FPA Headlines - c.ymcdn.com · FPA National Capital Area Newsletter Page 4 April 2017 2017 FPA NCA...

FPA National Capital Area Newsletter Page 1 April 2017

President’s Message Brian Jones, CFP®

Continued on page three

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

Level Awards for 17 Consecutive Years!

Volume 18, No. 4, April, 2017 Web address: www.fpanca.org

FPA Headlines The Newsletter of your local association

Bryan Beatty, CFP®, AIF® President’s Message

If you missed out on our March lunch program you missed a very interesting look at a way of thinking about

economics. Roger Arnold talked about the four dominant issues that drive human interaction in the world today; put

together, they constitute the global metanarrative. They are energy, technology, demographics and debt. Although

each issue is distinct and the study of them can be esoteric, each has general themes, and the way they interact is

critically important for all investors to become aware.

Summary: What’s good for America is good for the rest of the world. A fairly optimistic look at the economy

going forward.

I saw a few new faces at media training hosted by Ben Lewis. You can get a copy of the tips for working with the

media by signing onto OneFPA.org and searching for PR resources or attending one of our future media training

session usually held in March.

April gives us a small break from lunch meetings as tax season closes mid-month with a post-tax day Happy Hour

with CE with Gary Altman of Altman and Associates at Maggiano’s in Chevy Chase from 5 ‘til 7ish pm. You can

register here.

Baseball season is upon us and both the Orioles and Nationals look like they will be playoff caliber squads. I will be

attending my 18th straight opening day game at Camden Yards. You can’t have a baseball start without thinking about

the warmer weather and longer days which allow for rounds of golf. Please join us for our annual Charity Golf Outing

that benefits charities such as the Foundation for Financial Planning and area scholarships for CFP programs. This

year’s golf outing will be held once again at Westfield’s Golf Club in Clifton on May 3rd 2017. You can register here.

Sponsorships and 4-somes are going fast. Get the early bird rate before April 1st!

Continued on next page

http://www.fpanca.org/

https://fpanca.site-ym.com/events/event_list.asp




FPA membership pays for itself. Use your benefits today.

Continued from previous page

The June symposium is June 5th at the Dulles Hyatt. “Navigating Change in The Age of Uncertainty” will be our

theme!

This year’s Spring Symposium will be divided into 2 sections: Helping Your Clients Navigate Change

Successfully and will feature a keynote presentation by Wade Pfau, PhD, CFA Professor of Retirement Income at the

American College and Director of Retirement Research at McLean Asset Management. We’ll then put the focus on

you as we explore Navigating Change in Your Own Practice featuring Bob Veres speaking about where the

profession is going and where it needs to go. We’ll have the usual sessions on technical topics and hopefully give

you tools that will help you navigate 2017 and beyond! You can find out about the program and register here.

Don’t forget to Do One Thing! Our Chapter Committees always need your help and involvement! Please let us know

which area you would like to offer your assistance!

I look forward to seeing you soon at our upcoming events.

Best Regards,

Bryan Bryan Beatty, CFP®, AIF®

2017 FPA NCA President

[email protected]

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.

http://fpa.informz.net/z/cjUucD9taT0zNTgwNjc2JnA9MSZ1PTgyNDM3MTkyOCZsaT0yMTA1Mzc3Ng/index.html

https://fpanca.site-ym.com/events/EventDetails.aspx?id=907752&group=

mailto:[email protected]

https://www.onefpa.org/MyFPA/member-discounts/Pages/default.aspx



2017 FPA NCA EVENT SCHEDULE Details on our activities are published on our web site at www.fpanca.org

Thursday, April 20, 2017 – Happy Hour with One Hour of CE, Maggiano’s Chevy Chase – See Page 5

Wednesday, May 3, 2017 – Annual Charity Golf Event, Westfields Golf Club, Clifton, VA – See Pages 6-9

Monday, June 5, 2017 – Spring Symposium, Dulles Hyatt, Herndon, VA – See Page 10

Tuesday, June 13, 2017 – NexGen Study Group

Tues. & Wed. – June 20-21, 2017 – FPA Advocacy Day in Washington, DC – See Page 10

Thursday, June 22, 2017 – Happy Hour – NO CE – Chima Restaurant, Tysons Corner, VA

Fri. – Sun., June 23-25, 2017 – NexGen Gathering, Chicago, IL

Thursday, July 12, 2017 – Happy Hour with One Hour of CE, Bazin’s, Vienna, VA

Wednesday, July 26, 2017 - NexGen Retreat, Country House, Great Falls, VA – See Page 11

Please see additional Program Dates on Page 23 of this Newsletter!

