OF THE NATIONAL CAPITAL AREA FPA Headlines...Saunders, Cole DeLucas, Alishia Dubois, Eric Rife, and...
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FPA NCA Newsletter Volume 21 #2 - February 2020 PRESIDENT’S MESSAGE PARKER TRASBORG, CFP® Hello and happy February. This will be the last monthly newsletter that you’ll be receiving from FPANCA. The board has discussed that there is a need to revamp how we have been communicating with our membership through the newsletter to make it more effective and improve readership. Right off the bat, it’s been decided that we will be moving to a quarterly publication and we will be re-designing the format and layout. If you looked at January’s newsletter, you may have noticed a design shift from what we have done in the past. It’s a step in the right direction and the changes will continue to evolve throughout 2020. We will announce once the final changes have taken place, but for now, please share any feedback or ideas with us to make the Newsletter a bigger benefit to our members. We had a sold out crowd in Tysons for our January Winter Symposium to listen to some great educational content. Thank you to everyone that attended. We hope you enjoyed your time and found the content useful. We also want to express our appreciation for your participation in the polls we scattered throughout the day, your feedback is important for us to learn from our events and continue to improve upon them going forward. For those that missed the day, we had some great thought provoking speakers, a nice lunch menu and lovely raffle prizes from a few of our sponsors. Altman and Associates gave a bottle of scotch, Catalyst Funds gave a bottle of scotch and a few Yeti tumblers, Nationwide had a “swag bag” full of gifts and Fairway Independent Mortgage raffled off a 65” TV. Congratulations to the winners and thank you to everyone that took time to visit our sponsors. As we look to plan future symposiums, it sounded like Tysons was a preferred location but the actual venue and setup could be altered to accommodate the crowd a bit better and allow for more eyes on the presentations. Also at the symposium, we had the pleasure of awarding of four Outstanding Member Awards. Cal Brown won the Lifetime Achievement Award and gave a great speech. Howard Pressman was the Continued on Page 2 OF THE NATIONAL CAPITAL AREA FPA Headlines The Newsletter of your local association A Pinnacle Award Level Chapter Recipient of FPA National’s Highest Level Awards for 20 Consecutive Years! Web address: www.fpanca.org
Transcript of OF THE NATIONAL CAPITAL AREA FPA Headlines...Saunders, Cole DeLucas, Alishia Dubois, Eric Rife, and...
FPA NCA Newsletter Volume 21 #2 - February 2020
PRESIDENT’S MESSAGE PARKER TRASBORG, CFP®
Hello and happy February. This will be the last monthly
newsletter that you’ll be receiving from FPANCA. The
board has discussed that there is a need to revamp how
we have been communicating with our membership
through the newsletter to make it more effective and
improve readership. Right off the bat, it’s been decided
that we will be moving to a quarterly publication and we
will be re-designing the format and layout. If you looked
at January’s newsletter, you may have noticed a design
shift from what we have done in the past. It’s a step in
the right direction and the changes will continue to
evolve throughout 2020. We will announce once the
final changes have taken place, but for now, please share
any feedback or ideas with us to make the Newsletter a
bigger benefit to our members.
We had a sold out crowd in Tysons for our January
Winter Symposium to listen to some great educational
content. Thank you to everyone that attended. We
hope you enjoyed your time and found the content
useful. We also want to express our appreciation for
your participation in the polls we scattered throughout
the day, your feedback is important for us to learn from
our events and continue to improve upon them going
forward. For those that missed the day, we had some
great thought provoking speakers, a nice lunch menu
and lovely raffle prizes from a few of our sponsors.
Altman and Associates gave a bottle of scotch,
Catalyst Funds gave a bottle of scotch and a few Yeti
tumblers, Nationwide had a “swag bag” full of gifts
and Fairway Independent Mortgage raffled off a 65”
TV. Congratulations to the winners and thank you
to everyone that took time to visit our sponsors. As
we look to plan future symposiums, it sounded like
Tysons was a preferred location but the actual venue
and setup could be altered to accommodate the
crowd a bit better and allow for more eyes on the
presentations.
Also at the symposium, we had the pleasure of
awarding of four Outstanding Member Awards. Cal
Brown won the Lifetime Achievement Award and
gave a great speech. Howard Pressman was the
Continued on Page 2
OF
THE NATIONAL CAPITAL AREA
OF THE
NATIONAL CAPITAL AREA
FPA Headlines The Newsletter of your local association A Pinnacle Award Level Chapter
Recipient of FPA National’s Highest Level
Awards for 20 Consecutive Years!
