FPA Headlines - cdn.ymaws.com€¦ · FPA National Capital Area Newsletter Page 6 February 2019...
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FPA National Capital Area Newsletter Page 1 February 2019 A Pinnacle Award Level Chapter Recipient of FPA National’s Highest Level Awards for 20 Consecutive Years! Volume 20, No. 2, February, 2019 Web address: www.fpanca.org FPA Headlines The Newsletter of your local association Chris Rivers, CFP® President’s Message As January turns to March here in the National Capital Area, temperatures have turned bitterly cold outside, while elsewhere markets have warmed up to start the year. In our chapter, we enter February hot on the heels of another fantastic winter symposium on January 21 st . The program was packed with content aimed at improving client communication and elevating your practice. In addition, we presented awards to two of our Outstanding Award recipients, Dan Lash, winner of the Norma Severns Award for Leadership and Dick Vodra, winner of the Lifetime Achievement Award. Both awards were well deserved and a long time coming. Speaking of elevating your practice, on February 15 th we are holding our sixth annual Career Fair. This has been one of our most exciting new initiatives in recent years, connecting new grads and career changers with a strong pool of local firms and advisors looking to hire and train the next generation. Interviews and roundtable discussions take place all morning into early afternoon. Then at 3pm, we are thrilled to have Karen Schaeffer as our keynote speaker. In case you missed it, Karen recently received the Alexandra Armstrong Award for Lifetime Achievement in Financial Planning, from InvestmentNews. More on that here. On March 15 th at Bethesda Country Club, we’ll have Ben Lewis, FPA’s Director of Public Relations, presenting Media Training. That same day retired FBI agent Jeff Lanza will speak to us about preventing cybercrime and identity theft, in what is sure to be a timely and entertaining presentation. Continued on next page
Transcript of FPA Headlines - cdn.ymaws.com€¦ · FPA National Capital Area Newsletter Page 6 February 2019...
FPA National Capital Area Newsletter Page 1 February 2019
President’s Message Brian Jones, CFP®
Continued on page three
A Pinnacle Award Level Chapter Recipient of FPA National’s Highest
Level Awards for 20 Consecutive Years!
Volume 20, No. 2, February, 2019 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Chris Rivers, CFP® President’s Message
As January turns to March here in the National Capital Area, temperatures have turned bitterly cold outside, while
elsewhere markets have warmed up to start the year. In our chapter, we enter February hot on the heels of another
fantastic winter symposium on January 21st.
The program was packed with content aimed at improving client communication and elevating your practice. In
addition, we presented awards to two of our Outstanding Award recipients, Dan Lash, winner of the Norma Severns
Award for Leadership and Dick Vodra, winner of the Lifetime Achievement Award. Both awards were well deserved
and a long time coming.
Speaking of elevating your practice, on February 15th we are holding our sixth annual Career Fair. This has been one
of our most exciting new initiatives in recent years, connecting new grads and career changers with a strong pool of
local firms and advisors looking to hire and train the next generation.
Interviews and roundtable discussions take place all morning into early afternoon. Then at 3pm, we are thrilled to
have Karen Schaeffer as our keynote speaker. In case you missed it, Karen recently received the Alexandra
Armstrong Award for Lifetime Achievement in Financial Planning, from InvestmentNews. More on that here.
On March 15th at Bethesda Country Club, we’ll have Ben Lewis, FPA’s Director of Public Relations, presenting
Media Training. That same day retired FBI agent Jeff Lanza will speak to us about preventing cybercrime and identity
theft, in what is sure to be a timely and entertaining presentation.
Continued on next page
FPA National Capital Area Newsletter Page 2 February 2019
FPA membership pays for itself. Use your benefits today.
Continued from previous page
May 2nd is our annual charity golf tournament at 1757 Golf Club, the proceeds of which primarily benefit the
Foundation for Financial Planning, and its mission to provide pro bono financial advice to those in need. This is
always a fun day for a worthy cause.
Looking further down the road, mark your calendars now for our Spring Symposium on June 6th. We are working
hard to make this one of the best spring symposiums in recent memory. While the full schedule has not been
announced yet, I can share that we will have IRA expert Ed Slott as well as InvestmentNews contributing editor Mary
Beth Franklin speaking to us that day. Watch our website and emails for an announcement of the full lineup soon.