WE WELCOME OUR FEBRUARY 2017 NEW MEMBERS!

James C. Fiske, CFP® Alyssa Lum

Brown Advisory Sterling, VA 20165

Washington, DC 20009

Nicholas Manley Andrea McClelland

Atlantic Northwest Group Greenbelt, MD


Ken Montgomery Will J. Thomas, III,

Montgomery Village, MD 20886 CFP®, CIMA, CTFA

The Liberty Group, LLC




MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!

We are proud to announce FPA membership anniversaries for 2017!

Five Year Members Janet White, Eric Sanders, Kelly Wright, Mark Martin, Brett Roper, Andrew Miller, Meghan Lusk, Eric Scruggs

Ten Year Members

Amy English, Brad Long, Cynthia Irving, George Reilly, Mary McCormick

Fifteen Year Members

Deborah Bowles, Thomas Conway, Lawrence Beavers, Mark Weber

Twenty Year Members

Bradley Sheahan, William Price, Shimson Plotkin

Twenty-Five Year Members Mike Kalas, Frederick Cornelius

Thirty Year Members Haydee Toedtman

Join Us! April 20, 2017 – Happy Hour with one Hour of CE!

Maggiano’s Chevy Chase – 5PM – 7PM

Gary Altman, JD, LLM (Tax), CFP®

Presenting “The 12 Biggest Estate Planning Mistakes”

1 CFP CE Approved! 1 VA Insurance Approved! 1 CIMA CE Approved! CPA CPE Offered!

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

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

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

event will be limited to the first 60 Registrations due to space limitations. SO HURRY AND REGISTER!!!

Gary Altman is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, where

he has been serving the Washington metropolitan area, practicing law since 1980 and estate planning since 1988.

The firm’s practice is dedicated to all aspects of estate law: estate planning; tax planning; charitable planning;

premarital agreements; business succession planning; special needs planning; elder law; 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.



GOLF: We’re Stepping Up Our Game --- Are You?

Join us on May 3, 2017 at WESTFIELDS GOLF CLUB in Clifton, VA for our 24th Annual Charity Golf Classic!

This Charity event will benefit the Foundation for Financial Planning and other FPA NCA chapter Pro Bono

programs. You will enjoy our location and the expert course there at NO ADDITIONAL CHARGE FROM

PREVIOUS YEARS! We have special new treats to enhance your day:

Practice and Registration Opens at 11:30AM

Enjoy Lunch at The Grill on the Greens with Hamburgers and Hot Dogs!

Beverage Cart on the Greens with Unlimited Domestic Beer, Sodas, Gatorade and Water!

Complimentary Cold/Warm Towel Service on course, as weather dictates!

Professional Scoring and Results posted on the Clubhouse big screen TV!

Black Tees Buffet Dinner with Raffles and Awards!

Early Bird Registration Fee - $175/person

Early Bird Foursome Discount - $575

Golf Clinic plus Dinner, Awards and Raffles - $99/person

Attend Dinner, Awards and Raffles - $75/person

Payment must be received at time of Registration, No Refunds after April 1st. Substitutions will be accepted.

Cancellations prior to April 1st subject to a $100 processing fee. Entry fee includes greens fees, professional scoring

cart, driving range, beverages on the course, lunch at the Grill before golf and Buffet Dinner after golf.

After April 1st – Single - $225 – Foursome - $675

Register on line now at www.fpanca.org!

SPONSORSHIPS AVAILABLE! PLEASE SEE SPONSOR INFORMATION IN THIS NEWSLETTER!





Join Us! Registration Now Open!!

Our 4th Annual FPA DC Advocacy Day will be on June 20-21

FPA has officially opened registration for this year's FPA DC Advocacy Day! The event will

be in DC on June 20-21st this year with an added half day symposium on Tuesday

afternoon for no increase in registration fee from last year.

FPA has reserved a block of rooms at a hotel just two blocks from the Hill, but as always, sign

up early to guarantee your room! For more info, go to this link:

https://www.onefpa.org/advocacy/Pages/Advocacy-Day.aspx

We would love to have you join us in D.C. to help advocate for your profession!

