a pinnacle award level chapter fpa headlines · 2018-04-03 · fpa national capital area newsletter...
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FPA National Capital Area Newsletter Page 1 October 2016
President’s Message Brian Jones, CFP®
Continued on page three
A Pinnacle Award Level Chapter Recipient of FPA National’s Highest
Level Award for 16 Consecutive Years!
Volume 17, No. 10, October, 2016 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Dan Lash, CFP®, AIF® President’s Message
Can you believe it’s October already? I’m looking forward to enjoying the cooler weather, the changing foliage, and
the variety of fall festivals that make our area so enjoyable this time of year. FPA NCA also has some great October
events planned, as well as a fantastic way for you to give back to the community...
On October 14, we will host our next luncheon program at Westwood Country Club in Vienna, VA, featuring Joe
Richardson of Jefferson National. Joe will present “The Great Wealth Transfer, Shifting Assets from Baby Boomers
to Millennials.” Joe will share his years of experience working with advisors to explain the opportunities and
complexities of shifting assets from one generation to another. In addition to our guest speaker, we will also have a
panel discussion on succession planning. The panel will consist of advisors who have bought and sold a practice,
using both internal and external succession plans. This will be a great way to gain some helpful ideas directly from
your own peers on how to structure your succession plan, so be sure to register for this event at
www.fpanca.org/events.
On October 20, FPA NCA will host our first Octoberfest from 5-7pm at Tyson’s Biergarten! This will be our first
event at this new Tyson’s hot spot, and should be a great time with beer from around the world and traditional German
food. Beers and brats, what could be better than that? “Prost!”
Continued on next page
FPA National Capital Area Newsletter Page 2 October 2016
FPA membership pays for itself. Use your benefits today.
>> Download your new FPA Member Discount Guide now.
Please tell your fellow FPA members about this guide so they can take advantage of
their discounts, too.
Continued from previous page
Metro Washington Financial Planning Day (MWFPD) will be held on Saturday, October 22, at GMU in Arlington.
This event provides pro-bono financial planning to those in the DC Metro area who could not otherwise afford our
services. We anticipate attendance at over 300 people throughout the day, so this is your chance to give back to the
community while promoting the profession we all love. MWFPD can’t happen without our membership, so please
register to volunteer at http://financialplanningdays.org/event/metro-washington-financial-planning-day-volunteer-
info.
I look forward to seeing you at our next event.
Best Regards,
Dan Daniel P. Lash, CFP®, AIF®
2016 FPA NCA President
FPA Member Discount Program
Did you know that FPA members have access to a comprehensive collection of resources that are tailored to their businesses?
From compliance-approved back office solutions, to marketing and research, financial software and more – the FPA Member
Discount Program has you covered. Check out the current practice management deals available exclusively to FPA members
today at https://www.onefpa.org/MyFPA/member-discounts/Pages/default.aspx.
FPA National Capital Area Newsletter Page 3 October 2016
FPA National Capital Area Newsletter Page 4 October 2016
2016 FPA NCA EVENT SCHEDULE Details on our activities are published on our web site at www.fpanca.org
Friday, October 14, 2016 – Luncheon Program, Vienna, VA (NOTE: Friday event, not Thursday!)
Thursday, October 20, 2016 – Happy Hour, Tysons Corner, VA
Saturday, October 22, 2016 – Metro Washington Financial Planning Day, GMU, Arlington, VA
Thursday, November 3, 2016 – Luncheon Program, Bethesda, MD
Friday, November 11, 2016 – Day of Service
Tuesday, November 15, 2016 – NexGen Study Group, SBSB, McLean, VA
Thursday, December 15, 2016 – Annual Member Luncheon Meeting, Vienna, VA
Monday, January 30, 2017 – Winter Symposium, Dulles Hyatt, Herndon, VA
WE WELCOME OUR AUGUST 2016 NEW MEMBERS!
