FPA National Capital Area Newsletter Page 1 August 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. 8, August, 2016 Web address: www.fpanca.org

FPA Headlines The Newsletter of your local association

Dan Lash, CFP®, AIF® President’s Message Our lunch meeting on July 14th at Westwood CC in Vienna, Virginia featured speaker Michael Finke, Ph.D and Matt Stephani,

CFA. Dr. Finke discussed a New Perspective on Retirement Income Planning. Matt as a senior portfolio manager with Cavanal

Hill Funds and co-manager of their World Energy Fund focused his discussion on Global Energy Consumption. Both were

outstanding and you can find the slides for their presentations at www.fpanca.org under Events on the Program Handout Page.

With summer vacation time upon us, we will not be holding any formal meetings with CE in August. We do have a member

Reunion scheduled for August 17 for those long tenured members who remember the days of the ICFP and the IAFP before the

merger of the two associations to what we know today as the FPA. The Reunion will be held August 17 at 5pm at Chima

Restaurant. Please register at www.fpanca.org/events.

Don’t miss our September 7 Happy Hour at a new location, Brazin’s on Church in Vienna, Virginia. This Happy Hour will offer

one hour of CE during the event. John Dedon will present an Estate Planning presentation while we enjoy drinks and appetizers.

There will still be time for mingling before and after the presentation. We are excited to bring you this new format for one of our

Happy Hours with a CE presentation while we have time to network and mingle, as well. Please register on line at

www.fpanca.org/events. Registration will be limited to the first 50 people due to space limitations.

During September 14-16 the National FPA annual conference will be held in Baltimore. Registration is currently open at

www.fpa-be.org/register. You can receive $25 off of your registration fee by utilizing the code CHBE16. This conference has

some fantastic key note speakers and many breakout and roundtable sessions and will certainly help planners of all stages of

their careers gain knowledge to allow you to further help your clients.

September 22 will be our next luncheon meeting and will be held at Bethesda CC. Our speaker will be Bob Ciullo with Charles

Schwab Advisor Services. Bob’s presentation will utilize data captured from both clients and successful advisors to provide

attendee’s with actionable ideas to develop your business. Bob calls the discussion, What Your Clients Are Really Looking For

in an Advisor – Time to Diversify Your Firm! Please join us for the event by registering at www.fpanca.org/events.

Continued on next page

FPA National Capital Area Newsletter Page 2 August 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

In addition, Professor Don Williamson will the speaking on September 22. Don is a professor at American University. His

presentation will offer information on the Current Development in Federal Taxation that will impact Your Clients' Investment

and business Decisions! As we approach a pivotal election, Professor Williamson's remarks will describe recent developments

in the federal tax law that will influence your clients' investment and business decisions and how a Clinton or Trump

administration might affect those decisions. One CFP, CIMA, MD Insurance and VA Insurance is pending approval for this

session.

October will offer another luncheon meeting as well as a fantastic opportunity to give back to the community at Metro

Washington Financial Planning Day at GMU in Arlington. More information about each event is to come but if you would like

to volunteer to provide planning session to the underserved community in our area, please send an email to board@fpanca.org.

Enjoy the summer and the long, hot days that August will bring. I look forward to meeting you at our next event.

Best Regards,

Dan Daniel P. Lash, CFP®, AIF®

2016 FPA NCA President

DLash@VLPFA.com

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 August 2016

FPA National Capital Area Newsletter Page 4 August 2016

2016 FPA NCA EVENT SCHEDULE

Details on our activities are published on our web site at www.fpanca.org

Wednesday, August 17, 2016 – 20th Century Reunion, Chima, Tysons Corner, VA

Wednesday, September 7, 2016 – Chapter Happy Hour with 1 CE, Bazin’s on Church, Vienna, VA!

Wed. – Fri., September 14 -16, 2016 – FPA BE Baltimore, Baltimore, MD

Thursday, September 22, 2016 – Luncheon Program, Bethesda, MD

Friday, October 14, 2016 – Luncheon Program, Vienna, VA (NOTE: Friday event, not Thursday!)

Saturday, October 22, 2016 – Metro Washington Financial Planning Day, GMU, Arlington, VA

Thursday, November 3, 2016 – Luncheon Program, Bethesda, MD

Thursday, December 15, 2016 – Annual Member Luncheon Meeting, Vienna, VA

WE WELCOME OUR JUNE 2016 NEW MEMBERS!