Lastly, I wanted to again thank everyone who came to our listening tour visit with FPA national’s representatives,
regarding the new OneFPA initiative. It was a successful day and our chapter’s voice was heard thanks to 30 plus
members who took time out of their work day to give feedback to FPA leadership. We’ll update you here as we
know more about any changes to the initiative based on our feedback. In addition, FPA leaders and staff will hold
two All-Member Virtual Listening Tour Meetings to share the OneFPA Network vision and draft plan with members
and to hear from members on their questions, concerns and ideas. Please register for one of these special meetings on
either February 5 or February 7!
Thank you for all that you do to serve your clients and advance our profession. If you have any comments or
suggestions about our chapter I would love to hear them. My email is [email protected].
All the best,
Chris Chris Rivers, CFP®
2019 FPA NCA President
FPA National Capital Area Newsletter Page 3 February 2019
FPA National Capital Area Newsletter Page 4 February 2019
2019 FPA NCA EVENT SCHEDULE
Details on our activities are published on our web site at www.fpanca.org
Friday, February 15, 2019 – FPA NCA Career Day, Herndon, VA
Tuesday, March 12, 2019 – NexGen Study Group, McLean, VA
Thursday, March 14, 2019 – Media Training and Member Luncheon, Bethesda, MD
Thursday, May 2, 2019 – Charity Golf Classic
Thursday, June 6, 2019 – Spring Symposium, Herndon, VA
Please check Website for New Details! More 2019 Events Open Soon!
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.
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.
Register for the All-Member Virtual Listening Tour Visit on February 5 or February 7
FPA members have received an invitation to attend an All-Member Virtual Listening Tour Meeting. There are two options for dates to attend - February 5 and 7.
FPA National Capital Area Newsletter Page 5 February 2019
STILL TIME TO
REGISTER FOR
KEY NOTE SPEAKER
AND
HAPPY HOUR!
FPA National Capital Area Newsletter Page 6 February 2019
MARCH 14, 2019
Bethesda Country Club, Bethesda, MD
Media Trianing – 9:00 am – 11:30 am
Buffet Lunch – 11:30 am
Key Note Speaker – Jeff Lanza – 12Noon – 2:00 pm
Program ends by 2:00 pm
See Bio for Jeff Lanza on next page – Retired FBI Agent,
speaking on Cyber Security
Don’t Miss this GREAT PROGRAM!
SAVE THE DATE!
CHARITY GOLF CLASSIC
MAY 2, 2019 – 1757 Golf Club, Dulles, VA
Join as a Sponsor, a Player, or Attend Dinner!
Registration Open ono Website!
FPA National Capital Area Newsletter Page 7 February 2019
FPA National Capital Area Newsletter Page 8 February 2019
SPRING SYMPOSIUM BOOKED!
THURSDAY, JUNE 6, 2019
DULLES HYATT, HERNDON, VA
TWO KEY NOTE SPEAKERS BOOKED!
ED SLOTT
AND MARY BETH FRANKLIN
MORE DETAILS SOON! REGISTRATION OPEN ON WEBSITE NOW!
FPA National Capital Area Newsletter Page 9 February 2019
Upcoming Webinars and Podcasts
Journal in the Round: Tax Reform Round-Up
February 6 | 2 - 3 pm ET | Free to Members 1 CFP CE Credit | Rebroadcast
Navigating the College Funding Maze and Helping Families Cut the Cost of Higher Education
February 13 | 2 - 3 pm ET | Free to Members 1 CFP CE Credit
Ethics CE: CFP Board’s Revised Code and Standards – Elevating the Profession
February 20 | 2 - 4 pm ET | 2 CFP CE Credits
Journal in the Round: Solving the FAFSA Puzzle with Clients
February 27 | 2 - 3 pm ET | Free to Members 1 CFP CE Credit
FPA National Capital Area Newsletter Page 10 February 2019
FPA Annual Conference 2018 Recordings
Up to 15 CFP CE Credits Available
You're a Financial Planner; Now What?