Jason Crabb CFP® Cynthia Hamill Ameriprise Spire Investment Partners Vienna, VA 22182 McLean, VA 22102 Patricia Kazumba CFP® Woodroe Leach MSFS Legacy Financial Group Leach Wealth Management Group Bethesda, MD 20817 Clinton, MD 20735 Deborah Lewis CFP®, ChFC, MBA, CPA Redmond Manierre CFP® New York Life McAdam Fairfax, VA 22030 Vienna, VA 22182 Richard Megica CFP® Melinda Merk CFP® Charles Schwab & Co., Inc. SageTrust Law Group Leesburg, VA 20176 Reston, VA 20194 Sean Mullaney Jeff Porter CFP® Arlington, VA 22201 Sullivan, Bruyette, Speros & Blayney, Inc. Mc Lean, VA 22102 William Price CFP® Michael Saltiel AWMA®, CRPC® Fairfax Station, VA 22039 Infinity Financial Services WASHINGTON, DC 20009
FPA National Capital Area Newsletter Page 5 October 2016
FPA NCA Presents our FRIDAY, October 14, 2016 Member Luncheon Program!
Check in Begins at 11AM - Program will begin at 11:30AM - Please note earlier times for this program!
Program will end by 2PM
1 CFP Approved! 1 CIMA Approved! 1 MD Insurance Pending and 1 VA Insurance Approved! CPA CPE
Offered!
Westwood Country Club, Vienna, VA
Members: $40 - Non-Members: $60
“Lessons Learned/Wisdom Shared: A Look at Succession Planning Strategies”
As the discussion about succession planning becomes not just a business issue but a compliance consideration, it’s
time for FPA-NCA to hear from its own members about some of the paths that both younger and older advisors
have taken in solving for one of the great challenges of our profession.
Join us for a lively discussion, moderated by Lisa Kirchenbauer, CFP®, RLP®, CeFT™ and panelists Rose
Price, CFP®, AIF® (VLP Financial Advisors), Ryan Fleming, CFP® (Armstrong, Fleming & Moore), Emily
Chiang, CFP®, and Brian Jones, CFP® (CJM Wealth Advisors), as they share their wisdom. What worked?
What wouldn’t they do again? What was unexpected? What would they do now? Don’t miss this wealth of
wisdom that we can all benefit from!
Joe Richardson: Regional Director for Jefferson National - Presenting The Great Wealth Transfer
Addressing the Great Wealth Transfer: According to a recent Accenture study, Americans will experience a
massive transfer of assets. An estimated $30 trillion from Baby Boomers to Millennials will shift in what is being
termed as “The Great Wealth Transfer.” How will current financial advisors help clients address this shift of assets
– maximizing the goals of their current clients and the children of their current clients?
REGISTER NOW AT www.fpanca.org!
FPA National Capital Area Newsletter Page 6 October 2016
YOU ARE INVITED TO
HAPPY HOUR!
Who: ALL FPA National Capital Area Members
Nothing says Oktoberfest like an FPA NCA Happy Hour at Tyson’s
Biergarten. Join us on October 20th at 5:00 pm as we check out one of
Tyson’s Corners’ hottest new attractions!
Choose from over 100+ different craft beers and snack on genuine German
sausage, bratwurst, knockwurst and more!
Where: Tysons Biergarten, 8346 Leesburg Pike, Tysons Corner, VA 22182
When: Thursday, October 20, 2016, 5PM – 7PM
Why: Come network with your fellow FPA NCA Members and enjoy a
free drink and food!
NEW Members: Come and Meet Your Chapter!
NexGen Members: Meet and get to know some of the premier financial planners in the
area! Learn about their businesses, their career paths and their passions.
FPA NCA Members: Meet and get to know NexGen Members in the area! Learn about
their pathway into the profession, their passions and what they aspire to do in the future.
Everyone: Enjoy the Evening and have fun! Our own Chapter FPA NCA Oktoberfest! –
Featuring Pretzels, Chicken Wings and Sausage Platters!
