FPA National Capital Area Classified Connections Page 1 February 2013

CLASSIFIED CONNECTION

FPA NCA CLASSIFIED CONNECTION GUIDELINES

FOR ALL ADVERTISING:

1. The FPA NCA Classified Connection is a member benefit professional development newsletter

to include job postings, mentoring and internship programs, job seeker resumes of CFP®

certificant professionals and candidates attending local college/university programs, invitation to

CFP® certificant exam study groups, and scholarships and award announcements. The FPA

NCA does not recommend and/or endorse any particular advertisement

2. No graphics, logos, or pictures associated with any advertisements will be included in this

advertising publication.

3. FPA NCA has the right to refuse or modify any ads submitted prior to publication.

4. Ads must be submitted in Microsoft WORD format.

5. Ads must be submitted by the 20th

of each month for inclusion in the next month’s publication.

6. This advertising newsletter will be posted to our local chapter web site (www.fpanca.org) and

announced via email to our members.

7. Changes to a published ad or removal of the ad will occur once a month prior to the new

publication being posted and announced. Notices of changes and/or removals must be submitted

by the 20th

of each month.

8. Ads will be published for three consecutive months. Requests for ads to be reinstated after the

initial three months must be sent by the 20th

of the month for inclusion in the next month’s

publication.

Thank you for following these guidelines so that we can post your advertisement quickly and efficiently!

You may send your ads to PeggyNelson8@verizon.net. Thank you!

Volume 5, No. 2, February, 2013 --- Web address: www.fpanca.org

FPA National Capital Area Classified Connections Page 2 February 2013

TAXATION INTERVIEW PROGRAM

Georgetown University Law Center (Georgetown Law) is again partnering with New York University School of

Law (NYU Law) to sponsor this year’s Taxation Interview Program (TIP). TIP enables private and public sector

employers to interview, on one day (March 1, 2013) 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 or separately, are eligible to participate in TIP.

Since 2001, TIP has been the nation’s flagship program for the recruitment of graduate tax students. In past years,

top law firms, government agencies, corporations, and major accounting firms from across the country have

participated in the 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 2013. If you are not involved in

hiring at your organization, please feel free to pass this message along. 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-brochure-2013.pdf] and visit the TIP website

[http://www.law.georgetown.edu/academics/academic-programs/graduate-programs/careers/recruitment/taxation-

interview-program/index.cfm]. Employer registration is available online and will remain open until Jan. 28, 2013.

Please Note: Classified Connections Will Not Be Published in the Future

We have a brand new web site which includes a JOB BANK on the site. Future Job Positions

and/or Those seeking Employment are directed to the JOB BANK portion of the site. You may

load your ad directly to the JOB BANK area, and it will be posted within a few days, making ad

notices much more timely.

To get to the JOB BANK portion of the web site, please click on the Financial Professionals page.

Please scroll down to midway of that page. On the right hand side of the page you will see several

boxes – Mentoring, Pro Bono, etc. The JOB BANK box is there. Please click on that box, and

complete the web site form to list your job or resume. Your ads will be reviewed within a few days

and posted to the site.

If you are looking for a job or a job seeker, please review that JOB BANK area as well as this

newsletter. Thank you!

FPA National Capital Area Classified Connections Page 3 February 2013

Chandress Williams 4013 38

th Street #203, Brentwood, MD 20722 • Mobile (806) 441-6572 • chandress.williams@ttu.edu

Objective: To obtain position as an Entry-Level Financial Planner to use and enhance my

financial planning skills. EDUCATION

Texas Tech University

Major: Master of Science in Personal Financial Planning

University of Texas at Austin

Major: Bachelor of Sciences in Sport Management

EXPERIENCE

Texas Tech Athletics, Lubbock, TX (September 2011 –December 2012)

Academic Services Graduate Assistant for Men’s Basketball

Facilitated student-athletes in creating goals for the academic semester

Assessed progress on a weekly basis with emphasis on improvement

Counseled and clarified objectives set during start of academic semester

Organized and monitored tutoring meetings Homewood Suites of Lubbock, Lubbock, TX (October 2010 -September 2011)

Night Auditor

Displayed multi-tasking skills through handling of reservations and walk-in guests

Prepared accounting and audit reports and verified daily deposits

Used effective conflict resolution skills pertaining to guest relations Harte Hanks, Austin, TX (October 2008 -May 2010)

Technical Support Engineer/ Queue Manager

Diagnosed and resolved issues related to product features and services

Oversaw and delegated tasks to fellow co-workers

Documented customer service calls in Operations & Service Support system

MEMBERSHIPS

Personal Financial Planning Association (August 2012 – December 2012)

Executive Board: Special Events Coordinator

National Association of Personal Financial Advisors (NAPFA)

Sports Financial Advisors Association

Delta Sigma Theta Sorority, Inc.

