FPA National Capital Area Newsletter Page 1 December 2013

President’s Message Brian Jones, CFP®

Continued on page three

A Pinnacle Award Level Chapter Recipient of FPA National’s Highest

Level Award for 12 Consecutive Years!

Volume 14, No. 12, December, 2013 Web address: www.fpanca.org

FPA Headlines The Newsletter of your local association

Ryan M. Fleming, CFP® President’s Message

Happy holidays to everyone. Hope you enjoyed a great Thanksgiving, are enjoying this early Chanukah and are

looking forward to a festive Christmas. We wrap up our year long before New Year’s, so if we don’t see you at the

next event, we hope you end the year on a good note and are looking forward to seeing you next year.

Our December is typically not very outwardly busy – just a single luncheon. This year’s wrap-up lunch is Thursday,

December 12th

at Maggiano’s in Tysons from 11 a.m. to 2 p.m. After that, we just work behind the scenes to

transition board committees, knowledge, and volunteers from one committee to another. We’re also finalizing plans

for the first few meetings of 2014.

This December’s lunch meeting, featuring local tax lawyer John Dedon presenting a “Year End Tax Planning

Update,” includes our annual election of the 2014 FPA-NCA board along with a big thank you to our volunteers –

this is also our volunteer appreciation day for the chapter. With that in mind, we are going to have volunteer sign-

up posters at the event. NexGen members have indicated a desire to volunteer, and several will be coming to the event

just to sign up for FPA-NCA committees. We will also have a gift for each Attendee at this meeting to express our

appreciation for all that our members do to help our chapter, our pro bono events and our many activities throughout

the year.

And while we’re on my favorite topic – integrating the next generation of planners firmly into our chapter and our

businesses – we are thrilled to share some November news with you. The national FPA NexGen membership has

elected as its 2014 President-elect our own board member, Laurie Belew. Congratulations to Laurie! She takes her

role of inspiring the next generation of planners seriously, and has driven our chapter’s NexGen programs to be

among the best in the country. Laurie has encouraged the chapter to be both inclusive and supportive of NexGen’s

membership. She brought innovative ideas to our National Capital Area Board, including February’s Career Fair. We

look forward to seeing Laurie’s growth on the national stage.

Continued on Page Two

FPA National Capital Area Newsletter Page 2 December 2013

UPCOMING FPA NATIONAL CAPITAL AREA PROGRAMS Please see Program details in this Newsletter!

Thursday, December 12, 2013 – Member Luncheon, Maggiano’s Restaurant, McLean, VA

Friday, January 31, 2014 – Ethics Course – Dulles Hyatt, Herndon, VA

Friday, January 31, 2014 – Winter Symposium – Dulles Hyatt, Herndon, VA

Friday, February 21, 2014 – Career Day and Professional Development Program – Maggiano’s, McLean, VA

Please register for these programs on-line at www.fpanca.org. More details and events to be posted soon! Please check

our web site for complete details on our events!

Continued from Page One

If you have not already, remember to register for our Winter Symposium by December 15 in order to receive the

early bird price for this terrific event. Our Chair, Rita Cheng, has lined up a great program for this event. Please see the

schedule for the day in this Newsletter. We anticipate that we will have 6 CE approved, plus our 2 CE for the Ethics

Course. Don’t miss your chance to knock out a great portion of your required credits, while still finding time to network

with colleagues and engage with our sponsors.

As mentioned above, we are excited to announce our inaugural Career Day on February 21, 2014. Look for the flyer

later in this newsletter (along with Peggy’s dozens of emails to come – I promise), and register early for this event.

Several chapters have been successful in integrating a career fair. We will have interviewing firms, job seekers seeking

full- and part-time employment and internships, and we will have a wonderful professional development program over

lunch with networking and speakers. You will not want to miss this day packed with opportunities! More importantly, it

is a chance for our chapter to establish something meaningful for the profession. Please consider coming out to

interview a CFP-candidate from one of the nearly two dozen programs we’ve reached out to.

Our 2014 calendar will be available soon. For the regulars, we look forward to seeing you each month. If you didn’t

attend an event in 2013, please try to join us for one event in 2014 – we would love to spend some time with you.

We wish you a wonderful holiday season and a happy, healthy and prosperous New Year! Thanks for taking a few

minutes to read this note. As always, if you have any questions, concerns, suggestions, or just want to say hi, please feel

free to reach out to me or any of my fellow board members. All of our contact info is on the last page of the newsletter,

every month, and our new Board info for 2014 will be posted in January. Looking forward to seeing you at one of our

events.

Best regards,

Ryan M. Fleming, CFP®

2013 President, FPA of the National Capital Area

FPA National Capital Area Newsletter Page 3 December 2013

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

mcheng@blueoceanglobalwealth.com. 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.

Member Luncheon Featuring

John Dedon of Oden, Feldman and Pittleman, PC

"Year End Tax Planning Update"

December 12, 2013 – Maggiano’s Restaurant, McLean, VA

Check in – 11:30AM – Program 12 – 2PM

Don't miss this great program!

2 CFP CEU, 2 CIMA CEU, 2 VA Insurance, 2 MD Insurance Approved! 2 CPA CPE Offered!

Members - $35 -- Non-Members - $55

John Dedon is a tax lawyer with a talent for explaining the complexities of tax law in lay terms. Working in the estate

planning, asset protection and business areas for almost 30 years, John helps clients preserve assets and plan for the

future with traditional planning tools, including Trusts (dynasty trusts, intentionally defective trusts, grantor retained

annuity trusts), LLC and partnership entities, and cutting edge concepts such as cryonic preservation trusts. John also

works extensively in the charitable area, creating public and private charities, remainder and lead trusts, Supporting

Organizations, and Churches.