Weekly Podcast by Hannah Moore, CFP® | Subscribe to #YAFPNW on iTunes, Stitcher or Other Podcast Players
FPA Business Resource Center
FPA Group LTD Open Enrollment Information Webinars
January 29, February 5 and February 12 | 3 pm ET Free to Members
FPA NCA Past Presidents Advisory Council (PPAC)
Gary Altman, JD, CFP Alexandra Armstrong, CFP Tracey A. Baker, CFP
Bryan Beatty, 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 Daniel P. Lash, CFP®, AIF®
I. Edward Markley, CFP Jack May, CFP James McGrath, CPA, CLU, CFP
Helen Modly, CFP, CPWA Edward O’Hara, CFP, EA Christine Parker, CFP
Howard Pressman, CFP® Michael J. Rebibo, CFP Judy L. Redpath, AIF, CFP
Ken Robinson, 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 11 February 2019
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 12 February 2019
MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!
We are proud to announce FPA membership anniversaries for 2018!
Five Year Members Janet White, Eric Sanders, Kelly Wright, Mark Martin, Brett Roper, Andrew Miller, Meghan Lusk, Eric Scruggs, Leonard
Cohen, Paul Meloan, Drew Gillespie, Nicholas O’Gwin, Tracey Vollmer, Katherine Liola, Daniel Jossen,
Liliana Molina, James David, Shellie Peters, Kathleen Hastings, Christopher Shiring, William Tomlinson,
Jason Adams, John Stone, Albert Teplin, Jason Dall’Acqua, Alex Seleznev, Drew Howell, Josh Goulding, Dan Serra,
Tanina Linden, Brian Swanson, Candace Lee, Brian Lipps, Morgan McGovern, Biola Barkare, Stuart Sutphin, Brian Mackin,
Gerald LaHaie, Adele Zilber, Jeffrey Lippman, Michael Duprey, Jeremy Meek, Virgil Willard, Ann Schnorrenberg,
Kelly McNerney, Mukesh Patel, Neal Abravanel, Scarlet Che, Gregory Smith, Evan Beach, William Kirk Taylor,
Cornelia Mallari, Marc Weymeyer, Christina O’Connell, Frances Fang, Dawn Doebler, David McCormick-Goodhart,
Charles Gray, Edward Lara, Diane Dziedzic, Mitch Neitzey, Brian Krawiec, William Reuter
Ten Year Members
Amy English, Brad Long, Cynthia Irving, George Reilly, Mary McCormick, Christopher Schreiner, Josh Halpern,
Carl Holubowich, Alison Majors, Stephanie Anderson, Joshua Mason, Amira Tart, Michael Fuhr, Brett Nelson, Joel Cundick,
Jo Powell, Tracy Heichelbech, Debritu Kassa, Kathleen Sindell, Brad Avery, David Brower, Curtis Sheldon, Melissa Sotudeh,
Scott Hughes, Daniel Trumbower, Lily Poy, Carmen Wu, Larry Rosenthal, Russell Robertson, Todd Growney,
David Hainsworth, Jason Dahl, Nathaniel Massey, Susan Leonard, Suzanne Alexis Grason, Debbie Parker, Kenneth Coan,
Maureen Bigger, Frances Goldman, Gillian Curran, Christine Damico
Fifteen Year Members
Deborah Bowles, Thomas Conway, Lawrence Beavers, Mark Weber, Kathleen Sulik, Mark Rizzieri, Kim Mason,
Tom O’Bryon, John Estes, Tommie Monez, J. Anthony Fulkerson, J. Laing Bowles, Tina Babicz, Barbara Heft,
Kristan Anderson, Hilary Carroll, Robert McCarthy, Tim Wesling, Jon Yankee, Jeffery Hamblen, Charles Evans,
Cristiano Marchiori, M. David Goldstein, John Cermak, Carl Vail, Thomas Warren, John Williams, David Carlson, Gary Ingram,