HONORS

Diversity Legal Scholar

Rapoport Service Scholar

Miss Black University of Texa

FPA National Capital Area Classified Connections Page 4 February 2013

Manager, Financial Planning and Analysis Location: Arlington, VA

COMPANY OVERVIEW

E*TRADE Financial Corporation, an online investing & trading pioneer, with 4.5 million accounts and

$110 billion in customer assets, is continuing to reinvent the online trading industry. Our unique

culture of innovation creates an environment where you will be continually learning and challenged to

develop your career. SUMMARY

The Manager, Financial Planning & Analysis will have ownership of key recurring deliverables and ad-

hoc requests from customers. It carries responsibility to proactively lead analysis and provide insights

to key stakeholders. RESPONSIBILITIES

Recommends solutions for business/process/technical/analytical issues that arise in everyday work;

challenges current methods to improve accuracy/efficiency.

Support production of Stress Testing capital ratios for the parent and E*TRADE Bank – inclusive but

not limited to the creation of consolidated pro-forma balance sheet including activity (purchases,

dispositions, pay-downs, etc.), size, composition, and net free funds against most recent stressed

forward curve, and conversion of business drivers into a consolidated pro-forma income statement.

Support the development of systems (Polypaths and Hyperion) and processes inclusive of

comprehensive reporting for generation of treasury portfolio baseline forecasts and generation of

alternative sensitivities.

Further develop and maintain Distributed Planning Hyperion application for purposes of stress

testing for the enterprise. Maintain and manage dimension structure - chart of accounts used in

forecast process, asset / liability classifications and rollups, other dimensions defining how data needs to

be reported, viewed, or analyzed.

Support Asset Liability Committee standardized stress test reporting and ad hoc analysis as requested

by senior management. REQUIREMENTS

6+ years of financial planning and analysis and/or accounting experience

Understanding of finance, financial analysis, financial analysis terms; advanced understanding of

business and associated lexicon

Solid technical and analytical skills in finance, general accounting, budgeting, financial analysis. An

understanding of the basic business disciplines in order to develop, analyze and interpret financial data

Previous experience with Oracle/Hyperion financial applications. Strong interpersonal and

communication skills to work effectively with various functional groups

Previous experience with VBA/SQL/relational databases strongly preferred

Bank Treasury Finance experience strongly preferred

We offer a competitive and comprehensive benefits package. Please visit

https://career.etrade.com/why-work-at-etrade/employee-benefits to learn more about the

opportunities.

E*TRADE Financial is an EQUAL OPPORTUNITY EMPLOYER

*** E*TRADE cannot provide sponsorship or relocations costs. 11/2012

FPA National Capital Area Classified Connections Page 5 February 2013

Financial Planning Assistant

Established financial planning and investment firm in Herndon Virginia seeking motivated planning assistant. We serve

high net worth individuals, business owners, and professionals. If you are an analytical, self starter, and enjoy being

busy, we would like to talk to you.

Primary job duties will include:

Preparing financial plans – Data gathering, evaluation, organization, and input. Process handling of

individual product solutions (run planning software and facilitate interaction with support groups).

Preparing strategic documentation for client appointments.

Ideal candidate has:

Strong financial planning software background (SunGard, eMoney, NaviPlan etc.)

Ability to understand financial planning concepts, recognize/read personal and corporate financial

documents, take direction, and facilitate interaction with outside resources.

Superior technical skills, comfort level with financial planning software as well as investment analytical

tools like Morningstar Workstation.

Strong analytical skills with background in computer systems, mathematics or finance preferred.

Excellent listening, oral and written communication skills (including presentation and interpersonal

skills). Ability to communicate persuasively and effectively to a wide range of customers.

Dedicated commitment to providing superior customer service with a focus on quality.

Strong client focus, ability to independently and proactively analyze and resolve customer service issues

in a timely manner.

Experience requirements:

Relevant work experience in the insurance & financial services industry (3 years minimum)

Financial Services licensing (Life & Health, Series 6 or 7) is desired but not mandatory

Technical skills:

Mathematical ability: Ability to read and analyze existing financial documents and spreadsheets.

Computer literacy:

Microsoft Office suite (Excel, Word and PowerPoint)

Financial Planning Software strong: background in eMoney or others (e.g. SunGard, NaviPlan etc.)