John received an AV Rating, the highest rating given by Martindale-Hubbell® Peer Review Ratings™ for his legal

ability and general ethical standards. In November 2012, he was included among the Washington, D.C. area’s “Top

Money Advisers” in Washingtonian magazine’s "Guide to Financial Planning." John has been listed among Virginia

Business magazine’s “Legal Elite” five times for Taxes, Estates, and Trusts. He also was selected by his peers for

inclusion in The Best Lawyers in America® listing for Trusts and Estates in 2014.

John has been quoted extensively in newspapers throughout the country, including the Wall Street Journal,

Washington Post, and Chicago Tribune. He has written numerous articles for professional journals and publications

on tax issues and speaks on tax matters and wealth preservation issues for health care providers, certified public

accountants, lawyers, financial planners, and the public. He is also the author of the blog, Dedon on Estate Planning,

a regularly updated discussion of estate planning topics affecting Virginia residents and U.S. citizens.

FPA National Capital Area Newsletter Page 4 December 2013

PLEASE VOTE NOW! Proposed 2014 Officers and Directors

The Proposed Board of Directors for 2014 is listed below. This Membership Announcement requests your approval

for the proposed slate. Please return your vote as soon as possible to PeggyNelson8@verizon.net. We need your vote

in written form for approval of our 2014 Board. Please include your name on your email when voting so that we have

a record of the members who voted. You may APPROVE the Proposed Slate; you may write-in candidates to the

Proposed Slate; or you may vote AGAINST the Proposed Slate (or portions thereof).

In addition, our membership meeting will be held on Thursday, December 12, 2013 at Maggiano’s Restaurant of

Tysons Corner, McLean, Virginia at approximately 11:30 a.m. This meeting will be prior to our monthly program

scheduled for that day. At this meeting, we will request your voice approval of our proposed slate. We will accept

nominations from the floor that day, as well. We notify our membership of the proposed Board and request votes from

our membership in written format, as well as at our Membership Meeting, in order to be assured of reaching a quorum

of responses necessary for approval and to follow the procedures outlined in our By-Laws. Thank you for your help in

electing our new 2014 Board of Directors.

2014 PROPOSED OFFICERS:

Ryan Fleming, CFP, Chair Helen Modly, CFP, President

Ken Robinson, CFP, President-Elect Dan Lash, CFP, Treasurer

Bryan Beatty, CFP, Secretary and Chair of Capitol Hill Day

2014 PROPOSED DIRECTORS:

Tommie Monez, CFP, Programs Co-Director

Jon Yankee, CFP, Programs Co-Director

Augie Zullo, Sponsorships Co-Director

Howard Pressman, CFP, Sponsorships Co-Director

Melissa Sotudeh, CFP, Facility Requirements & Social Events Co-Director

Josh Halpern, CFP, Facility Requirements & Social Events Co-Director

Tracey Baker, CFP, PR/Media Relations & Communications Director

Chris Rivers, CFP, Membership Co-Director

Patricia Ludwig, CFP, Membership Co-Director

Kathleen Sindell, PhD, Pro Bono Co-Director

Solon Vlasto, CFP, Pro Bono Co-Director

Parker Trasborg, CFP, Professional Development Director

Ilene Brostrom, CFP, Professional Development Director

Laurie Belew, CFP, NexGen Director

FPA National Capital Area Newsletter Page 5 December 2013

FPA National Capital Area Presents:

The 2014 Winter Educational Symposium

Friday, January 31, 2014 – Dulles Hyatt, Herndon, VA

Time Type Speaker Topic

6:00 - 6:45 am Ethics Check-in Please visit our Sponsors

6:45 - 8:45 am Ethics

Dan Candura, CFP® Ethics Training

8:00 - 9:00 am General Check-in Please visit our Sponsors

9:00 am Opening

Remarks

Rita Cheng, CFP®

Symposium Chair

9:10 -10:00 am Session 1

Carolyn McClanahan,

CFP® Healthcare Reform

10:00 -10:50 am Session 2

Bob Doll, Chief Equity

Strategist with Nuveen Market Commentary

10:50 -11:20 am Break Please visit our Sponsors

11:20 -12:10 pm Session 3

Manish Malhorta & Wade

Pfau, CFA, PhD

An Efficient Frontier for

Retirement Income &

What Retirement income

Strategies Work

12:10 - 1:10 pm Lunch

1:10 - 1:30 pm FPA National

Speaks

Michael Branham, CFP® FPA Update

1:30 - 2:25 pm Session 4

Carol Craigie, CFP®

How behavioral Finance

affects client retirement

and investment portfolios

2:25 - 3:00 pm Break Please visit our Sponsors

3:00 - 4:00 pm Session 5

Lori Epstein, JD

Estate Planning for the

Modern Family

Continued on Next Page

FPA National Capital Area Newsletter Page 6 December 2013

4:00 - 4:50 pm Session 6

Kathleen Burns Kingsbury

Essential Skills for

Advising Women in

Couples

4:50 - 5:00 pm Closing Remarks

Helen Modly, CFP®

5:00 - 6:00 pm Networking

Cocktail

2 Ethics CFP CEU – and 2 CIMA CE 6 CFP CEU, 6 MD, 6 VA, 6 CIMA, 6 CPA CPE – Pending Approval

Register on line at www.fpanca.org

Early Bird Rate: $275 for Members - $325 for Non-Members until December 15, 2013

After December 15, 2013 – Members $325 – Non-Members $375 until January 10, 2014

After January 10, 2014 – Members $375 – Non-Members $425

PRE-REGISTRATION REQUIRED – SEATING IS LIMITED

PAYMENT MUST BE RECEIVED IN ORDER TO CONFIRM REGISTRATION

Please note that no cancellations and/or refunds can be accepted after January 10, 2014.

Cancellations received prior to January 10, 2014 will be subject to a $100.00 cancellation

fee. All refunds will be made in check form if cancellation and/or over payment meets the

stated policy.