Register on line NOW – www.fpanca.org
FPA National Capital Area Newsletter Page 7 October 2016
CFP® Professionals Sought as Volunteers at Metro Financial Planning Day on October 22, 2016
Dear Colleague,
The Financial Planning Association of the National Capital Area Chapter invites local CFP® professionals to join us in helping Metro Washington area residents experience the benefits of financial planning. The Financial Planning Day concept is
simple – CFP® professionals will volunteer to meet one-on-one with consumers to offer personalized financial planning information on a pro bono basis. The event will also feature financial planners presenting educational workshops on key
financial planning topics.
The event is being organized by the Financial Planning Association of the National Capital Area Chapter as part of the
national Financial Planning Days initiative in partnership with CFP Board, Financial Planning Association, the Foundation for Financial Planning and AARP Virginia. Details are:
Metro Washington Financial Planning Day
Saturday, October 22, 2016, 10:00 to 4:00 PM
George Mason University, Founders Hall
3351 Fairfax Drive, Arlington, VA 22201
The benefits are plentiful – providing the public with the practical financial information they need and increasing
recognition of the value of financial planning in the Metro Washington community. We expect Financial Planning Day to generate high levels of attendance and appreciation due to the diverse demographics in the area and continued uncertain
economic landscape.
To register to volunteer at the event, please complete the online registration form: http://financialplanningdays.org/event/metro-washington-financial-planning-day-volunteer-info Participation is open only to
CFP® professionals in good standing with CFP Board. Seats will be assigned on a first-come, first-served basis. Volunteers
must watch a 50-minute bootcamp video before participating (see http://financialplanningdays.org/volunteers).
A complimentary breakfast and lunch will be provided for volunteers. Metered street parking is available, with additional parking available in an underground parking lot at GMU for $8 for the day. Parking costs will be at everyone’s own
expense.
For more information about the Metro Washington Financial Planning Day, visit
http://financialplanningdays.org/event/metro-washington-financial-planning-day-volunteer-info or contact Kathleen Sindell, Ph.D. 703-299-1700 or [email protected] or Susan Chesson, CFP at 703-760-3673 or
Best Regards,
Kathleen Sindell, Ph.D. and Susan Chesson, CFP®
FPA National Capital Area Newsletter Page 8 October 2016
From the Programs Committee!
Melissa Sotudeh and Lisa Kirchenbauer
In November:
Rolf Kelly, CFA, Portfolio Manager and Managing Director, Thornburg Investment Management will
present "ESG vs. SRI - Bridging the Performance Gap". Thornburg has expertise in the ESG (Environment,
Social, and Governance) style of investing. In the past, SRI (Socially Responsible Investing) has held much
promise but, many times, has failed to deliver satisfying results to investors. In our eyes, ESG represents an
improvement over the SRI approach. (November Luncheon)
Hannah Ubl, Millennial and Generational Expert, thrives on studying what motivates, forms and challenges
her complex generation. Her passion and mission is to use a healthy blend of stories and stats to help people
gain a deeper understanding of one another. Her research has unearthed valuable tips and actionable
solutions for multi-generational workplaces, and key strategies for marketing and reaching more
generationally diverse client bases. (November Luncheon)
It’s going to be a great lunch that you won’t want to miss! Look for more details soon.
Join us on Tuesday, November 15 for a study group! All Chapter Members Invited
TIME: We will begin the discussion around 5:15 or 5:30, please feel free to arrive or depart
anytime between 5-7pm. You may come and go as needed!
LOCATION: 8444 Westpark Drive, Suite 610, McLean, VA 22102-5123
(Conveniently located near the Spring Hill and Greensboro Metro Stations)
Be sure to register online at www.fpanca.org
NEXGEN: Big Focus on getting this survey filled out:
NexGen! Please take 5-7 minutes to fill out the NexGen Volunteer and Networking Opportunities survey. This is
your chance to volunteer for next year’s committees, and give your input on what we should be doing to better serve
you needs and opinions!
FPA National Capital Area Newsletter Page 9 October 2016
FPA NCA DAY OF SERVICE - Martha's Table
Martha's Market (Fort Stanton Center)
Time
Friday, November 11, 10 am - 2 pm
Location
1812 Erie Street SE, Washington DC 20020
Additional information
Thank you for signing up to serve with our Martha's Market Program!
Attendee: Space is limited so do not bring more than scheduled number of attendees.