Web address: www.fpanca.org
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President’s Message
Continued from Page 1
winner of our Norma Severns Leadership Award. Melissa Sotudeh won Planner
of the Year and Kelley McNerney was the first recipient of our new award for Emerging
Leaders. All of our winners were well deserving of the awards and we truly have many
outstanding members in our chapter.
In just a few short weeks, don’t miss our annual Career Day on February 21st in Reston. Registration will be
closing soon. You’ll have the opportunity to meet many talented students and job seekers, as well as network
over lunch and happy hour.
On March 19th at Kenwood Country Club in Bethesda, we have Gary Altman discussing the SECURE Act and
Lisa Kirchenbauer presenting about “Becoming an Intentional Business Owner”.
We are planning to hold a Happy Hour in April and our Programs Directors, Cat and Carl, continue to work on
planning the rest of our programs for the year.
As always, we appreciate any and all feedback that you have on how we can make the chapter better; you are
welcome to e-mail me directly at [email protected] .
All the best,
Parker Parker Trasborg, CFP®
2020 FPA NCA President
FPA Member Discount Program
Did you know that FPA members have access to a comprehensive collection of resources that are tailored to their businesses?
From compliance-approved back office solutions, to marketing and research, financial software and more – the FPA Member
Discount Program has you covered. Check out the current practice management deals available exclusively to FPA members
today at https://www.onefpa.org/MyFPA/member-discounts/Pages/default.aspx.
FPA membership pays for itself. Use your benefits today.
2020 FPA NCA EVENT SCHEDULE
Details on our activities are published on our web site at www.fpanca.org
February 21, 2020 Career Fair – Bechtel Conference Center, Reston, VA – New Location!
March 19, 2020 – Kenwood Country Club, Bethesda, MD – Member Luncheon
April 23, 2020 – Right Proper Brewing Company, Washington, DC – Happy Hour with Trivia Event!
MANY 2020 DATES, LOCATIONS AND EVENTS POSTED TO WEBSITE!
Please check Website for New Details!
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March 19, 2020 - Two Luncheon Presentations:
Gary Altman, JD, CFP® - The Secure Act - How Does it Affect Planning and Retirement Accounts?
Lisa Kirchenbauer, CFP®, RLP®, CeFT® - Becoming an Intentional Business Owner
Kenwood Country Club, Bethesda, MD
Check in Begins at 11:30 AM - Program Begins at 11:55 AM - Program will end by 2:00 PM 1 CFP, 1 CIMA, 1 MD Insurance CE Pending Approval
Meet our Speakers:
Gary Altman, J.D., L.L.M. (Tax), CFP
11300 Rockville Pike, Suite 208 | Rockville, MD | 20852 Offices: Rockville, Columbia, DC and Tysons Corner
P: (301) 468-3220 | F: (301) 468-3255 E: [email protected] | W: www.altmanassociates.net
T: @garyaltman | FB: facebook.com/altmanassociates | LI: linkedin.com/in/garyaltman
Gary Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates. The firm’s practice is dedicated to all aspects of estate law: estate planning; tax planning; charitable planning; premarital agreements; business succession and exit planning; special needs planning; asset protection strategies; reformation of irrevocable trusts and failed estate plans; trust beneficiary and fiduciary representation; trust and probate administration;
and fiduciary litigation. Gary and his team of four lawyers have in excess of 70 years combined experience in estate planning and trust and probate administration. Gary has been repeatedly recognized by Washingtonian magazine,
Bethesda magazine and Northern Virginia magazine as among the DC region’s “Best Estate Planners.” He has also been honored as a “Top 100 Attorney” by Worth magazine and likewise recognized as a Maryland and Washington, DC “Super Lawyer.” Gary earned his Master of Law in Taxation (LLM) Degree from Georgetown University Law School and his law
degree (J.D.) from the New York University School of Law in New York City. He completed a Bachelor of Science degree at Wesleyan University in Middletown, CT. He also became a CERTIFIED FINANCIAL PLANNER™ professional in 1986
Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Lisa Kirchenbauer, is President of Omega Wealth Management, in Arlington, Virginia. She has been in the financial services industry since 1985 and is a CFP, Registered Life Planner and Certified Financial Transitionist. Lisa completed
her life planning training in 2004 and has been implementing financial life planning since 2005 in her practice with a retainer and assets under management business model. She has served a trainer and mentor for the Kinder Institute of Life
Planning and has published several articles in the Journal for Financial Planning, as well as being quoted in numerous industry and consumer publications. Lisa was named “Financial Planner of the Year” in 2014 in her local Financial
Planning Association chapter, and a top financial advisor in the Washington, DC area since 2014. Last year, Investment News named her a 2018 “Woman to Watch”. In 2017, she authored the “The 5 Essential Skills of an Exceptional Advisor” available on Amazon.com. Over the last 5 years, Lisa has spoken to planners at various conferences in the U.S., India, the
Netherlands, the UK and Australia to share her passion for improving relationship & communication skills, and practice management strategies.