If you are attending the CFP Ethics Course, as well as the Symposium, TWO DIFFERENT

REGISTRATION FORMS must be completed, one for each program, so that we plan

appropriate materials. Thank you!

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 7 December 2013

FPA NCA Receives National Recognitions for Outstanding Achievements

FPA National recognizes chapters that meet specified criteria of achievement through the Roadmap to Success. This

program contains two parts— Roadmap to Success and Outstanding Achievement Awards. The Roadmap to Success

is based on basic standards that have been identified as benchmarks of successful chapters. The Outstanding

Achievement Awards are selected from several chapter operational areas.

Outstanding Achievement Awards

FPA NCA Chapter Leaders submit an application of Outstanding Achievement Awards every year. Awards are

geared for chapters with over 250 members and chapters with under 250 members. This year FPA NCA received two

Outstanding Achievement Awards. In 2013 no other chapter received two of these nationally recognized awards.

2013 Outstanding Achievement Award for Membership

FPA NCA has three Outstanding member Awards which have become respected and somewhat coveted awards for

members. The award is the highest form of professional peer recognition in the chapter and members are truly

honored to be selected.

This program began in 2001 and nominations are open to all members. In late winter, the chapter begins to publicize

the nomination period in the online newsletter, at meetings and symposia and members are allowed to nominate and

vote for themselves or other members. A nominating committee is formed with the president-elect traditionally being

the chairperson and he or she recruits a blend of newer and older past presidents for the committee. The chapter has

developed three award categories:

1. Financial planner of the year

2. Norma Severns Award for Leadership (formerly Outstanding Service)

3. Life time Achievement Award

2013 Outstanding Achievement Award for Other

The second Outstanding Achievement Award was for the 20th

anniversary of the Annual Charity Golf Event. This

year the chapter worked with the Foundation of Financial Planning (the Foundation) to capture best practices from

the golf event, so the Foundation could pass the best practices on to other chapters. The event raised $16, 275 for

charitable beneficiaries, which by leveraging the TD Ameritrade matching pledge to the Foundation, resulted in a

total charitable benefit of $29, 295. FPA NCA handled all duties related to the event, including sponsorship

requirements, and prospecting for and collecting sponsorships (both in dollars and gift and raffle items). The chapter

promotes the tournament and the Foundation via the chapter newsletter, blast emails, chapter website, chapter blog

posts, chapter social media accounts, and in-meeting reminders at chapter functions. The chapter has created a

sponsor acknowledgement pack to thank and promote those that assist with the tournament.

With the chapter’s assistance, the Foundation was able to create a manual for a Charity Golf event that can be shared

with other chapters striving to accomplish the same goal.

For additional information about these programs contact: Peggy Nelson, Chapter Executive 703-620-1712 or

PeggyNelson8@verizon.net.

FPA National Capital Area Newsletter Page 8 December 2013

FPA National Capital Area Newsletter Page 9 December 2013

TAXATION INTERVIEW PROGRAM 2014

Georgetown Law is again partnering with New York University School of Law to sponsor the nation's premier

recruitment program for graduate tax students, the Taxation Interview Program (TIP). TIP enables private and

public sector employers to interview, on one day (March 7, 2014) and in one place (Embassy Suites Hotel,

Washington, D.C.), current LL.M. in Taxation students from Georgetown Law and NYU Law. Georgetown Law

students pursuing a Certificate in Estate Planning, together with an LL.M. in Taxation, will also participate in

TIP.

Since 2001, top law firms, government agencies, corporations, and major accounting firms from across the

country have participated in the Taxation Interview Program. Employers can pre-screen candidates for

interviews, and they can also participate in TIP through a resume collection option.

Georgetown Law cordially invites you and your organization to participate in TIP 2014. If you are not involved

in hiring at your organization, please feel free to pass this message along to the hiring department. For further

information about TIP, please view the TIP brochure [http://www.law.georgetown.edu/academics/academic-

programs/graduate-programs/careers/recruitment/taxation-interview-program/upload/TIP-2014-Brochure.pdf]

and visit the TIP website [http://www.law.georgetown.edu/graduate/TIP]. Employer registration is available

online and will remain open until January 29, 2014.

FPA National Capital Area Newsletter Page 10 December 2013

WE WELCOME OUR OCTOBER AND NOVEMBER 2013 NEW MEMBERS!

Angelique Ayala Victor Barcolleh Manna Capital Management 30 Thorton Hall Rd 6521 Arlington Blvd Suite 502 Kearneysville, WV 25430-2865 Falls Church, VA 22042 Phone: Email: vbarcoll@gmail.com Phone: Email: Angelique@mannacapitalmanagement.com Kelly Campbell CFP® Todd Cole CFP® Campbell Wealth Management Ameriprise Financial 700 S Washington St Suite 220 6400 Goldsboro Rd Ste 550 Alexandria, VA 22314 Bethesda, MD 20817 Phone: (703) 535-5300 Email: Phone: Email: Todd.A.Cole@AMPF.com betsy@campbellwealth.com Taylor Covey Stephen Daly PO Box 385 1858 California St Apt 32 Shepherdstown, WV 25443 Washington, DC 20009 Phone: (304) 299-4882 Email: Phone: Email: write2daly@gmail.com tcovey@rams.shepherd.edu

Dawn Doebler CFP® Steven Donald Madison Wealth Management Spire Investment Partners, LLC 101 Wirt St SW 7918 Jones Branch Dr Suite 750 Leesburg, VA 20175 McLean, VA 22102 Phone: Email: Phone: Email: steven.donald@spireip.com ddoebler@madisonadvisors.com Diane Dziedzic Robert Engel 2004 Annies Way 344 Maple Ave W Ste 288 Vienna, VA 22182 Vienna, VA 22180 Phone: Email: dziedzic.dianelk@gmail.com Phone: Email: robertwengel@gmail.com Brian Gracia CFP®, ChFC® Charles Gray BNY Mellon, NA 1621 10th St S 1250 H Street NW Suite 1100 Arlington, VA 22204 Washington, DC 20005 Phone: Email: cg45802@gmail.com Phone: (202) 624-7963 Email: brian.gracia@bnymellon.com

Michelle Harlow Atena Hashemoghli 2917 Bowers Rd 1512D Summerchase Ct Kearneysville, WV 25430 Reston, VA 20194 Phone: (210) 842-2488 Email: Phone: Email: mharlo02@rams.shepherd.edu atena.hashemoghli@gmail.com

FPA National Capital Area Newsletter Page 11 December 2013

WE WELCOME OUR OCTOBER AND NOVEMBER 2013 NEW MEMBERS!