George Bauer CFP® Maria Camacho CFP® Morgan Stanley The Family Firm Alexandria, VA 22314 Rockville, MD 20853 Blake Cogbill CFP® Will Cunningham CFP® AIG Homestead Funds Sterling, VA 20165 Arlington, VA 22203 Aashka Desai Martin Hopkins CFP® R.W. Baird Hopkins Investment Management LLC Herndon, VA 20171 Annapolis, MD 21401 Michael Kaye CFP® Christopher Mellone Prudential VLP Financial Advisors Bethesda, MD 20814 Vienna, VA 22182 Alaina Schrager CFP® Falls Church, VA 22041

FPA National Capital Area Newsletter Page 5 August 2016

New Venue for Pro Bono Planning Event in October!!

AND, We are Looking for Volunteers!

Save the date – Saturday October 22 - for our 2016 Metro Washington Financial Planning Day. This year’s event

will be held at a new location at Founder’s Hall at George Mason facility in Arlington, VA. English and Spanish-

speaking volunteers are needed to provide financial counseling to underserved individuals and families.

Are you looking for a Pro Bono opportunity to serve the Metro DC community? Planning is now underway for the

Metro Washington Financial Planning Day, to be held on Saturday October 22, 2016. We will need 75 volunteers

on the day of the event to provide one on one counseling, to welcome and direct attendees, and there are also a

limited number of slots available if you wish to give a presentation. All volunteers providing individual counseling

must have the CFP® designation, but there are plenty of roles available for those of you without the designation.

All counselors must watch a 50 minute online “bootcamp” training video prior to the event. CFP® experience

credits will be provided for those who request them.

Trends in Adviser Compensation and Benefits Study Now Available!

FPA members can now access the 2015 Trends in Adviser Compensation and Benefits Study, which was done by

the FPA Research and Practice Institute™ and Financial Advisor IQ (a news service of the Financial Times). The

research helps all planners and their support staff understand trends in compensation and benefits.

While the study sought to create a valuable compensation benchmark resource for those currently working in the

financial advice profession, or seeking a position, the study examined the impact that compensation, benefits and

work environment have on job satisfaction and engagement.

The full report, which is now available at www.OneFPA.org/2015CompensationStudy, is a must read for anyone

working in the financial advisory space. Download a copy of the report and see how your compensation and

benefits package stacks up with other firms across the country.

FPA National Capital Area Newsletter Page 6 August 2016

From the Programs Committee!

Lisa Kirchenbauer and Melissa Sotudeh

Join us as we kickoff our Fall program schedule starting with some hot-off-the-presses data from Bob Ciullo of

Schwab Advisor Services leading a talk on “What Your Clients Are Really Looking for in an Advisor”.

RIA firms are recognizing the need to diversify their talent portfolio to address changing client demographics.

Creating a culture of inclusivity at your firm will help support your hiring and retention strategies. Increasingly

clients are desirous of working with Advisors who are of the same gender, age range and ethnicity. We will share

our perspectives and suggestions on creating an inclusive culture which clients want.

And to help you get on top of fall tax planning… Professor Don Williamson on “Current Developments in Taxation

That Will Impact Your Clients’ Investment & Business Decisions.” As Eminent Professor of Taxation & the

Howard S. Dvorkin Faculty Fellow of the Kogod School of Business at American University, Professor Williamson

will help us the bridge the gap of the unknown as we approach a pivotal election. Professor Williamson's remarks

will describe recent developments in the federal tax law that will influence your clients’ investment and business

decisions and how a Clinton or Trump administration might affect those decisions.

As we look ahead into the Fall, we will be joined by speakers like thought-leader, John Anderson of SEI

Investments talking about “The Next Wave in Financial Planning” based on SEI’s well-known whitepaper that

helps us bridge the gap between the present and the future of our profession, as well as topics on using insurance in

legacy planning, Environmental/Social/Governance Investing, the new realities of estate planning and a post-

election look at the potential impact for the economy and financial markets. It’s going to be a set of lunches that

you won’t want to miss! Look for more details soon.

MANY FPA NCA MEMBERS AT NexGen GATHERING!

Thank you to the FPA-NCA NexGen members who showed their support on a national level by attending NexGen

Gathering which was held this year in Dallas, TX. We had an excellent weekend of open conversations to transfer

our knowledge and to build relationships with FPA members across the country. Below is the group of National

Capital Area Attendees - we had 10% of the attendance, and represented well with our contributions! Thanks to all

that made the journey!