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FPA National Capital Area Presents
Happy Hour and Trivia!
Right Proper Brewing Company, 624 T Street, NW, Washington, DC 20001
April 23, 2020 – 4:00 PM – 6:30 PM
Members: $20 - Non-Members: $40
Price includes approximately 2 drinks per person, light food and 1 Hour of CE pending approval!
LIMITED REGISTRATIONS DUE TO SPACE LIMITATIONS! REGISTER EARLY FOR YOUR PLACE!
Continuing Education-1 hour CE- approximately 5:00 – 6:00PM, Check-in at 4:00PM, networking before and after the event!
1 CFP and 1 CIMA Pending Approval! CPA CPE Offered!
NEWS FROM NEXGEN!
Grace Rogan, CFP®
We have been busy getting ready for FPA NCA’s 7th Annual Career Day which will take place on February
21st in Reston! A big thank you to our Career Day Planning Committee including Kelly McNerney, Riley
Saunders, Cole DeLucas, Alishia Dubois, Eric Rife, and Brittney Goad!
Mark your calendars for March 10th for NexGen’s quarterly Study Group! This is a great opportunity to
connect with and learn from peers in the profession. If you have any questions or suggestions, please contact
Riley Saunders at [email protected]. Please note we are meeting at Cassaday & Company, Inc. located in
Tysons Corner. Discussion topics to come!
Please join the FPA NCA NexGen LinkedIn Group to connect with your peers and help shape our discussion
topics and events for the year.
If you are interested in getting involved, please feel free to reach out to Grace Rogan ([email protected])
or Riley Saunders ([email protected]) to discuss volunteer opportunities!
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.
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ALLIED PROFESSIONAL EVENT!
Loudoun Estate Planning Council Event:
The Loudoun Estate Planning council would like to invite the members of the FPA to a big event in
Leesburg. Our guest speaker is Raymond Owens (Senior Economist from the Federal Reserve Bank of
Richmond). Raymond will be giving us a macro economic outlook along with a more local outlook. We
would love to have the FPA members there. Here is the link to register:
https://www.loudounepc.org/meetings-and-events/
Date: February 11th
Time: 8:30-10:00am
Location: Rivercreek Country Club (43800 Olympic Blvd, Leesburg, VA)
ATTENTION TAX EMPLOYERS!! Are you looking to hire top talent? Georgetown Law is again partnering with
NYU Law to sponsor the nation's premier recruitment program for graduate tax law students, the Taxation Interview
Program (TIP). TIP 2020 will take place on Friday, February 28, 2020 at the Embassy Suites by Hilton Crystal City in
Arlington, VA. Employer registration for TIP is now open, and will remain open through January 16, 2020. Employers
can pre-select candidates for interviews and/or conduct resume collections through TIP. For more information about the
program, including registration, please visit the TIP website.
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View the Third Quarter SNAPSHOT HERE!
Upcoming Webinars and Podcasts
Please Check Upcoming Webinars and Podcasts HERE!
ALLIED PROFESSIONAL EVENTS WITH WAMM!
• February: Real estate Investment Panel - invited speakers and date to be announced once confirmed.
• March 18: How the 2020 Election may Affect Investments and Markets, featuring Ben Phillips, Chief Investment
Officer, EventShares, moderated by Isaac Boltansky, Policy Director, Compass Point Research & Trading.
WAMM website for info and payment: http://www.wammdc.org/
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MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!
We are proud to announce FPA membership anniversaries for 2019!