Star Henderson Daniel Jackson 3517 Slade Run Dr 2144 University Station Falls Church, VA 22042 Clemson, SC 20175 Phone: Email: star@armywifenetwork.com Phone: Email: dejacks@g.clemson.edu Grant Joiner Akhtar Khan Charles Schwab 36 Agora Ct Apt 100 1845 K St NW Shepherdstown, WV 25443 Washington, DC 20006 Phone: (301) 237-7386 Email: Phone: Email: grant.joiner@schwab.com akhan@rams.shepherd.edu

Brian Krawiec CFP® Edward Lara CFP® 130 Thurgood St Lara, May & Associates, LLC. Gaithersburg, MD 20878 7600 Leesburg Pike Suite 120 East Phone: Email: briankrawiec@yahoo.com Falls Church, VA 22043 Phone: Email: Ronl@laramayllc.com Xin Li Yinzhe Li 2000 S Eads St Apt 1112 1400 S Joyce St Apt 519 Arlington, VA 22202 Arlington, VA 22202 Phone: Email: xli105@jhu.edu Phone: Email: liyinzhe297@gmail.com Beverly Luckett Adam Ludwick 14710 Briarley Place 54 Cheswick Dr Upper Marlboro, MD 20774 Martinsburg, WV 25403 Phone: Email: BLuckett18@gmail.com Phone: (304) 283-2947 Email: adambludwick@gmail.com

Jared Lund David McCormick-Goodhart CFP® Schaeffer Financial Triton Wealth Management, LLC 4612 Great Oak Rd 60 Market St Ste 207 Rockville, MD 20853 Gaithersburg, MD 20878 Phone: Email: jaredmlund@gmail.com Phone: Email: david@tritonwm.com John Modzelewski Chris Paxson 313 N Greenbrier St 79 Arbor Shade Dr Arlington, VA 22203 Inwood, WV 25428 Phone: Email: JohnMod2@gmail.com Phone: (304) 268-6409 Email: cpaxso02@rams.shepherd.edu Howard Perlroth William Reuter Gartenhaus Financial 46049 Adams Ct 9210 Corporate Blvd Ste 370 Lexington Park, MD 20653 Rockville, MD 20850 Phone: Email: breuter1@verizon.net Phone: Email: hperlroth@gartenhaus.com

FPA National Capital Area Newsletter Page 12 December 2013

WE WELCOME OUR OCTOBER AND NOVEMBER 2013 NEW MEMBERS!

Michael Reyes Norman Scherer 5933 Dungeness Lane Scherer Financial Advisors Alexandria, VA 22315 1718 Cody Dr Phone: Email: Silver Spring, MD 20902 michael.reyes@morganstanley.com Phone: Email: norman@schererfa.com Christopher Sewell James Steele CFP® Chris Sewell Strategist LLC 7317 Westerly Lane 14625 Baltimore Ave Ste 259 McLean, VA 22101 Laurel, MD 20707 Phone: Email: james_steele@cox.net Phone: Email: chrisjaysewell2@gmail.com Trenten Stemple Biyu Wang 3970 Ridge Rd 2000 S Eads St Apt 203 Shepherdstown, WV 25443 Arlington, VA 22202 Phone: (304) 820-4790 Email: Phone: Email: bwang39@jhu.edu tstemp03@rams.shepherd.edu

Yimin Wang Mark Woodward CFP® 1325 15th St NW Apt 400 Blue Ocean Partners, LLC Washington, DC 20005 410 Pine St SE Ste 150 Phone: Email: yimin.d.wang@gmail.com Vienna, VA 22180 Phone: Email: mwoodward@blueoceanprtnrs.com Zi Yi Huiting Zhang 2111 Jefferson Davis Hwy 1108S 1400 S Joyce St Arlington, VA 22202 Arlington, VA 22202 Phone: Email: yizisophie@gmail.com Phone: Email: bettygs92@gmail.com Zhexi Zhu 2000 S Eads St Apt 1214 Arlington, VA 22202 Phone: Email: zhuzhexi@live.cn

FPA National Capital Area Newsletter Page 13 December 2013

MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!

We are proud to announce FPA membership anniversaries for December 2012 - 2013!

Five Year Members

Melissa Sotudeh, Warren Schneeweis, Scott Hughes, Lily Poy, Daniel Trumbower, Christopher Allen, Russell

Robertson, Shannon Rowan, Larry Rosenthal, Carmen Martinez, W. Reid Howard, Illa Amerson, Chris Warner, David

Hainesworth, John Kovel, Todd Growney, Jason Dahl, Courtney Sweeney, James Gambaccini, Nathaniel Massey, Lyn

Dippel, David Edwards, Suzanne Grason, George Petrov, Debbie Parker, Susan Leonard, Brett Hoffman, Mitchell

Freedman, Tacy Paul Roby, Kenneth Coan, Debbie Gallant, Maureen Bigger, Frances Goldman, Taran Teague, Tess

Downing, Brett Friedman, Christine Martin, Gillian Curran, Ahmet Argon

Ten Year Members

Robert McCarty, Robert Tucker, Timothy Wesling, Jon Yankee, Daniel Joss, William Drums, Charles Evans,