Dress code:
Volunteers Must Wear:
a. Long pants (no pajama pants and no spandex pants please)
b. Closed-toe shoes (no sandals)
c. Tank-tops are not allowed
d. No exposed midriff
e. Hats if you do not wish to wear a hairnet
Arrival time: Please arrive 15 minutes early for orientation. No late arrivals will be permitted.
Cancellation: If for any reason you need to cancel your shift, please provide at least 24 hour notice (9:30
am the day before your shift) and let someone from the Volunteer Team or Receptionist know. As we
rely so heavily on volunteers, we have a strict cancellation policy. Two no shows/last minute
cancellations will result in the termination of your volunteer privileges.
Directions: Please report to the Fort Stanton Recreation Center at 1812 Erie Street, SE Washington DC
20020. There is plenty of parking available.
Additional information: All volunteers MUST BE at least 15 years old. Storage space is limited, so please
try to travel light.
Thanks again and we look forward to working with you!
FPA National Capital Area Newsletter Page 10 October 2016
NEW PLANNER SEARCH ON ONE FPA WEBSITE!
What is FPA PlannerSearch®?
FPA PlannerSearch® is a website that not only provides educational content to consumers on personal financial matters,
but also helps them find and engage CFP® professionals in their area. Through robust search functionality, consumers who
are looking for financial planning guidance and support can search for CFP® professionals who can help.
What role does FPA PlannerSearch® play for me?
The site was constructed to increase the online visibility of CFP® professionals who are also members of FPA. By using
best practices in Search Engine Optimization (SEO), social sharing, and structured data, the site increases the likelihood of
CFP® members of FPA being found online through Google searches. By way of this increased visibility new business
opportunities may emerge.
Who is able to participate in FPA PlannerSearch®?
In order to participate, you must be an FPA member in good standing and a CFP® professional. Members are not
automatically added to the platform, they must opt in. To opt in, please contact the FPA Member Engagement Team at
[email protected]. You can also opt-in online by visiting www.onefpa.org/business-
success/Pages/PlannerSearch.
Why has the platform been changed/improved?
In an increasingly competitive digital landscape, CFP® professionals need to be able to be found online. The changes we
have made to the architecture of the site and search functionality will now better support our members by providing more
visibility online which will lead to new business growth opportunities.
What, specifically, has been done to improve the platform?
As we set out on redeveloping the site and search tool, we did so with three distinct goals:
First was to increase planner findability. The new website’s foundation is built from the perspective of traffic
acquisition. Best practices of Search Engine Optimization (SEO), social sharing, and structured data will drive the
architecture of the website so members can be found more often and in more places across the web.
Second was to improve usability. User experience is paramount to findability and engagement. Consumers will enjoy a
streamlined experience and be able to easily accomplish their goal of researching, contacting, and partnering with a
financial planner that meets their unique individual needs.
Third was to expand accessibility. Users seeking to find a financial planner from their desktop, tablet, or smartphone will
be treated to a seamless user experience at their convenience. This will drive increased traffic, interactions, client leads and
– ultimately – help members grow their businesses.
What are some of the new features?
There are a couple new features that you should definitely pay attention to:
Now every planner has a unique URL path to their profile on FPA PlannerSearch®. That means you can share your
profile on the site with anyone by simply providing the URL. It is advisable to provide a link to your profile on
your website, blog, and any other way you can be found online.
Your profile now has a “My Links” section where you can share other places where you are found online. You can
share links to recent media appearances, news items where you appear, personal blog posts, and much more. This
section in particular is very important to helping drive SEO for your profile so be sure to keep it up to date with
your latest links!
Continued on next page
FPA National Capital Area Newsletter Page 11 October 2016
Continued from previous page
Your profile also has a “Brochures” section where you can provide brochures and other content specific to your
business.
Also, when a consumer searches for a planner, they will be provided an interactive map where they can view CFP®
professionals within proximity to them. So just because someone may be viewing another planner from your
immediate area, they will now be able to quickly check out your profile as well.
How do I view/edit my profile on the platform?