Julia Connell, Patrick Beagle, Bryan Beatty, Gary Howard
Twenty Year Members
Bradley Sheahan, William Price, Shimson Plotkin, Katarzyna Kusmierz, William Lascelle, S. Cabell Nelson, Helen Modly,
John Ellison, Kevin Cox, Dean Umemoto, Edward Zurndorfer, Melvin Brenner, Kimberly Cox, Brenda Blisk, Arthur Stein,
Maria Smith, B. Curtis Smith, John Dolan, H P Wittman, Kenneth Watter, James Henderson, Steven Weisman, Rob Hoxton,
David McKee, Vijay Khetarpal, Barry Glassman, Paul Bennett, Richard Pinion, Richard Cernohorsky, LeCount Davis,
James Warring, Paul Hartley, Michael Burns, Bonnie Berry, Wayne Zussman, Michael Egan
Twenty-Five Year Members Mike Kalas, Frederick Cornelius, Edwin Handley, Joseph D’Orazio, Michael Rebibo, Jo Thomson, Newt Pendleton,
Mary Sue Wechler, U. Calvin Brown
Thirty Year Members Haydee Toedtman, Ed O’Hara, Elisa Buie, Michael Tievy, Roger Griffith
Thirty-Five Year Members J. Stephen Bauserman, Thomas Kestler, Glenn Holtje, Glen Buco, Joel Stillman, Debora May, John Campbell, Victoria
Trumbower, Bruce Vaughn, Dennis Gurtz, Steve Bingham, Paul Yurachek, John Prokopchek, Andrew Gross, Jerry Hanwell
Forty-Five Year Members Michael DeFazio, Robert Tucker, Sally Law, Jeffrey Hahn, W. Thomas Curtis
FPA National Capital Area Newsletter Page 13 February 2019
FPA National Capital Area Newsletter Page 14 February 2019
FPA National Capital Area Newsletter Page 15 February 2019
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.
2019 PLATINUM SPONSORS
ALTMAN & ASSOCIATES
Gary Altman, (301) 468-3220, [email protected]
AMERICAN FUNDS
Brian Casey, Antonio Bass, and Jon Boldt, 877-421-5334
[email protected], [email protected], [email protected], and
DPL FINANCIAL PARTNERS
Cody Williams, 502-398-6771, [email protected]
FAIRWAY MORTGAGE CORPORATION
Todd Jarvis, 703-371-1469, [email protected] and
Will Gaines, 703-401-0241, [email protected]
FPA National Capital Area Newsletter Page 16 February 2019
2019 PLATINUM SPONSORS CONTINUED
FLEXSHARES
Vernon Biggs, 312-557-3405, [email protected]
HINES SECURITIES
Mike Kondras, 609-221-8735, [email protected]
LEGG MASON & Co., LLC
Eric Kruk, 410-340-5235, [email protected]
MFS FUND DISTRIBUTORS, INC.
Emily Dupre, and Stephen Burkhardt
[email protected], [email protected]
RUSSELL INVESTMENTS
Tom Flynn, 202-631-6865, [email protected] and
Peter Wittry, 414-203-5843, [email protected]
FPA National Capital Area Newsletter Page 17 February 2019
2019 PLATINUM SPONSORS CONTINUED
SCHWAB ADVISOR SERVICES
Dennis Parlante, [email protected]
2019 GOLD SPONSORS
AMERICAN CENTURY INVESTMENTS
Nate Morris, [email protected]
ASSET MARK
C. Shane Chareonchump, CFP®, 202.297.4815, [email protected]
and John Buchanan, [email protected]
FIDELITY INVESTMENTS
Russ Kubie, 617-279-3492, [email protected], and Joseph Carbone, 401-641-1174,
FPA National Capital Area Newsletter Page 18 February 2019
2019 GOLD SPONSORS CONTINUED
FIRST EAGLE FUNDS
Sean O’Brien, 202-270-3082, [email protected]
HARTFORD FUNDS