Save the Date! Open for Registration Now!

June 5th Spring Symposium – Dulles Hyatt, Herndon, VA

Our Programs Committee has an exciting June Symposium planned! Our theme is “Navigating Change in the

Face of Uncertainty” and we are going to look at it from two viewpoints: Helping you navigate change and

uncertainty in your business and Helping you advise clients on how to manage change and uncertainty.

We will kick the day off with Wade Pfau – sponsored by Fairway (as almost a follow on from our Winter

Symposium). He will be talking about addressing the “uncertainty” of coming up short in retirement by taking

a practical look at the place of reverse mortgages in our future planning.

We’ll continue the morning with a well-known speaker, sponsored by Schwab- Victor Gaxiola with Hearsay

Social, talking about being an advisor in the digital age. We’ll continue the afternoon with Catalyst and

American Century providing investment-related updates and ideas as well as a neat session sponsored by Legg

Mason on aging and its impact on housing for our clients.

Finally, we’ll wrap up a great day with Bob Veres speaking about the future of advice. If you haven’t gotten

his book, you might want to. In short, you’ll be better prepared to navigate change in the future in your practice

and with your clients.

There will NOT be Ethics at this session, we’ll do that later in the Fall for non-early morning people. At lunch

we will be honoring Elissa Buie for her Lifetime Achievement Award, as well as Kathleen Sindell for her

Leadership Award, and as always, there will be a happy hour to give us a chance to connect and unwind. We

expect CEs for most of our sessions and think it will be well-worth a day out of your schedule.

Be sure to mark your calendar for our next Happy Hour with CE on July 12 at Bazin’s in Vienna, VA. More to

come as we line up a great speaker to keep those CEs coming at you!

http://www.fpanca.org/[email protected]&job=2871138&ymlink=106947630&finalurl=https%3A%2F%2Fwww%2Eonefpa%2Eorg%2Fadvocacy%2FPages%2FAdvocacy%2DDay%2Easpx






Past Presidents Advisory Council (PPAC)

Gary Altman, JD, CFP Alexandra Armstrong, CFP Tracey A. Baker, CFP

U. Calvin Brown, MST, CFP Glen J. Buco, CFP Elissa Buie, CFP

Jannet S. Carpien, CFP Stephan Q. Cassaday, CFP Rita Cheng, CFP

Nicolet V. Evans, CFP Ryan Fleming, CFP Marjorie L. Fox, JD, CFP

Inga B. Frank, CFP Arthur M. Gelman, JD Barry Glassman, CFP

Eric Hess, CFP Clyde G. Hohenstein, CFP Mark E. Johannessen, CFP

Brian T. Jones, CFP Timothy W. Jones, CFP Paul Juergensen, II, CFP

Glenn G. Kautt, CFP, EA Daniel P. Lasy, 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 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

Launching the Encore Group, a new FPA NCA Community

A growing number of newer FPA NCA members are just starting out in our profession as career changers. Like

many of our clients, they are launching second careers – taking the Certified Financial Planner coursework either

online or through a local certification program. This new group will encourage networking between established

planners and new entrants to the field, and will offer opportunities for idea sharing and camaraderie for newly

credentialed planners who don’t quite fit the NexGen mold.

If you are interested in joining the group, please let Susan Chesson know: [email protected]

NEXGEN: Big Focus on getting this survey filled out:

NexGen! Please take 5-7 minutes to fill out the NexGen Volunteer and Networking Opportunities survey. This is

your chance to volunteer for next year’s committees, and give your input on what we should be doing to better

serve you needs and opinions!


https://www.surveymonkey.com/r/YGYXH3G


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.

https://www.onefpa.org/MyFPA/MyChapter/Pages/MediaTraining.aspx




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.

2017 PLATINUM SPONSORS

ALTMAN & ASSOCIATES

Gary Altman, (301) 468-3220, [email protected]

AMERICAN CENTURY INVESTMENTS

Wes Kabance, 703-402-6371, [email protected]

AMERICAN FUNDS

Brian Casey, Srikanth Vemuri and Marek Blaskovic, 877-421-5334 [email protected],

[email protected], [email protected]

ATEGRA CAPITAL MANAGEMENT

Jon Holtaway, 202-913-7702, [email protected], and

Kristyna Nepivodova, 202-644-6129, [email protected]









2017 PLATINUM SPONSORS CONTINUED

CATALYST FUNDS

Angele Ryan, 302-388-6900, [email protected]

FAIRWAY MORTGAGE CORPORATION

Will Gaines, 703-401-0241, [email protected]

LEGG MASON & Co., LLC

John Fuggi, 203-703-7807, [email protected], Eric Kruk, 410-340-5235,

[email protected], Billy Childs, 203-703-7891, [email protected], and

Steve Jobe, 203-703-7756, [email protected]

MFS FUND DISTRIBUTORS, INC.