Morningstar Advisor Workstation

Salary will commensurate with experience and qualification. This position is with an independent agent of New

York Life and not the New York Life Insurance Company. 11/2012

Financial Advisor/CFP Needed

The Washington D.C. office of Janney Montgomery Scott, LLC is currently looking for an

experienced Financial Advisor/CFP to work on an established, growing team with a primary focus

on retirement planning. Candidates must have at least three years of industry experience, a clean

compliance record and a strong work ethic. An existing client base is preferred. If interested, please

contact Branch Manager, Jeff Smith by calling 202.955.4342 or visit our firm website at

www.janneyfa.com for more information about financial advisor careers at Janney. 11/2012

FPA National Capital Area Classified Connections Page 6 February 2013

RETIREMENT STRATEGY – CUSTOM SOLUTIONS

Transition or Retirement strategy for you business, on your mind? Want more time to spend with the family? We may have the right “custom” solution for you and your practice. Call Brenda at Spire Investment Partners 703-748-5800 today. 1/2013

MISSION OUTREACH DIRECTOR

FOUNDATION FOR FINANCIAL PLANNING

The Foundation for Financial Planning has been developing more relationships with various non-

profit organizations and organizations to support pro bono financial planning and financial life

skills outreach activities beyond just providing grant funding. Because we are also becoming

more engaged in participation in the planning and facilitation of activities, we are finding it

necessary to expand staff to support these increased demands for support and connection.

Here is the posting for the position of Mission Outreach Director.

Mission Outreach Director - An Atlanta based nonprofit charitable organization is seeking an

individual experienced volunteer program and grant management experience. Responsibilities

include managing the organization's pro bono outreach initiatives, grants program, third-party

outreach partner relationships, and other outreach program development. Minimum of three

years' or related experience working with financial services professionals in delivering pro bono

services for underserved population. Some travel necessary.

Resumes should be sent to jimp@foundation-finplan.org or to the

Foundation for Financial Planning

2193 Northlake Parkway, Ste 110

Tucker, GA 30084

We appreciate your support of pro bono outreach and the Foundation's mission and ask you to

share this positing with anyone you feel may be interested or qualified for the position.

FPA National Capital Area Classified Connections Page 7 February 2013

FPA National Capital Area Classified Connections Page 8 February 2013

FPA National Capital Area Classified Connections Page 9 February 2013

11/2012

FPA National Capital Area Classified Connections Page 10 February 2013

FPA National Capital Area Classified Connections Page 11 February 2013

STUDY GROUPS RETURNING!

BEGINNER (PRACTICE MANGEMENT): This practice management concentration group is designed to cover best practice and operational topics. The mission of this study group is to

help advisors and staff members to be effective, efficient and grow through systems and processes. Members should have one to five-years of financial advisory services. The group

meets bi-monthly for two hours on a Friday. Please contact Bonnie J. Armstrong for

additional information.

INTERMEDIATE (INVESTMENT PLANNING): This Intermediate Group is ideal for RIA and CFP® certificants. This group will focus on current and proposed rules, investment strategies,

and important financial topics such as but not limited to retirement planning, estate planning in the ever evolving environment. They affect and effect advisors in servicing clients. The

group will meet bi-monthly for two to three hours. A future meeting will be scheduled upon format of a core group. Please contact Bonnie J. Armstrong for additional information.

ADVANCED: This Advanced Group is ideal for CFP® certificants, financial advisory firm

principals or key people of a financial planning firm, who have unique organizational challenges, in addition to an advisory role to clients. Individuals should have a minimum of

10-years of experience in financial advisory services. The group meets quarterly for half a day. You may register by contacting Bonnie J. Armstrong for additional information.

CONTACT INFORMATION: Bonnie J. Armstrong Office Phone: (703) 378-2620 Cell Phone: (703) 819-8545

E-mail: Bonnie@StrongPracticeSolutions.com

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 marguerita.m.cheng@ampf.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.

FPA National Capital Area Classified Connections Page 12 February 2013

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.

CHAPTER COMMUNICATIONS DIRECTOR GOVERNMENT RELATIONS DIRECTOR

Scott Peterson 703-722-6688 Joshua Halpern, CFP® 240-744-7125

Relay Station Social Media LLC 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 CO-DIRECTORS

Scott Peterson 703-722-6688 Chris Rivers, CFP® 202-887-8135

Relay Station Social Media LLC Armstrong, Fleming & Moore, Inc

DIRECTOR AT LARGE Michael Nester 703-871-7346

Augie Zullo 703-871-1344 Access National Bank

Access National Mortgage

PRO BONO CO-DIRECTORS EXECUTIVE DIRECTOR

Tacy Paul Roby, CFP® 301-951-4800 Peggy Nelson 703-620-1712

Calvert Funds FPA National Capital Area

Tommie Monez, CFP® 540-931-9051 ADMIN ASST

Focus Wealth Management, Ltd.. Katie Palmer

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

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.