Jeremy Blubaugh, 202-810-2815, [email protected], and
Brian Marks, 610-405-4882, [email protected], and
John Callahan, 610-387-2045, [email protected]
INVESCO
Chad R. Morgan, CFA, 630-280-4537, [email protected]
Eugene Eignor, 703-266-8225, Mike Frank, 410-279-4554
FPA National Capital Area Newsletter Page 19 February 2019
2019 GOLD SPONSORS CONTINUED
NATIONWIDE
Joe Richardson, 502-587-3837, [email protected]
OSTERWEIS CAPITAL MANAGEMENT
Antoine Piron, 800-700-3316, [email protected]
SANDY SPRING BANK – MORTGAGE DIVISION
Mike Eastman, 703-906-4716, [email protected]
THORNBURG INVESTMENT MANAGEMENT
Dan Reilly, 877-215-1330, ext. 7299, [email protected]
TRANSAMERICA
Chris Parks, CFPC, 202-439-7311, [email protected] and Carissa Miller,
FPA National Capital Area Newsletter Page 20 February 2019
2019 GOLD SPONSORS CONTINUED
VANGUARD
Tom Galgano, CFA, 516-509-5572, [email protected]
VIRGINIA 529
Rebecca Lyons, [email protected]
2019 SILVER SPONSORS
AMUNDI PIONEER ASSET MANAGEMENT
John Harrington, 301-767-5299, [email protected]
TD AMERITRADE INSTITUTIONAL
Ray Adams, 804-986-6155, [email protected]
T. ROWE PRICE
Victor Pita, [email protected]
FPA National Capital Area Newsletter Page 21 February 2019
2019 OFFICERS AND DIRECTORS
PRESIDENT: CHRIS RIVERS, CFP® - 202-887-8135
ARMSTRONG, FLEMING & MOORE, INC., [email protected]
CHAIR: HOWARD PRESSMAN, CFP® - 703-506-0843
EGAN, BERGER, WEINER, LLC, [email protected]
PRESIDENT ELECT: PARKER TRASBORG, CFP® - 703-425-0700
CJM WEALTH ADVISERS, LTD., [email protected]
TREASURER: ROSE PRICE, CFP® - 703-356-4360
VLP FINANCIAL ADVISORS, [email protected]
SECRETARY AND CHAIR OF ADVOCACY DAY: SUSAN CHESSON, CFP® - 703-760-3673
BUCKINGHAM STRATEGIC WEALTH, [email protected]
SPONSORSHIPS: CARL HOLUBOWICH, CFP® - 202-887-8135
ARMSTRONG, FLEMING & MOORE, INC., [email protected]
SPONSORSHIPS: KIRK TAYLOR, CFP® – 703-847-2500
WEST FINANCIAL SERVICES, INC., [email protected]
PROGRAMS: AARON CLARKE, CFP® - 240-268-1000
HALPERN FINANCIAL, INC., [email protected]
PROGRAMS: SAM BOYD, CFP® - 240-482-4001
CAPITAL ASSET MANAGEMENT GROUP, [email protected]
MEMBERSHIP: CATHERINE MULCAHY, CFP® - 703-940-5915
ALEXANDRIA CAPITAL, [email protected]
MEMBERSHIP: VERNON BIGGS – 312-557-3405
FLEXSHARES, [email protected]
SOCIAL EVENTS: KELLY MCNERNEY, CFP® - 703-889-1111
FJY FINANCIAL, [email protected]
PUBLIC RELATIONS: CHRIS MELLONE, CFP® - 703-356-4360
VLP FINANCIAL ADVISORS, [email protected]
ALLIED PROFESSIONALS: SHELLIE PETERS, CFP® - 301-656-1200
THE COLONY GROUP, LLC, [email protected]
NEXGEN: EMILY PURDON, CFP® - 703-734-9300
SULLIVAN, BRUYETTE, SPEROS AND BLAYNEY, [email protected]
NEXGEN: EMILY HARPER, CFP® - 703-504-9600
MONUMENT WEALTH MANAGEMENT, [email protected]
PRO BONO: CORYN ROSENSTOCK, ESQ. – 301-468-3255
ALTMAN ASSOCIATES, [email protected]
PRO BONO: CANDACE LEE, CFP® - 703-534-4444
GLASSMAN WEALTH SERVICES, [email protected]
EXECUTIVE DIRECTOR: PEGGY NELSON, 703-620-1712
FPA NATIONAL CAPITAL AREA, [email protected]