Updating your profile is the same as the previous iteration of FPA PlannerSearch®. Simply log in to OneFPA.org and click
on “My Profile.” Information that is populated on FPA PlannerSearch® will be identified as such. There is also a
“PlannerSearch” tab on “My Profile” where you can populate information for the “My Links” and “Brochures” sections.
As always, you can get assistance by contacting a member of the FPA Member Engagement Team at
How do I get any new client leads?
The process is the same as before. You will get an email with an alert that a consumer is interested in you and your services.
You will then login to OneFPA.org and click on the “My Leads” tab at the top of the page to view your leads and contact
them.
What are the specifications for my profile picture?
To ensure your profile picture looks as good as possible, please only use a photo that is in JPEG or PNG format and
approximately 1000 pixels by 1000 pixels. We recommend that the body and head is centered in the image and not cropped
too closely, with a comfortable amount of spacing around the edges.
What are the specifications for the images I want to associate with my brochures in the “Brochures” section?
Images can be in either JPEG or PNG format and should be 50 pixels by 50 pixels. If your image exceeds this, it will
automatically be scaled to fit.
What are the specifications for the images I want to associate with my links in the “My Links” section?
Images can be in either JPEG or PNG format and should be 60 pixels by 60 pixels. If your image exceeds this, it will
automatically be scaled to fit.
Be Our Guest Registration: Want to Grow Your Firm? Looking for Financial Planning Best
Practices? How About Expanding Your Knowledge & Making Connections?
Pick Your Date | Virtual | Pinnacle Advisory Group, Inc. | $1,000
Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL® & John R. Hill, CFP® | Take
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FPA National Capital Area Newsletter Page 12 October 2016
MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!
We are proud to announce FPA membership anniversaries for 2016!
Five Year Members
John Clawson, Paul Collinson, Caroline Girgis, Harvey Pullen, Robert Sharer, Marcio Silveira,
D.B. Bose, Jason Apolenis, Donald Lord, Peggy Frye, Steven Marshal, Jeremy Nichols, Steven Richardson, Bruce
Weiner, Patrick Larkin, William Cultice, Shayna Lebowitz, Ann Summerson, Terry-Ann Gardemal, Ralph Hendry,
Matthew Brock, Katherine Parrish, Debra Farnell, David Young, Gregory Bernhard, George Englert, Erdal Elmas,
Alvi Aggarwal, Thomas Stein, Lynne Celia, Lisa Pendley, Angela Bender, David Hurwitz, Sarine Zenian,
Parker Trasborg, Michelle Bender, David Albert, Mark Schwartz
Ten Year Members
Nickolas Hammelman, Jessica Ness, Robert Taylor, Laura Stohlman, Jill Ward, Darius Bakhtiar,
Norman Kamerow, Stephen Lingle, Ann Senger, Rose Price, William Robeson, David Surgent, Janis Wagner,
Daniel Brannon, Joachim Exner, Shef Richey, Terry Treat, Eric Bressman
Fifteen Year Members
Elizabeth Fleming, Ryan Fleming, Denny Goforth, Timothy Murray, Victoria Ogus, Kathryn Berkenpas, Sami
Satouri, Oscar Baird, Mary Moore, Michael Freiman, Jamie Lapin, John Wolff, Edwin Knowles, Brian Jones,
Alison Carlson, Charles Lewandowski, Yohanna Gorfu, Mark Keen, Mehmood Nathani, William Schwartz,
Joel Goldberg, Craig Carlini, James McDermott, Janet Hroncich, Mindy Gasthalter, Frederic Miller,
Glenn Ryhanych
Twenty Year Members
Nikita Malliarakis, Dean Knepper, Jennifer Jarratt, Candace Kaplan, Edward Morrison, Stephen Nohowel,
Patricia Currey, Christopher Brown, Patricia Garman, Michael Beriss, James LaGrone
Twenty Five Year Members Emily Chiang
Thirty Year Members
Richard Allridge, Barbara Warner, Roberta Greenspan
Thirty Five Year Members
Greg Sullivan
Forty Year Members
Alex Armstrong
FPA National Capital Area Newsletter Page 13 October 2016
Virtual FPA Member Media Training
Become a "go to" source for journalists looking for information and commentary on personal finance, financial
planning and the profession! FPA members can attend media training programs through their chapters or they
can participate in organization-wide virtual trainings that are going to be held throughout 2015. Each 90-minute
media training program, conducted by FPA Director of Public Relations Ben Lewis, covers the essentials in
working with journalists. Not only is media training mandatory for all CFP® members who want to receive FPA
media queries, but the information will enable you to effectively approach media relations within your own
business! Learn more and register today at
https://www.onefpa.org/MyFPA/MyChapter/Pages/MediaTraining.aspx.