Christiano Marchiori, Jeffrey Hamblen, David Taube, John Cermack, Carl Vail, Constance Dupras, John Williams,

Pamela Bergeson, Ted Schwab, David Carlson, Nicholas Serenyi, Julia Connell, Gary Ingram, Bryan Beatty, Patrick

Beagle, Dwayne Grady, Gary Howard

Fifteen Year Members

Melvin Brenner, John Dolan, William Calhoun, B. Curtis Smith, Maria Smith, Gerald Bauer, Bredna Blisk, Kimberly

Cox, Arthur Stein, Harold Wittman, Kenneth Watter, James Henderson, Steven Weisman, Archibald Hoxton, David

McKee, Virginia Morgan, Vijay Khetarpal, Barry Glassman, Frederic Flower, Beth Remick, Paul Bennett, Thomas

Byers, Richard Pinion, Mark Swartz, LeCount Davis, Michael Gilbert, Rick Cernohorsky, James Warring, Paul

Hartley, Michael P. Burns, Philip Huber, Diana Davis, Bonnie Berry, Wayne Zussman, Michael Egan

Twenty Year Members

Joseph D’Orazio, Michael Rebibo, Nabih Nabti, Delberta Thomson, Newton Pendleton, Marysue Wechsler, John

Jensen, John Scafone, Michael Tievy, Jerold Rosenberg, Marcy Kelly, U. Calvin Brown, John Finigan

Twenty Five Year Members

Ed O’Hara, Elissa Buie, Roger Griffith

Thirty Year Members

James Ruth, Glen Buco, Joel Stillman, Marilyn Petry, Kim McLeland, Debbie May, John Campbell, G. Joseph

Votava, Dennis Gurtz, Bruce Vaughn, Victoria Trumbower, Steve Bingham, Paul Yurachek, John Prokopchak,

Andrew Gross, Jerry Hanwell

Forty Year Members

Michael DeFazio, Sally Law, Jeffery Hahn, W. Tom Curtis

FPA National Capital Area Newsletter Page 14 December 2013

FPA-National Capital Area Chapter December Entertainment Guide

This month, employees and members can also take advantage of discounts and entertainment access to Monster Jam: New York (save 25%), Disney On Ice: 100 Years of Magic: New York (save up to 25%), Cirque du Soleil: Nationwide (save up to 30%) and any of our other 190 events.

These offers are provided to you by FPA-National Capital Area Chapter.

Welcome to Plum Benefits – Great entertainment without breaking the bank.

Plum Benefits is an entertainment benefit provided to all members of FPA-

National Capital Area Chapter. We specialize in bringing exclusive discounts and

access to the hottest entertainment in the New York Tri-State area, as well as the

Philadelphia area, Orlando, Las Vegas and Washington, DC.

Whether you are looking for a night out with friends, fun for the whole family, or

planning a special evening with your co-workers, we'll save you time and money!

As an employee of FPA-National Capital Area Chapter, signing up is free and easy:

1. Visit www.plumbenefits.com/signup.

2. Use your corporate email address associated with FPA-National Capital

Area Chapter or use your corporate access code (Call 212.660.1888 for an

access code) and personal email address.

3. Read and follow the easy steps on our site, and once registered you can access

over 150 offers online for free.

Need help? Contact our knowledgeable customer service team at 212.660.1888

(Available M-F 9am-5pm EST) or info@plumbenefits.com.

December's Plum Favorite: Newsies: Winter ticket special: Buy one, get one free - Tickets

only $73.50.

FPA National Capital Area Newsletter Page 15 December 2013

New Events:

Monster Jam: NEW

YORK: Save 25% on

the biggest performers

on four wheels.

The Tallest Tree in the

Forest: WASHINGTON DC:

Save up to 40% with Arena

Stage this Winter.

Disney On Ice: 100

Years of Magic: NEW

YORK: Join your favorite

Disney characters and

save up to 25%.

George Balanchine's The

Nutcracker: PENNSYLVANIA:

Join your favorite Disney

characters and save up to $25.

Mother Courage and Her Children: WASHINGTON DC: See Kathleen Turner at

Arena Stage and save 50%.

MSG Holiday Festival: NEW YORK: Save $20 on Stony Brook, Fordham and St.

John's basketball.

Ringling Bros. and Barnum & Bailey Circus: NEW YORK: Save 50% on the circus.

Rocky: NEW YORK: Save up to 30% on select spring performances.

Family & Attractions:

700 Sundays: NEW

YORK: Access to seats for

the special nine-week-only

engagement with Billy

Crystal.

Aladdin: NEW YORK: Take a

magic carpet ride on Broadway

this winter - Tickets from

$59.50 + Earn up to 1,000

ShowPoints.

Man in a Case:

WASHINGTON DC: Save

10% on tickets to see

renowned dancer Mikhail

Baryshnikov this holiday

season.

Meet Me In St. Louis: A Live

Radio Play:

PENNSYLVANIA: Come home

for the holidays to the Bucks

County Playhouse and save

$10.

Kinky Boots: NEW YORK: Save up to 30% on premium seats and weeknight

performances.

Maurice Hines is Tappin' Thru Life: WASHINGTON DC: Save up to 40% on

Broadway legend Maurice Hines' tappin' spectacular.

Beautiful: NEW YORK: Save over 20% on the musical about chart-topping music

legend Carole King.

The Philadelphia Orchestra: PENNSYLVANIA: Celebrate the holidays with the

Philadelphia Orchestra - Save up to 20%.

FPA National Capital Area Newsletter Page 16 December 2013

Arts & Theater:

A Christmas Story: The

Musical: NEW YORK:

Save up tp 40% on the

NYC return of the Tony

nominated holiday

favorite.

Cirque du Soleil:

NATIONWIDE: Save up to

30% on Cirque du Soleil

shows, including Amaluna, O,

KA, and more in Orlando and

Las Vegas.