Emily Dupre, Jennifer Dahill, Stephen Burkhardt, John Jesse

[email protected]; [email protected]; [email protected]; [email protected]

SCHWAB ADVISOR SERVICES

Robert Ciullo, 703-506-8243, [email protected]













2017 PLATINUM SPONSORS CONTINUED

THORNBURG INVESTMENT MANAGEMENT

Dan Reilly, 877-215-1330, ext. 7299, [email protected]

2017 GOLD SPONSORS

ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK

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

[email protected] and [email protected]

ALGER Jeffrey Leone, 202-821-6575, [email protected], or

Jon Ferraiolo, 212-806-8875, [email protected]

ENVESTNET

Mathieu Stroh, 206-428-4657, [email protected]

CANTOR FITZGERALD

McKenzie Campbell, 212-359-8715, [email protected]









2017 GOLD SPONSORS CONTINUED

FIDELITY INVESTMENTS

Russ Kubie, 617-279-3492, [email protected] and Tim Buick, [email protected]

FLEXSHARES

Vernon Biggs, 312-557-3405, [email protected]

IVY FUNDS

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

[email protected], [email protected] and [email protected]

JEFFERSON NATIONAL

Joe Richardson, 502-587-3837, [email protected]

MARKEL CAMBRIDGE ALLIANCE – A MARKEL SPECIALTY PROGRAM

Greg Severinghaus, (800) 431-1270, ext. 7925, [email protected]

OSTERWEIS CAPITAL MANAGEMENT

Antoine Piron, 800-700-3316, [email protected]











2017 GOLD SPONSORS CONTINUED

VIRGINIA 529

Lori Bennett, 804-225-3421, [email protected]

Rebecca Lyons, [email protected]

WASHINGTON FIRST MORTGAGE

Mike Eastman, 571-327-2145, [email protected]





2017 OFFICERS AND DIRECTORS

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

Egan, Berger, Weiner, LLC, [email protected]

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

VLP Financial Advisors, [email protected]

President Elect: Howard Pressman, CFP® - 703-506-0843

Egan, Berger, Weiner, LLC, [email protected]

Treasurer: Chris Rivers, CFP® - 202-887-8135

Armstrong, Fleming & Moore, Inc., [email protected]

Secretary and Advocacy Chair: Parker Trasborg, CFP® - 703-425-0700

CJM Wealth Advisers, Ltd., [email protected]

Programs: Lisa Kirchenbauer, CFP® - 703-387-0919

Omega Wealth Management, LLC, [email protected]

Kirk Taylor, CFP® – 703-564-9109

1st Portfolio Wealth Advisors, [email protected]

Membership: Carl Holubowich, CFP® - 202-887-8135

Armstrong, Fleming & Moore, Inc., [email protected]

Sponsorships: Rose Price, CFP® - 703-356-4360

VLP Financial Advisors, [email protected]

Melissa Sotudeh, CFP® - 240-268-1000

Halpern Financial, [email protected]

Social Events: Christine Damico, CFP® 703-534-4444

Glassman Wealth Services, [email protected]

Public Relations: Sam Boyd, CFP® - 240-482- 4002

CAPITAL Asset Management Group, [email protected]

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

Sullivan, Bruyette, Speros and Blayney, [email protected]

NexGen: Aaron Clarke, CFP® – 703-293-3100

Acorn Financial Services, [email protected]

Mark Cecchini, CFP® - 703-734-9300

Sullivan, Bruyette, Speros and Blayney, [email protected]

Pro Bono: Susan Chesson, CFP® - 540-931-9051

Focus Wealth Management, Ltd., [email protected]

Shellie Peters, CFP® - 301-656-1200

Bridgewater Wealth & Financial Management, LLC, [email protected]

Executive Director: Peggy Nelson, 703-620-1712

FPA National Capital Area, [email protected]

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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