Year Members
Gary Altman, Birindar Chawla, Dana Sippel
Thirty Year Members
Patricia Houlihan, David Petersen, Bobby Glass, Patricia Kerns
Forty Year Members
INTERNSHIP WHITEPAPER PUBLISHED BY JON YANKEE
Following our previous Career Development Programs, Jon Yankee has completed his whitepaper on Implementing
Internships. An article will be published in the October Financial Planning Magazine. To read this article, please
follow this link: http://bit.ly/r2hfxZ
Jon has offered this article as a resource to our chapter. This article link is also posted on our web site, and will be
distributed through other outlets, as well. Thank you, Jon, for sharing this resource!
FPA National Capital Area Newsletter Page 15 August 2014
MEMBER ADVANTAGE PROGRAM
You may be missing out on substantial savings that come with your FPA membership!
Your FPA membership includes discounts with several of FPA's discount participants. Get the most out of your FPA membership and start saving today! Take a look at some of the newest members in FPA's affinity program!
New! InFRE® Retirement Resource Center (IRRC) Retirement planning is an integral part of financial planning and, as such, FPA has formed a strategic alliance with the International Foundation for Retirement Education (InFRE®) and the InFRE® Retirement Resource Center. The purpose of this alliance is to provide FPA members, many of whom are already Certified Financial Planner professionals, with discounted access to educational offerings that allow planners to further study the growing complexities of retirement planning, income and design.
SmartXpress Office Supplies Forty thousand business products with discounts of up to 70 percent. SmartXpress is the Smart alternative to shopping retail. Orders over $50 ship same day with free next-day delivery from 31 distribution centers. New customers receive an additional 25 percent off their first order of $100 or more.
Markel Cambridge Alliance The E&O program provided through Markel Cambridge Alliance for Registered Investment Advisers (RIA) and independent Investment Advisery Representatives (IAR) offers stability, quality of coverage and excellent customer service at a discount to FPA members. Markel Cambridge Alliance has been a long-term partner with FPA and has provided this coverage since 1988.
The College for Financial Planning As a member of FPA, you have access to discounts on superior educational programs, one of which is through The College for Financial Planning.
The Dalton Review Dalton Education provides FPA members significant discounts on their CFP® review programs. The Dalton Review® for the CFP® Certification Examination is the leading review provider in the country, with pass rates consistently 70-80 percent on the exam.
FedEx FPA and FedEx are working together to bring you special FedEx discounts. Save up to 21 percent on select FedEx® shipping services and up to 15 percent on select FedEx OfficeSM services — no enrollment fees.
GEICO Save up to eight percent off GEICO's already low rates with this new member benefit. Take advantage of your free rate quote today.
Identity Theft Protection Program Every three seconds another identity is stolen. Protect your identity with LifeLock, the leader in identity theft protection. Get 30 days free and 10 percent off.
IPS AdvisorPro® Created by advisers, for advisers, this award-winning Web-based system helps advisers build fully customized Investment Policy Statements (IPS) quickly and easily and is available through FPA's Member Advantage program. Current FPA members can take advantage of a discounted rate on their first year's subscription when you sign up at http://www.ipsadvisorpro.com/.
Kaplan College As a member of FPA, you have access to discounts on superior educational programs, one of which is through Kaplan College.
Continued on next page
FPA National Capital Area Newsletter Page 16 August 2014
MEMBER ADVANTAGE PROGRAM – Continued from previous page
Long-term Disability The new FPA group disability plan is 50 percent less expensive than individual policies with similar features and is available exclusively to FPA members. An up to $6,000 per month tax-free benefit is available payable to age 65. The application process takes less than five minutes. +studentaid.com As a member of FPA, you can receive the +studentaid.com College Cost & Planning Report™ for a special discounted price. The College Cost & Planning Report™ can strengthen your financial planning client relationships by helping them to make well-informed, affordable college choice decisions.
Vacation Center Explore the world at discount prices and receive an exclusive FPA member discount at the FPA Member Advantage Vacation Center.
Wireless Center Save time and money at the FPA Member Advantage Wireless Center. Compare and purchase plans and phones from all major carriers and brands.
And more!
Start saving on all of your office and personal needs today! It's already included in your membership; take advantage of the FPA Member Advantage Program!
The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA®, FPA/Logo and FINANCIAL PLANNING ASSOCIATION®. The marks may not be used without written permission from the Financial Planning Association.