Annie: NEW YORK:

Save over 30% - Why

wait until tomorrow? Final

performance January 5.

Radio City Christmas

Spectacular: NEW YORK:

New shows added: Save up to

40% on New York's favorite

holiday tradition.

Big Apple Circus: NEW YORK: Save 40% on electrifying entertainment for all at

Luminocity.

Walt Disney World: ORLANDO: Experience the magic of Walt Disney World - Up to 3

days free and savings of over 10%.

The Philadelphia Orchestra: PENNSYLVANIA: Save over 50% on December

concerts.

Skiing: NORTHEAST: Save big on lift tickets, enjoy no blackout dates, plus more at top

Northeast ski resorts.

One Day in Pompeii: PHILADELPHIA: Save $5 per ticket for YOUR day in Pompeii.

Sports:

New Jersey Devils: NEW

JERSEY: Cheer on the Devils

for just $30 and save on

Ticketmaster fees.

Maggie Dixon Classic:

NEW YORK: Save $10 on

women's college basketball

at Madison Square Garden.

New York Islanders: NEW

YORK: Tickets start at just

$23 when you cheer on the

Islanders this season.

New York Jets: NEW

YORK: J-E-T-S football

starts at just $50.

Philadelphia 76ers: PENNSYLVANIA: Tickets start at under $15 when you cheer on

the 76ers.

Pinstripe Bowl: NEW YORK: College football at Yankee Stadium - Tickets start at $45.

Washington Capitals: WASHINGTON DC: Rock the Red this season and save nearly

30%.

Brooklyn Hoops Holiday Invitational: NEW YORK: Michigan vs. Stanford, Buffalo, and

Temple basketball - Tickets start at $15.

FPA National Capital Area Newsletter Page 17 December 2013

Plum Before You Buy

Always remember to check out www.plumbenefits.com BEFORE you buy a ticket. Take advantage of

our great offers for fantastic discounts, exceptional seats, and insider recommendations to make

your outings more memorable and enjoyable.

How To Order

Click on any of the links provided and/or log in at www.plumbenefits.com to find the OFFER CODE for

the event you're interested in. With the offer code, you' ll be able to purchase tickets online, by phone,

or in person at the box office.

Assistance

Want event recommendations or need help logging in? Contact us by email or by phone at

212.660.1888. Can't find the event you're looking for? Submit a request.

Announcing a New FPA NCA Member Benefit…

Get Published in the FPA NCA Monthly E-Newsletter Effective this month, the Financial Planning Association, National Capital Area (FPA NCA) welcomes original, advanced

papers on any aspect of financial planning, whether research-based or conceptual in nature. For an article to qualify for

submission the author must be an FPA NCA member. Members are limited to one published article per year. For more

information on submission procedures please see Author Guidelines. (FPA NCA Sponsor Partners may also submit articles

for our Newsletter, to be reviewed under Sponsorship Guidelines.)

The FPA NCA understands that many financial professionals are seeking new ways to communicate to others their financial

planning expertise. These financial planning experts are often gifted with unique insights that they want to share with others.

Publishing in the Financial Planning Association, National Capital Area Monthly E-Newsletter provides an important outlet

for FPA NCA members who want to hone their messages and make their organizations stand out from the crowd.

If you have any questions or comments about submitting your article, please do not hesitate to contact Kathleen Sindell,

Ph.D. at 703-299-1700 or send e-mail to ksindell@gcsr.com.

Continued on next page

FPA National Capital Area Newsletter Page 18 December 2013

Financial Planning Association, National Capital Area (FPA NCA)

Author Submission Guidelines for Monthly Newsletter

A New Member Benefit -Get Published!

The Financial Planning Association, National Capital Area (FPA NCA) welcomes original, advanced papers on any aspect

of financial planning, whether research-based or conceptual in nature. For an article to qualify for submission the author

must be an FPA NCA member. Members are limited to one published article per year. Article submission guidelines follow

and are based on the FPA National Web site procedures located at www.fpanet.org. (FPA NCA Sponsor Partners may also

submit articles for our Newsletter, to be reviewed under Sponsorship Guidelines.)

Composition Approach

Audience

Keep our readers—primarily experienced financial planning professionals—in mind as you write. Provide timely, practical

material that applies to, or will directly benefit, financial planners in their work. Take into account that your article is not an

advertisement for your firm or services. Assume the reader has a fundamental but not esoteric knowledge of the financial

services industry.

Style

Your writing style should be easy to read and follow, yet professional. Thoughts and concepts should be clearly presented

and easy to comprehend. Examples that illustrate key points are encouraged.

Organization

Stay focused on guiding the reader through the paper. State early its purpose, the material it will cover, and why that material

is important and useful to the reader. Clearly summarize the paper's premise and key findings or recommendations.

Objectivity

Content should be objective and avoid mentioning or promoting specific financial products or services. Any statements or

assertions should be supported by sufficient research and data.

Research

Academic research in financial planning should have a direct and demonstrable application or benefit for financial planners.

All research should be readily accessible by editorial staff, review board members and readers.

Length

Manuscripts should run approximately 1-2 pages.

Continued on Next Page

FPA National Capital Area Newsletter Page 19 December 2013

Continued from Previous Page

Format

Your name, mailing address, e-mail address, phone number, and a brief biography should be on the cover page. For blind-

review purposes, the second page should consist of the title and an executive summary of no more than 250 words, but not

your name.

Executive Summary The executive summary, ideally in a bulleted list, should tell readers what they can expect from reading your paper, including

all major points and broad conclusions. Do not attempt to sell the reader on the merits of the article. Include information such

as whether your article is a primer, for the experienced planner, or for planners at any level and highlight any specific

opportunities for practical application of your data.

Infographics

Infographics—tables, drawings, graphs, charts, or other visual support material—should not be excessive in length or in

number.