FPA National Capital Area Newsletter Page 7 August 2016

The FPA NCA 20th Century Club Reunion! Join us!

It’s time to party like you remember 1999! August 17 at Chima from 5-7pm.

A lot of people responded to the invitation sent in May for a party for planners who were active in the 1990’s

and before, with comments like “sounds like fun,” “a great idea,” and “count me in!” What was then just an

idea is now an event, and we hope you can join us.

Do you remember the Mid-Atlantic Retreat? Were you a member of the ICFP or the IAFP, before there was a

Financial Planning Association? Did you earn your CFP designation during the last millennium? Would you

like to spend a pleasant evening catching up with old friends and colleagues? I enjoyed seeing a number of

people at the Spring Symposium, but didn’t have enough time to talk to everyone I wanted to. If you are

willing to admit having been around in the 80’s and 90’s, you’re invited, whether you are still in active practice

or not.

We’ll meet at Chima at Tysons, where the FPA NCA has held a number of events, from 5 to 7 on Wednesday,

August 17. The chapter board is sponsoring some snacks for us. It would be helpful if you would register on

line for this event so that we plan appropriate refreshments! We look forward to this event and hope to see you

soon!

Best,

Dick

Richard E. Vodra, JD, President, Worldview Two Planning

FPA NCA Past President - 1997

HAPPY HOUR WITH ONE HOUR OF CE!

SEPTEMBER 7, 2016 – BRAZIN’S ON CHURCH, VIENNA, VA

Please join us for Wine Down Wednesday on September 7th at 5:00 pm at Bazin’s on Church Street, in Vienna,

Virginia.

We’ve got a great new location and we are adding a new twist to our next Happy Hour – we will enjoy drinks

and appetizers while earning 1 HOUR of CONTINUING EDUCATION credit. What could be more fun?!?!?

Nationally recognized estate planning attorney John Dedon of Odin, Feldman, Pittleman in Reston, Virginia

will update us on the latest and most relevant estate planning strategies our clients should be aware of.

The registration fee of $20 includes drinks, appetizers and 1 hour of CE credit. Don’t miss the great event! This

event will be limited to the first 50 Registrations due to space limitations. SO HURRY AND REGISTER!!!

FPA National Capital Area Newsletter Page 8 August 2016

FPA NCA SEPTEMBER LUNCHEON!

September 22, 2016 – Bethesda Country Club, Bethesda, MD

Members: $40 - Non-Members: $60 - TWO GREAT PRESENTATIONS!

Bob Ciullo Presenting - What Your Clients Are Really Looking for in an Advisor - Time to Diversify Your

Firm!

RIA firms are recognizing the need to diversify their talent portfolio to address changing client demographics.

Creating a culture of inclusivity at your firm will help support your hiring and retention strategies. Increasingly Clients

are desirous of working with Advisors who are of the same gender, age range and ethnicity. We will share our

perspectives and suggestions on creating an inclusive culture which clients want.

BOB CIULLO - MANAGING DIRECTOR, DC Metro Region, SCHWAB ADVISOR SERVICES

Professor Donald Williamson - Presenting Current Development in Federal Taxation that will impact Your

Clients' Investment and business Decisions!

As we approach a pivotal election, Professor Williamson's remarks will describe recent developments in the federal

tax law that will influence your clients' investment and business decisions and how a Clinton or Trump administration

might affect those decisions.

Donald Williamson - Professor Department of Accounting and Taxation - American University

FPA National Capital Area Newsletter Page 9 August 2016

CONGRATULATIONS TO OUR FPA NCA

MEMBER YUSUF ABUGIDEIRI!

INVESTMENT NEWS: 40 Under 40 2016!

Yusuf Abugideiri - age 29

Financial planner, Yeske Buie

Yusuf Abugideiri didn’t find his job; his job found him.

“I was speaking at Virginia Tech on behalf of the college of financial planning and spent the information session

talking about planning and why it was so exciting,” Mr. Abugideiri said.

As it happened, Elissa Buie, one of the founders of Yeske Buie in Vienna, Va., was in the audience. “She enjoyed the

talk enough to offer me an internship,” he said.

One of his proudest achievements: Getting the financial planning residency at Yeske Buie off the ground. The

program helps young planners learn to be financial planners and fulfill their work requirements for the certified

financial planner designation. The residents are paid and given the same responsibilities as an entry-level planner.