FPA National Capital Area Newsletter Page 14 October 2016
Get Inspired …….. Get Involved …….. Join a Committee!
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?
FPA NCA Committees that would welcome YOU….
Social Charity Golf Event: Have fun, while you network with your fellow professionals and
raise money for the Foundation for Financial Planning and other Pro Bono chapter 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
Pro Bono 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
Advocacy: Help shape legislation and the future of the profession.
Help Organize an Advocacy Day at the State level.
Interact with legislators
Attend a hearing on advisor regulatory issues
Educate regulators of our services as a resource and counsel to the public
Member Communications: Sharpen your communication skills; engage members in events.
Contribute an article to the newsletter
Develop Announcements for chapter programs and events
Develop new ideas for our chapter web site
Help with our LinkedIn, Twitter and Facebook Posts
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
Get Inspired …….. Get Involved …….. Join a Committee!
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
Sponsorships: Create alliances with partners.
Draft a survey to evaluate partner satisfaction
Meet with partners in your office
Welcome partners who exhibit at our programs
Pro Bono: The FPA Pro Bono Program targets underserved individuals and families striving to build assets and
improve their lives but who cannot afford to engage a planner on their own.
Volunteer for Metro Washington Financial Planning Day (October)
Volunteer to teach financial literacy workshops
Be a mentor, teaching, budgeting and other basic financial skills
Work with local school systems on financial literacy programs
Programs and NexGen - 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 months
Programming and/or Symposium: 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
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
Attend free training in working with television, radio and print media
Allied Professionals: Encourage networking and joint participation in allied professional events.
Develop a relationship with your local allied professionals; develop, sponsor and attend joint events; Seek
common lobbying events; encourage membership in FPA NCA.
Create cross organization speaking opportunities
FPA National Capital Area Newsletter Page 16 October 2016
FPA National Capital Area Newsletter Page 17 October 2016
FPA National Capital Area Newsletter Page 18 October 2016
We recognize our FPA National Capital Area Corporate Sponsors & Partners for their special
commitment and support of our chapter. They deserve acknowledgement and endorsement
whenever possible from chapter members, as their generous contributions allow us to bring you
quality speakers and programs throughout the year.
Please take a moment to review our Corporate Sponsor Partners' Logos and representative
information. Please remember to thank our Sponsors for their support at all of our programs
and events and remember to open your door to them when they call.
2016 PLATINUM SPONSORS
ALTMAN & ASSOCIATES
Gary Altman, (301) 468-3220, [email protected]
AMERICAN CENTURY INVESTMENTS
Wes Kabance, 703-402-6371, [email protected]
AMERICAN FUNDS
Shakeel Barkat, Brian Casey, Srikanth Vemuri and Andrew Moscardini, 877-421-5334
[email protected], [email protected], [email protected], and
CARE.COM, INC.