Endnotes/References

The FPA NCA uses an author/date system. While there are too many variations based on the variety of sources to cover here,

these are our basic formats for articles and books:

Articles: Last Name, First Name [subsequent authors are First Name, Last Name]. Year. "Article Title." Publication

Title 1 [volume], 2 [issue] (Month or Season, if available): 22–32 [page numbers].

Books: Last Name, First Name [subsequent authors are First Name, Last Name]. Year. Book Title. 4th ed. City:

Publisher.

Screening & Review

Initial Screening

The Communications Committee first screens manuscripts for appropriateness and quality, and may suggest revisions before

sending a manuscript for blind peer review. Authors are notified of the editorial staff's decision.

Peer Review

Articles with merit will be reviewed by the FPA NCA Communications Committee. The initial screening and peer-review

process takes six to eight weeks. You will be notified as soon as we have heard from all of our reviewers.

Once we have received all manuscript reviews, you will receive a letter notifying you of next steps—publish, revise, reject—

for your manuscript, along with copies of the reviewers' evaluations.

While your manuscript is in the review process, we ask that you do not submit it to any other publication for consideration.

The FPA NCA will not publish any articles that have been accepted or printed by other publications.

Submissions

Electronic

Send your completed manuscript or article ideas, preferably as a Microsoft Word file, to Kathleen Sindell at

ksindell@gcsr.com or PeggyNelson8@verizon.net. We acknowledge receipt of all content.

Payment

Authors receive no remuneration or reimbursement for any expenses incurred in conjunction with the preparation of articles

published on the FPA National Capital Area Web site.

In Conclusion

If you have any questions or comments about please do not hesitate to contact Kathleen Sindell, Ph.D. at 703-299-1700 or

send e-mail to ksindell@kathleensindell.com

MEMBER ADVANTAGE PROGRAM

You may be missing out on substantial savings that come with your FPA membership!

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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.

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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.

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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 21 December 2013

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.

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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.

MENTORSHIP PROGRAM CHANGES

FPA National has recently launched the Mentor Match program. This is a six-month mentorship program,

which consist of structured activities and supporting materials.

Six-Month Program benefits/highlights:

A supportive environment which provides guidance to both mentees and mentors on how to create a

successful relationship.

A clear start and end date, which provides clarity around the duration of mentor-mentee engagement.

Kick-off call where expectations can be set and mentees are coached on how to set their goals for the

engagement.

A Program “check-in call” around 2 months in to share best practices and ideas.

Wrap-up call to celebrate successes.

This national program will replace our local mentorship program, and we encourage our chapter members to

get involved. For more information and to sign up, please go to http://connect.fpanet.org/aboutmentormatch.

FPA National Capital Area Newsletter Page 22 December 2013

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 Committees that would welcome YOU….

Charity Golf Event: Have fun, while you network with your fellow professionals and raise money for the

Foundation for Financial Planning.

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

Government Relations: Help shape legislation and the future of the profession.

Help Organize a Financial Planning 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 FPA NCA events.

Contribute an article to the newsletter

Develop Announcements for chapter programs and events

Develop new ideas for our chapter web site

FPA National Capital Area Newsletter Page 23 December 2013

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

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

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 months

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

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 on February 11

FPA National Capital Area Newsletter Page 24 December 2013

Questions... Comments... How can I start my One Thing?

Charity Golf Event Chris Rivers, CFP® and Michael Nester

E-Mail Address: CRivers@afmfa.com

Government Relations Mentoring and NEXGEN

Josh Halpern, CFP® ChFC, CLU Laurie Belew, CFP®

E-Mail Address: Josh.Halpern@RaymondJames.com Email Address: LAB@fjyfinancial.com

Membership

Jon Yankee, CFP® and Jeff Kulik

E-Mail Address: jpy@fjyfinancial.com or Jeffrey.Kulik@fmr.com

Partnerships Programming

Mitch Berlin, CFP® or Ken Robinson, CFP® Kathleen Sindell, PhD and Bryan Beatty, CFP®

E-Mail Address: Mitchell.G.Berlin@ampf.com or E-Mail Address: ksindell@gcsr.com or

Ken@Bernhardtwealth.com BBeatty@EBWLLC.com

Pro Bono Public Relations and Media Relations Tacy Paul Roby , CFP® and Tommie Monez, CFP® Tracey Baker, CFP®

Email Address: Tacy.Paul.Roby@Calvert.com or E-Mail Address: BakerT@CJMLTD.com

TMonez@focus-wealth.com

Career Development Programs

Howard Pressman, CFP® and Parker Trasborg, CFP®

Email Address: HPressman@EBWLLC.com or TrasborgP@CJMLTD.com

FPA National Capital Area Newsletter Page 25 December 2013

2013 PREMIER 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

CALVERT INVESTMENTS

Tacy Paul Roby, 301-951-4800, Tacy.Roby@calvert.com

DUNDEEWEALTH

Michael Berish, 610-854-0944, mberish@dundeewealthus.com

FIDELITY INVESTMENTS

Jeff Kulik, 301-518-1316 and Russ Kubie, 617-279-3492

Jeffrey.Kulik@fmr.com and Russell.Kubie@fmr.com

PUTNAM INVESTMENTS

Brad Pheeney, 617-760-7206, Bradford_Pheeney@putnam.com

FPA National Capital Area Newsletter Page 26 December 2013

2013 PREFERRED SPONSORS

ABERDEEN ASSET MANAGEMENT INC.

Christopher McDevitt, 212-776-9018, christopher.mcdevitt@aberdeen-asset.com

AMERICAN CENTURY INVESTMENTS

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

AMERICAN FUNDS

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

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

COLUMBIA MANAGEMENT

Jim Fisher, 571-217-0057, and Michael Lynn, 301-437-3141

James.Fisher@Columbiamanagement.com and michael.m.lynn@columbiamanagement.com

1st PORTFOLIO

Will Gaines, 703-401-0241, wgaines@firstphc.com

FPA National Capital Area Newsletter Page 27 December 2013

FOUNDERS FINANCIAL, INC.