NEW PRO BONO OPPORTUNITY
WASHINGTON CANCER INSTITUTE
Our FPA NCA Chapter is beginning a new Pro Bono relationship with the Washington Cancer Institute, and
possibly other Cancer Hospitals in the region. We anticipate that our opening presentations to patients and their
families will be later in 2014. Our Committee Chairs, Frank Boucher and Robert Sharer will be gathering more
information and developing the program and working relationship with this organization over the next few months.
However, we do anticipate the need for additional pro bono volunteers for this on-going project. If you would like
to volunteer to help with pro bono work at the Washington Cancer Institute or other Cancer Hospitals, please send
an email to Peggy at [email protected]. We will put you on our list and update you as the program takes
shape and begins. Thank you for your help on this very important pro bono project!
FPA National Capital Area Newsletter Page 17 August 2014
One Thing Leads to Another…Get involved and make a difference!
If we all just did ONE THING, imagine the impact we can have on shaping our profession!
Here are SOME Things….. What will your ONE thing be?
Charity Golf Event: Have fun, while you network with your fellow professionals and raise money for the Foundation for
Financial Planning and other FPA NCA Pro Bono work.
Join the Golf Committee and help plan the May event
Seeks Sponsors to support this charity event
Promote this event to members for participation
Come and enjoy a great day on the course
Consumer Awareness: Elevate public awareness; promote financial literacy.
Lead a basic investment workshop
Work with the schools on a Junior Achievement Program
Help Plan and Participate in Financial Planning Week at local events
Member Communications and Social Networking: Sharpen your communication skills; engage members in FPA NCA events.
Contribute an article to the newsletter
Develop Announcements for chapter programs and events
Develop new ideas for our chapter web site
Help us Tweet and get the word out!
Maintain our Facebook Page and add pictures of our events
Encourage members to become LinkedIn with our chapter
Public Relations: Enhance your visibility and be seen as a financial planning resource.
Answer finance-related queries from the press
Develop a relationship with your local newspaper editor
Programming: Infinite Possibilities: Integrating our Life and Profession with Education and Inspiration.
Suggest topics and speakers for educational programs
Help Build the Spring Symposium with our Sponsor Partners
Review and critique a potential speakers’ presentation in your area of expertise
Attend our educational programs on a regular basis
Be a Buddy at Meetings to foster community building
Invite a guest to a meeting to explore FPA
Partnerships: Create alliances with partners.
Draft a survey to evaluate partner satisfaction
Meet with partners in your office
Welcome partners who exhibit at our programs
Membership: Increase Chapter membership. Help plan a social event
Distribute membership information at the meetings
Make telephone calls to welcome new members
Make telephone calls to encourage members to renew
Help staff a CFP Exam luncheon for students
Attend a free Member Breakfast to learn more about our chapter
Survey Members to assess their satisfaction with our chapter Continued on next page
FPA National Capital Area Newsletter Page 18 August 2014
Pro Bono: A call to action… give the gift of education through large-scale initiatives.
Assist military families
Volunteer for CAAB financial literacy programs
Help baby boomers plan for retirement in coordination with the DC Government
Volunteer for HIP to counsel single mothers on home ownership
Volunteer with the local school systems on financial literacy programs
Professional Development: Reach out to students, encourage new financial planning professionals, and assist senior advisors in
keeping their skills sharp.
Be the FPA NCA liaison to a local educational institution
Help coordinate a study group for students, beginners or experienced professionals
Assist in the planning of a Professional Development Program for our Chapter
Be a Mentor and mentor one new planner for three month
NexGen: NexGen is a Financial Planning Association community focused on the next generation of financial planners. This
community of young professionals (age 36 and under) is guided by the mission to foster learning and growth that contributes to
the legacy of the profession.
Help plan and implement our first Career Day
Help plan Study Group Sessions for NexGen members with credits
Help plan social events for NexGen members
Help plan our first NexGen Retreat
2015 Symposium Event: Help develop our Symposium Event(s).
Help plan and secure speakers, develop themes and tracks for the event(s)
Help plan and secure facility space and over-night rooms
Questions... Comments... How can I start my One Thing?