Five Year Members
Judith Barnhard, Kevin Haynes, Olivia Lee, Griffin Baker, Nedra Agnew, Susan Chesson, Benjamin Compton. Joseph Van Name, Robert Alfred, Tony Rieck, Emily Purdon, Trey Isom, Jennifer Davis, Alvin
Carlos, Delores Dorsett, Jan Mitchellson-Boyle, Amanda Ansell, Michael Alan Ness, Ryan C. Phillips, John Wittelsberger, Christopher H. Long, Kevin McLoughlin, Debbie Gallant, Cecile Hult, John Crumrine,
Jasat Naseema, Kenneth Rowe, Pamela Settlage, Theodore Davis, Mary Smart, Stephen Polan, Jennifer VanLandingham, Dominick Parillo
Ten Year Members
Paul Garrard, Alfonso Burgos, Matthew Gelfand, Miriam Boysen, Jonathan Winter, John Jones, Jr., Jennifer Gallant, Lori Trawinski, Jeff Schatz, Yusuf Abugideiri, Lois Fishman, Howard Pressman
Fifteen Year Members
Ann Lung, Donna Patterson, Marjorie Burnnett, Jennifer Quigley, Michael Schiff, Kris Kornemann, Paul Abbou,
Kathleen Duffy, James Adkins, Elizabeth Clough, Roy Werthmuller
Twenty Year Members
Miye Wire, David Brown, Norma Graves, Jason Williams, Eric Hess, David Kauffman
Twenty-Five Year Members
Basil Herzstein, Susan Hamilton, Peter Speros, Walter Lincoln
Thirty Year Members
Gary Altman, Dana Sippel, Maria Cornelius, Lisa Kirchenbauer, Delanne Conte
Thirty-Five Year Members
David Petersen, John May, Herbert Hopwood
Forty-Five Year Members
Bobby Glass
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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 Chris Rivers, 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 NCA NEW MEMBERS
WE WELCOME OUR DECEMBER 2019 AND JANUARY 2020
NEW MEMBERS
Kristen Andrejev CFP® Andrew Cook CFP® SBSB Wells Fargo Advisors McLean, VA 22102 Fairfax, VA 22032 Dennis Elias CFP® Dennis Grossman Bethesda, MD 20814 Lighthouse Financial Planning, LLC Potomac, MD 20854-2618 Lauren Harvey Deborah Klein Reston, VA 20190-5387 Azzad Asset Management Herndon, VA 20171
Ray Lamberti David Sachrison CFP®, CRPC Wells Fargo Bank Alexandria, VA 22305-1519 Gaithersburg, MD 20878-5745
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2020 OFFICERS AND DIRECTORS
PRESIDENT: PARKER TRASBORG, CFP® - 703-425-0700
CJM WEALTH ADVISERS, LTD., [email protected]
CHAIR: CHRIS RIVERS, CFP® - 202-887-8135
ARMSTRONG, FLEMING & MOORE, INC., [email protected]
PRESIDENT-ELECT: ROSE PRICE, CFP® - 703-356-4360
VLP FINANCIAL ADVISORS, [email protected]
TREASURER: KIRK TAYLOR, CFP® – 703-847-2500
WEST FINANCIAL SERVICES, INC., [email protected]
SECRETARY AND CHAIR OF ADVOCACY DAY: KELLY McNERNEY, CFP® - 703-889-1111
FJY FINANCIAL, [email protected]
PR AND COMMUNICATIONS: KELLY McNERNEY, CFP® - 703-889-1111
FJY FINANCIAL, [email protected]
SPONSORSHIPS: SAM BOYD, CFP® - 240-482-4001
CAPITAL ASSET MANAGEMENT GROUP, [email protected]
SPONSORSHIPS: CHRIS MELLONE, CFP® - 703-356-4360
VLP FINANCIAL ADVISORS, [email protected]
PROGRAMS: CARL HOLUBOWICH, CFP® - 202-887-8135
ARMSTRONG, FLEMING & MOORE, INC., [email protected]
PROGRAMS: CATHERINE MULCAHY, CFP® - 703-940-5915
ALEXANDRIA CAPITAL, [email protected]
SOCIAL EVENTS AND ALLIED PROFESSIONALS: AARON CLARKE, CFP® - 240-268-1000
HALPERN FINANCIAL, INC., [email protected]
SOCIAL EVENTS AND ALLIED PROFESSIONALS: CHRISTINA WHITE, CFP® - 703-506-0030
EGAN, BERGER, WEINER, LLC, [email protected]
MEMBERSHIP: CORYN ROSENSTOCK, ESQ. – 301-468-3255
ALTMAN ASSOCIATES, [email protected]
MEMBERSHIP: VERNON BIGGS – 312-557-3405
FLEXSHARES, [email protected]
NEXGEN: GRACE ROGAN, CFP® - 703-722-2212
KCR WEALTH MANAGEMENT, LLC, [email protected]
NEXGEN: RILEY SAUNDERS, CFP® - 703-5068208
CASSADAY AND COMPANY, [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]