Jim DeCarlo, 888-523-1162, jdecarlo@foundersfinancial.com

INVESCO

David Matheson, 202-510-2281, and Andrew Lill, 610-431-7595

David.Matheson@Invesco.com and Andrew.Lill@Invesco.com

IVY FUNDS

Brian Salcetti, 301-801-6704 and Mike Frank, 410-279-4554,

and Eugene Eignor, 703-266-8225

BSalcetti@IvyFunds.com and Mfrank@IvyFunds.com and Eeignor@IvyFunds.com

PIONEER INVESTMENTS

Garrett Pierce, 617-849-2371, garrett.pierce@pioneerinvestments.com and

Michael Mills, 804-869-6013, michael.mills@pioneerinvestments.com and

Nick Luise, 617-422-4763, Nicholas.luise@pioneerinvestments.com

FPA National Capital Area Newsletter Page 28 December 2013

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

VIRGINIA 529

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

2013 GOLD SPONSORS

ARTISAN FUNDS

David Fox, 800-454-1770, David.Fox@ArtisanPartners.com

FPA National Capital Area Newsletter Page 29 December 2013

BLACKROCK

Vivian Tsai, 415-670-4724 and Robert Faulkner

Vivian.Tsai@blackrock.com and Robert.Faulkner@blackrock.com

Kevin Tiernan and Stephen Degnan

Kevin. Tiernan@blackrock.com and Stephen.Degan@blackrock.com

CMG CAPITAL MANAGEMENT GROUP, INC.

Michael Sciortino, 610-989-9090, ext.122, michaels@cmgwealth.com

Joe Yoon, Joe@CMGWealth.com

COLE REAL ESTATE INVESTMENTS Brian Mackin, bmackin@colecapital.com

FLEX SHARES

Lori Missig, 732-492-7266, LM171@NTRS.com

JOHN HANCOCK MUTUTAL FUNDS

Daniel Cohen, 240-643-4571, dcohen@jhancock.com and

Kevin O’Regan, KORegan@jhancock.com

FPA National Capital Area Newsletter Page 30 December 2013

LORD ABBETT

Britton Busby, 201-827-2666, BBusby@LordAbbett.com

SECURITY BENEFIT

Todd Nelson, 919-576-4198, Todd.Nelson@securitybenefit.com

TAMRO CAPITAL PARTNERS

Michael Sahakian, 703-740-1013, Msahakian@tamrocapital.com

WILMINGTON TRUST

Joe Mondell, 443-721-6427, jmondell@wilmingtontrust.com

FPA National Capital Area Newsletter Page 31 December 2013

2013 SILVER SPONSORS

ALTMAN & ASSOCIATES

Gary Altman, (301) 468-3220, gary@altmanassociates.net

BELMAN KLEIN ASSOCIATES, LTD.

David Prensky and Adele Zilber, (410) 730-8242 x102, azilber@belmanklein.com

LIBERTY HOME EQUITY

Joseph Howard, 301-312-1963, Joseph.Howard@libertyhomeequity.com

KAPLAN

NICK SITZBERGER, 608-779-5599 Ext 2544, Nick.Sitzberger@kaplan.com

TD AMERITRADE

Raymond Adams, 804-364-2523, Raymond.Adams@tdameritade.com

FPA National Capital Area Newsletter Page 32 December 2013

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

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 2013: OFFICERS & DIRECTORS

PRESIDENT PRESIDENT-ELECT

Ryan Fleming, CFP®

202-887-8135 Helen Modly, CFP® 540-931-9051

Armstrong, Fleming and Moore, Inc. ext.232 Focus Wealth Management, Ltd.

SECRETARY TREASURER Dan Lash, CFP® 703-356-4360 Ken Robinson, CFP® 703-356-4380

Financial Network x703 Bernhardt Wealth Management

CHAIRMAN

Rita Cheng, CFP®

301-320-1457

Ameriprise Financial Services

BOARD OF DIRECTORS:

PROGRAMS CO-DIRECTORS PROFESSIONAL DEVELOPMENT CO-DIRECTORS

Kathleen Sindell, PhD 703-299-1700 Howard Pressman, CFP® 703-506-0843

GCSR,Inc Egan, Berger, Weiner, LLC

Bryan Beatty, CFP® 703-506-0843 Parker Trasborg, CFP® 703-425-0700

Egan, Berger, Weiner, LLC CJM Wealth Advisers, Ltd.

GOVERNMENT RELATIONS DIRECTOR

Joshua Halpern, CFP® 240-744-7125

Raymond James Financial Network, Inc

MEMBERSHIP CO-DIRECTORS SPONSORSHIP/MARKETING DIRECTOR

Jon Yankee, CFP® 703-889-1104 Mitchell Berlin, CFP® 301-263-8508

Fox, Joss & Yankee, LLC. Ameriprise Financial Advisors

Jeff Kulik 301-518-1316 NEX GEN LIAISON and MENTORING DIRECTOR

Fidelity Investments Laurie Belew, CFP® 703-889-1111

Fox, Joss & Yankee, LLC.

PUBLIC RELATIONS DIRECTOR FACILITIES & SOCIAL EVENTS DIRECTOR

Tracey Baker, CFP® 703-425-0700 Chris Rivers, CFP® 202-887-8135

CJM Wealth Advisers, Ltd. Armstrong, Fleming & Moore, Inc

DIRECTOR AT LARGE EXECUTIVE DIRECTOR Augie Zullo 703-871-1344 Peggy Nelson 703-620-1712

Access National Mortgage FPA National Capital Area

PRO BONO CO-DIRECTORS ADMIN ASST

Tacy Paul Roby, CFP® 301-951-4800 Ellen Ayeri

Calvert Funds

Tommie Monez, CFP® 540-931-9051

Focus Wealth Management, Ltd..