Charity Golf Event Career Development Programs
Josh Halpern, CFP® and Melissa Sotudeh, CFP® Parker Trasborg, CFP® and Ilene Brostrom, CFP®
E-Mail Address: [email protected] Email Address: [email protected] and [email protected] and [email protected]
Membership
Chris Rivers, CFP® and Patricia Ludwig E-Mail Address: [email protected] and [email protected]
Partnerships Programming
Augie Zullo and Howard Pressman, CFP® Tommie Monez , CFP® and Jon Yankee, CFP®
E-Mail Address: [email protected] and E-Mail Address: [email protected]
[email protected] and [email protected]
Pro Bono Social Networking and Communications
Kathleen Sindell, PhD and Solon Vlasto, CFP® Public Relations and Media Relations
Email Address: [email protected] and Tracey Baker, CFP®
[email protected] E-Mail Address: [email protected]
2015 Symposium Chair NexGen
Ryan Fleming, CFP® Matt Davis and Lauren Grove
Email Address: [email protected] Email Address: [email protected] and
FPA National Capital Area Newsletter Page 19 August 2014
2014 PLATINUM SPONSORS
ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK
Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367
[email protected] and [email protected]
AMERICAN CENTURY INVESTMENTS
Wes Kabance, 703-402-6371, [email protected]
CALVERT INVESTMENTS
Tacy Paul Roby, 301-951-4800, [email protected]
COLUMBIA MANAGEMENT
Jim Fisher, 571-217-0057, and Michael Lynn, 301-437-3141
[email protected] and [email protected]
FIDELITY INVESTMENTS
Jeff Kulik, 301-518-1316 and Russ Kubie, 617-279-3492
FPA National Capital Area Newsletter Page 20 August 2014
2014 PLATINUM SPONSORS CONTINUED
INVESCO
David Matheson, 202-510-2281, and Andrew Lill, 610-431-7595
[email protected] and [email protected]
PIONEER INVESTMENTS
Michael Mills, 804-869-6013, [email protected] and
Nick Luise, 617-422-4763, [email protected]
PUTNAM INVESTMENTS
Brad Pheeney, 617-760-7206, [email protected]
SCHWAB ADVISOR SERVICES
Robert Ciullo, 703-506-8243, [email protected]
THORNBURG INVESTMENT MANAGEMENT
Dan Reilly, 877-215-1330, ext. 7299, [email protected]
FPA National Capital Area Newsletter Page 21 August 2014
2014 GOLD SPONSORS
ADVISOR SHARES
Joe Yoon and Paul Doupe, 202-765-0921, [email protected], [email protected]
ALTMAN & ASSOCIATES
Gary Altman, (301) 468-3220, [email protected]
AMERICAN FUNDS
Shakeel Barkat, Brian Casey, Srikanth Vemuri and Andrew Moscardini, 877-421-5334
[email protected], [email protected], [email protected], and
APPLESEED FUNDS
Colin Rennich, 312-896-9660, [email protected]
1st PORTFOLIO
Will Gaines, 703-401-0241, [email protected]
FOUNDERS FINANCIAL, INC.
Jim DeCarlo, 888-523-1162, [email protected]
FPA National Capital Area Newsletter Page 22 August 2014
2014 GOLD SPONSORS CONTINUED
IVY FUNDS
Eugene Eignor, 703-266-8225, Mike Frank, 410-279-4554, and Jon Boldt
[email protected], [email protected] and [email protected]
JEFFERSON NATIONAL
Joe Richardson, 502-587-3837, [email protected]
MOTLEY FOOL FUNDS
Lenore Reiner, 703-254-1558, [email protected]
PAX WORLD INVESTMENTS
Mary Anne Majerus-Lambert, 240-529-4525, [email protected]
RC SECURITIES
Matt Wolf, 857-350-9500, [email protected]
REVENUE SHARES
David Cohen, 267-279-2653, [email protected]
TAMRO CAPITAL PARTNERS
Michael Sahakian, 703-740-1013, [email protected]
FPA National Capital Area Newsletter Page 23 August 2014
2014 GOLD SPONSORS CONTINUED
THE ANNUITIES EXCHANGE
Michael Borkowski, 240-752-9740, [email protected]
TRINET AMBROSE
Jon Biegel, 301-252-0603, [email protected]
VIRGINIA 529
Lori Bennett, 804-225-3421, [email protected]
WAYPOINT RESIDENTIAL
Todd Patterson, [email protected]
WILMINGTON FUNDS
Joe Mondell, 443-721-6427, [email protected]
FPA National Capital Area Newsletter Page 24 August 2014
2014 SILVER SPONSORS
BLACKROCK
Steve Degnan, 302-465-2030, [email protected]
COHEN AND STEERS
Ron Pucillo, [email protected]
KAPLAN
Nick Sitzberger, 608-779-5599 Ext 2544, [email protected]
TD AMERITRADE
TJ Cotton, 201-369-8620, [email protected]
FPA National Capital Area Newsletter Page 25 August 2014
The Financial Planning Association is the owner of
trademark, service mark and collective membership mark
rights in: FPA, FPA/Logo and FINANCIAL PLANNING
ASSOCIATION. The marks may not be used without
written permission from the Financial Planning
Association.