“We think of it in the same way as a medical resident,” Mr. Abugideiri said.

Their first resident finished the program this year. They expect to have five by the end of the year.

Mr. Abugideiri is pursuing a master’s degree in economics at George Mason University in Fairfax, Va., and hopes to

graduate in December. He works both as co-chair of the alumni board for the university and with the local Financial

Planning Association. And when he’s not working as a financial planner, sitting on two boards and doing graduate

studies, what does he do? “Hang out with my wife, Maegan,” he says. “We’re both pretty busy people.”

MEET OUR MEMBERS IN THE NEWS:

Stan Corey: The Divorce Dance – Amazon Best Seller Status

FPA National Capital Area Newsletter Page 10 August 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

MemberServices@OneFPA.org. 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!

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.

Continued on next page

FPA National Capital Area Newsletter Page 11 August 2016

Continued from previous page

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

MemberServices@OneFPA.org.

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.

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FPA National Capital Area Newsletter Page 12 August 2016

FPA National Capital Area Newsletter Page 13 August 2016

Get the Latest Original Research on Investing by RPI and Journal of Financial Planning

The FPA Research and Practice Institute™ (RPI) has been engaging in original research on a wide array of subjects of

importance to financial planners and the latest study is now available. The 2015 Trends in Investing Survey, done in

collaboration with the Journal of Financial Planning, looks at how financial planners are using and recommending different

investment vehicles today and where they will look to invest over the coming year. The survey, which has been conducted

regularly since 2006, revealed that Exchange-Traded Funds (ETFs) have supplanted mutual funds as the preferred investment

vehicle by planners.

And keep an eye out for more research coming out later this year, including a social media study that was conducted in

partnership with LinkedIn and a Social Security study that is being done with AARP and CNBC.

FPA National Capital Area Newsletter Page 14 August 2016

FPA National Capital Area Newsletter Page 15 August 2016

FPA National Capital Area Newsletter Page 16 August 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

Ten Year Members Nickolas Hammelman, Jessica Ness, Robert Taylor, Laura Stohlman, Jill Ward, Darius Bakhtiar,

Norman Kamerow, Stephen Lingle

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

Twenty Year Members Nikita Malliarakis, Dean Knepper, Jennifer Jarratt, Candace Kaplan, Edward Morrison, Stephen Nohowel,

Patricia Currey

Thirty Year Members Richard Allridge, Barbara Warner

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 17 August 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 19 August 2016

FPA National Capital Area Newsletter Page 20 August 2016

FPA National Capital Area Newsletter Page 21 August 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, gary@altmanassociates.net

AMERICAN CENTURY INVESTMENTS

Wes Kabance, 703-402-6371, wsk@americancentury.com

AMERICAN FUNDS

Shakeel Barkat, Brian Casey, Srikanth Vemuri and Andrew Moscardini, 877-421-5334

Shakeel_Barkat@capgroup.com, Brian_Casey@capgroup.com, SXV@capgroup.com, and

ANJM@capgroup.com

CARE.COM, INC.

Kristin Skahan, 781-795-7306, KSkahan@care.com

FPA National Capital Area Newsletter Page 22 August 2016

2016 PLATINUM SPONSORS CONTINUED

CAVANAL HILL FUNDS

Joe Mondell, 410-409-2310, JMondell@cavanalhill.com

FIDELITY INVESTMENTS

Russ Kubie, 617-279-3492, Russell.Kubie@fmr.com and Tim Buick, Timothy.Buick@fmr.com