Kristin Skahan, 781-795-7306, [email protected]
FPA National Capital Area Newsletter Page 19 October 2016
2016 PLATINUM SPONSORS CONTINUED
CAVANAL HILL FUNDS
Joe Mondell, 410-409-2310, [email protected]
FIDELITY INVESTMENTS
Russ Kubie, 617-279-3492, [email protected] and Tim Buick, [email protected]
MOTLEY FOOL FUNDS
Lenore Reiner, 703-254-1558, [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 20 October 2016
2016 GOLD SPONSORS
ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK
Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367
[email protected] and [email protected]
CATALYST FUNDS
Angele Ryan, 302-388-6900, [email protected]
DALTON EDUCATION
Nick Sitzberger, 404-994-5186, [email protected]
INVESCO
David Matheson, 240-654-7556, [email protected]
IVY FUNDS
Eugene Eignor, 703-266-8225, Mike Frank, 410-279-4554, and Jon Boldt
FPA National Capital Area Newsletter Page 21 October 2016
2016 GOLD SPONSORS CONTINUED
JEFFERSON NATIONAL
Joe Richardson, 502-587-3837, [email protected]
MARKEL CAMBRIDGE ALLIANCE – A MARKEL SPECIALTY PROGRAM
Greg Severinghaus, (800) 431-1270, ext. 7925, [email protected]
NEUBERGER BERMAN
Dustin Schneider, 212.476.9103, [email protected]
OSTERWEIS CAPITAL MANAGEMENT
Antoine Piron, 800-700-3316, [email protected]
FPA National Capital Area Newsletter Page 22 October 2016
2016 GOLD SPONSORS CONTINUED
PUTNAM INVESTMENTS
Brad Pheeney, 617-760-7206, and Kevin Monaghan
[email protected] and [email protected]
VIRGINIA 529
Lori Bennett, 804-225-3421, [email protected]
WASHINGTON FIRST MORTGAGE
Mike Eastman, 571-327-2145, [email protected]
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.
FPA National Capital Area Newsletter Page 23 October 2016
2016 SILVER SPONSORS
FEDERATED
Max Recker, 703-888-7679, [email protected]
PIMCO
Jennifer Quigley, 703-283-2838, [email protected]
TD AMERITRADE INSTITUTIONAL
Jonathan Olver, 201-369-8307, [email protected]
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
James McGrath, CPA, CLU, CFP Helen Modly, CFP, CPWA 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
FPA National Capital Area Newsletter Page 24 October 2016
2016 OFFICERS AND DIRECTORS
President: Dan Lash, CFP® - 703-356-4360, x703
VLP Financial Advisors, [email protected]
Chair: Ken Robinson, CFP® - 703-327-7384
KCR Wealth Management, [email protected]
President Elect: Bryan Beatty, CFP® - 703-506-0843
Egan, Berger, Weiner, LLC, [email protected]
Treasurer: Howard Pressman, CFP® - 703-506-0843
Egan, Berger, Weiner, LLC, [email protected]
Secretary and Advocacy Chair: Chris Rivers, CFP® - 202-887-8135
Armstrong, Fleming & Moore, Inc., [email protected]
Programs: Melissa Sotudeh, CFP® - 240-268-1000
Halpern Financial, [email protected]
Lisa Kirchenbauer, CFP® - 703-387-0919
Omega Wealth Management, LLC, [email protected]
Membership: Parker Trasborg, CFP® - 703-425-0700
CJM Wealth Advisers, Ltd., [email protected]
Carl Holubowich, CFP® - 202-887-8135
Armstrong, Fleming & Moore, Inc., [email protected]
Sponsorships: Augie Zullo – 703-871-1344
Access National Mortgage, [email protected]
Rose Price, CFP® - 703-356-4360
VLP Financial Advisors, [email protected]
Social Events: Kirk Taylor, CFP® – 703-564-9109
1st Portfolio Wealth Advisors, [email protected]
Public Relations: Yusuf Abugideiri, CFP® – 800-772-1887
Yeske Buie, [email protected]
Allied Professionals: Jennifer Quigley, CFP® – 703-734-9300
Sullivan, Bruyette, Speros and Blayney, [email protected]
NexGen: Aaron Clarke – 703-293-3100
Acorn Financial Services, [email protected]
Mark Cecchini, CFP® - 703-734-9300
Sullivan, Bruyette, Speros and Blayney, [email protected]
Pro Bono: Kathleen Sindell, PhD – 703-299-1700
GSCR, Inc., [email protected]
Susan Chesson, CFP® - 540-931-9051
Focus Wealth Management, Ltd., [email protected]
Executive Director: Peggy Nelson, 703-620-1712
FPA National Capital Area, [email protected]