CFP®, CERTIFIED FINANCIAL PLANNER™ and
federally registered CFP (with flame logo) are
certification marks owned by Certified Financial Planner
Board of Standards Inc. and are awarded to individuals
who successfully complete CFP Board's initial and
ongoing certification requirements.
Past Presidents Advisory Council (PPAC)
Gary Altman, JD, CFP Alexandra Armstrong, CFP
Tracey A. Baker, CFP U. Calvin Brown, MST, CFP
Glen J. Buco, CFP Elissa Buie, CFP
Jannet S. Carpien, CFP Stephan Q. Cassaday, CFP
Rita Cheng, CFP Nicolet V. Evans, CFP
Ryan Fleming, CFP Marjorie L. Fox, JD, CFP
Inga B. Frank, CFP Arthur M. Gelman, JD
Barry Glassman, CFP Eric Hess, CFP
Clyde G. Hohenstein, CFP Mark E. Johannessen, CFP
Brian T. Jones, CFP Timothy W. Jones, CFP
Paul Juergensen, II, CFP Glenn G. Kautt, CFP, EA
I. Edward Markley, CFP Jack May, CFP
Edward O’Hara, CFP, EA Christine Parker, CFP
Michael J. Rebibo, CFP Judy L. Redpath, AIF, CFP
Sheldon E. Sacks, CFP Karen P. Schaeffer, CFP
Dana G. Sippel, CFP Victoria M. Trumbower,CPA
Anne Uno, CFP, EA Richard E. Vodra, JD, CFP
Barbara A. Warner, CFP Marysue J. Wechsler, CFP
YEAR 2014: OFFICERS & DIRECTORS
PRESIDENT PRESIDENT-ELECT
Helen Modly, CFP® 540-931-9051 Ken Robinson, CFP® 703-327-7384
Focus Wealth Management, Ltd. KCR Wealth Management
SECRETARY AND CHAIR OF CAPITOL HILL DAY TREASURER Bryan Beatty, CFP® 703-506-0843 Dan Lash, CFP® 703-356-4360
Egan, Berger, Weiner, LLC VLP Financial Advisors x703
CHAIRMAN
Ryan Fleming, CFP® 202-887-8135
Armstrong, Fleming and Moore, Inc. ext.232
BOARD OF DIRECTORS:
PROGRAMS CO-DIRECTORS PROFESSIONAL DEVELOPMENT CO-DIRECTORS
Tommie Monez, CFP® 540-931-9051 Parker Trasborg, CFP® 703-425-0700
Focus Wealth Management, Ltd. CJM Wealth Advisers, Ltd.
Jon Yankee, CFP® 703-889-1104 Ilene Brostrom, CFP® 301- 320-1465
FJY Financial Gurtz, Yurachek, & Associates
SPONSORSHIP/MARKETING CO-DIRECTORS FACILITIES & SOCIAL EVENTS CO-DIRECTORS
Augie Zullo 703-871-1344 Joshua Halpern, CFP® 240-744-7125
Access National Mortgage Raymond James Financial Network, Inc
Howard Pressman, CFP® 703-506-0843 Melissa Sotudeh, CFP® 240-268-1000
Egan, Berger, Weiner, LLC Halpern Financial
MEMBERSHIP CO-DIRECTORS PRO BONO CO-DIRECTORS
Chris Rivers, CFP® 202-887-8135 Kathleen Sindell, PhD 703-299-1700
Armstrong, Fleming & Moore, Inc. GCSR, Inc.
Patricia Ludwig 703-356-4360 Solon Vlasto, CFP® 703-868-2118
VLP Financial Advisors Pinnacle Advisory Group
EXECUTIVE DIRECTOR NEXGEN CO-DIRECTORS
Peggy Nelson 703-620-1712 Matt Davis 703-889-1104
FPA National Capital Area FJY Financial
FPA NCA ADMIN ASSISTANT Lauren Grove 800-772-1887
Hela Baer Yeske Buie
FPA National Capital Area PUBLIC RELATIONS DIRECTOR
Tracey Baker, CFP® 703-425-0700
CJM Wealth Advisers, Ltd
.