MOTLEY FOOL FUNDS

Lenore Reiner, 703-254-1558, LReiner@foolfunds.com

SCHWAB ADVISOR SERVICES

Robert Ciullo, 703-506-8243, Robert.Ciullo@schwab.com

THORNBURG INVESTMENT MANAGEMENT

Dan Reilly, 877-215-1330, ext. 7299, Dreilly@thornburg.com

FPA National Capital Area Newsletter Page 23 August 2016

2016 GOLD SPONSORS

ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK

Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367

azullo@accessnational.com and dlinthicum@accessnationalbank.com

CATALYST FUNDS

Angele Ryan, 302-388-6900, APRyan@Catalystmutuals.com

DALTON EDUCATION

Nick Sitzberger, 404-994-5186, Nick@Dalton-Education.com

INVESCO

David Matheson, 240-654-7556, David.Matheson@Invesco.com

IVY FUNDS

Eugene Eignor, 703-266-8225, Mike Frank, 410-279-4554, and Jon Boldt

Eeignor@IvyFunds.com, Mfrank@IvyFunds.com and JBoldt@ivyfunds.com

FPA National Capital Area Newsletter Page 24 August 2016

2016 GOLD SPONSORS CONTINUED

JEFFERSON NATIONAL

Joe Richardson, 502-587-3837, JRichardson@JeffNat.com

MARKEL CAMBRIDGE ALLIANCE – A MARKEL SPECIALTY PROGRAM

Greg Severinghaus, (800) 431-1270, ext. 7925, gseveringhaus@MarkelCorp.com

NEUBERGER BERMAN

Dustin Schneider, 212.476.9103, Dustin.Schneider@nb.com

OSTERWEIS CAPITAL MANAGEMENT

Antoine Piron, 800-700-3316, antoine.piron@osterweis.com

FPA National Capital Area Newsletter Page 25 August 2016

2016 GOLD SPONSORS CONTINUED

PUTNAM INVESTMENTS

Brad Pheeney, 617-760-7206, and Kevin Monaghan

Bradford_Pheeney@putnam.com and Kevin_Monaghan@putnam.com

VIRGINIA 529

Lori Bennett, 804-225-3421, LBennett@Virginia529.com

WASHINGTON FIRST MORTGAGE

Will Gaines, 703-564-9129, wgaines@firstportfolio.com

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 26 August 2016

2016 SILVER SPONSORS

FEDERATED

Max Recker, 703-888-7679, MRecker@FederatedInv.com

PIMCO

Jennifer Quigley, 703-283-2838, Jennifer.Quigley@PIMCO.com

TD AMERITRADE INSTITUTIONAL

Jonathan Olver, 201-369-8307, Jonathan.Olver@TDAmeritrade.com

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 27 August 2016

2016 OFFICERS AND DIRECTORS

President: Dan Lash, CFP® - 703-356-4360, x703

VLP Financial Advisors, Board@FPANCA.org

Chair: Ken Robinson, CFP® - 703-327-7384

KCR Wealth Management, Board@FPANCA.org

President Elect: Bryan Beatty, CFP® - 703-506-0843

Egan, Berger, Weiner, LLC, Board@FPANCA.org

Treasurer: Howard Pressman, CFP® - 703-506-0843

Egan, Berger, Weiner, LLC, Board@FPANCA.org

Secretary and Advocacy Chair: Chris Rivers, CFP® - 202-887-8135

Armstrong, Fleming & Moore, Inc., Board@FPANCA.org

Programs: Melissa Sotudeh, CFP® - 240-268-1000

Halpern Financial, Board@FPANCA.org

Lisa Kirchenbauer, CFP® - 703-387-0919

Omega Wealth Management, LLC, Board@FPANCA.org

Membership: Parker Trasborg, CFP® - 703-425-0700

CJM Wealth Advisers, Ltd., Board@FPANCA.org

Carl Holubowich, CFP® - 202-887-8135

Armstrong, Fleming & Moore, Inc., Board@FPANCA.org

Sponsorships: Augie Zullo – 703-871-1344

Access National Mortgage, Board@FPANCA.org

Rose Price, CFP® - 703-356-4360

VLP Financial Advisors, Board@FPANCA.org

Social Events: Kirk Taylor, CFP® – 703-564-9109

1st Portfolio Wealth Advisors, Board@FPANCA.org

Public Relations: Yusuf Abugideiri, CFP® – 800-772-1887

Yeske Buie, Board@FPANCA.org

Allied Professionals: Jennifer Quigley, CFP® – 703-734-9300

Sullivan, Bruyette, Speros and Blayney, Board@FPANCA.org

NexGen: Lauren Grove, CFP® - 800-772-1887

Yeske Buie, Board@FPANCA.org

Aaron Clarke – 703-293-3100

Acorn Financial Services, Board@FPANCA.org

Mark Cecchini, CFP® - 703-734-9300

Sullivan, Bruyette, Speros and Blayney, Board@FPANCA.org

Pro Bono: Kathleen Sindell, PhD – 703-299-1700

GSCR, Inc., Board@FPANCA.org

Susan Chesson, CFP® - 540-931-9051

Focus Wealth Management, Ltd., Board@FPANCA.org

Executive Director: Peggy Nelson, 703-620-1712

FPA National Capital Area, Peggy@FPANCA.org