FPA National Capital Area Newsletter Page 1 August 2014

President’s Message Brian Jones, CFP®

Continued on page three

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

Level Award for 13 Consecutive Years!

Volume 15, No. 8, August, 2014 Web address: www.fpanca.org

FPA Headlines The Newsletter of your local association

Helen Modly, CFP®, CPWA® President’s Message

Now that we have passed the half-year mark, I can officially refer to myself as the outgoing President! Ken Robinson,

our President-elect has already begun planning for his year as our 2015 President.

Many of you will be heading to the beaches, mountains, lakes and rivers for your annual vacations this month. While

FPA doesn’t have any membership meetings in August, we will be busy on several fronts.

Most importantly, we will be transitioning over to our updated website very soon and we are very interested in your

comments and suggestions. As any of you who have had to develop a website know, this has been a huge project for

the chapter, and especially for Peggy.

There are many great programs on the schedule for the fall and I hope to see you at one or more of them. As always,

please feel free to email me with any comments or suggestions.

Warmest regards,

Helen Modly

hmodly@focus-wealth.com

2014 President, FPA of the National Capital Area

FPA National Capital Area Newsletter Page 2 August 2014

2014 FPA NCA EVENT SCHEDULE

Details on our activities will be published on our new web site at www.fpanca.org – Coming Soon!

August – No Events

Thursday, September 11, 2014 – NexGen Day of Community Service, 3PM – 7PM

Thursday, September 18, 2014 – Ethics Course, Maggiano’s, McLean, VA, 9AM – 11AM

Thursday, September 18, 2014 – Member Luncheon Program, Maggiano’s, McLean, VA, 11:30 – 2PM

Friday, September 19, 2014 – Member Breakfast, Washington, DC, 8AM – 10AM

Thursday, October 2, 2014 – Career Development Program, Bethesda CC, Bethesda, MD, 10AM – 11AM

Thursday, October 2, 2014 – Member Luncheon Program, Bethesda CC, Bethesda, MD, 11:30AM – 2PM

Thursday, October 16, 2014 – Member Happy Hour, Details Coming Soon, 5PM – 7PM

Tuesday, October 29, 2014 – NexGen Study Group, McLean, VA, 5:00PM – 7PM

Thursday, November 20, 2014 – Member Luncheon Program, Maggiano’s, McLean, VA, 11:30AM – 2PM

Thursday, December 4, 2014 – Member Breakfast, Dan Lash’s Office, Vienna, VA, 8AM – 10AM

Thursday, December 11, 2014 – Member Luncheon Program, Maggiano’s, McLean, VA, 11AM – 2PM

Friday, January 23, 2015 – Winter Symposium, Dulles Hyatt, Herndon, VA, 6AM – 6PM

Did You Know?

FPA NCA is in the process of building a new web site. Our Fall and Winter events will be posted to the new web site

once it has been finalized. We hope to have the new web site finalized soon in the beginning of August, once our web

site designers and platform managers can build and transfer our existing web site details. Thank you for your patience

during this transition process!

FPA National Capital Area Newsletter Page 3 August 2014

FPA National Capital Area Newsletter Page 4 August 2014

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.

Ethics Course and Luncheon Program Speaker

September 18, 2014, 10AM Check in for Ethics Course

Maggiano’s Restaurant, McLean, VA

Ethics Course Presented by Dan Candura

Ethics Course Free for Members

Non-Members - $50.00

Ethics Course - 2 CFP, 2 CIMA, 2 MD Insurance and 2 VA Insurance Offered – Pending Approvals!

Luncheon Speaker: Scott West from INVESCO – StorySellling for Financial Advisors

Check in For Luncheon Program at 11:30AM

Luncheon Program - $40.00 for Members

$60.00 for Non-Members

NO CE for this Luncheon Program

Our luncheon program speaker will be Scott West from INVESCO speaking on Financial Advisors

Communications with Clients. "Communication works for those who work at it." (John Powell)

Overview: Highly persuasive financial professionals often engage clients by translating Wall Street jargon into

Main Street values, using metaphors, analogies, anecdotes and illustrations. In "StorySelling for Financial

Advisors", we seek to provide you with the tools to lead investors to faster and more confident decisions, to

incorporate emotion and experiences into your conversations and learn successful stories used by top financial

professionals.

From the keynote presentation, learn - How to align your sales process with your client's decision process; How

to engage both sides of the brain; and The Socratic method of selling.

View the 3-Minute Presentation Trailer where Scott West and Dave Saylor discuss how the StorySelling

program helps financial professionals get, keep and grow business.

You may register for one or both sessions.

FPA National Capital Area Newsletter Page 5 August 2014

FPA National Capital Area Newsletter Page 6 August 2014

Join us for Breakfast! Learn More About Your Chapter and Meet our Board!

Find out how you can Become More Involved and Active in our Chapter!

Choose the date and location most convenient for you!

September 19, 2014 – Ryan Fleming’s Office, Armstrong, Fleming & Moore, Inc., Washington, DC

December 4, 2014 – Dan Lash’s Office, VLP Financial Advisors, Vienna, VA

Please register on line so that we plan appropriate refreshments! Thank you!

FPA NCA MEMBER AND SPONSOR HAPPY HOUR!

October 16, 2014 – Location and Details to be published soon!

Please register on line so that we plan appropriate refreshments!

We Look Forward to Meeting You There!

SAVE THE DATE ON YOUR CALENDAR NOW!

WINTER SYMPOSIUM – FRIDAY, JANUARY 23, 2015, 6AM – 6PM

DULLES HYATT, HERNDON, VA 20171

FPA National Capital Area Newsletter Page 7 August 2014

University of Maryland University College Offers a Registered CFP Program

On June 11, 2014 the CFP Board informed Peter Munger, the Program Director of the University of Maryland, that

the UMUC School of Undergraduate Studies has been approved to offer a CFP educational program that will help

qualify students to sit for the CFP exam. CFP Board-Registered Programs are financial planning education

programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill

the education component for obtaining CFP® certification. Individuals who meet the CFP Board's education

requirement are eligible to sit for the CFP® Certification Examination. Successful completion of the education and

examination components completes two of the core prerequisites to obtain CFP® certification. To register a

program, an institution must submit an application for review by the CFP Board. Registration is granted on a

biennial basis and must be renewed every other year.

Kathleen Sindell, Co-Chairperson of the FPA NCA Pro Bono Committee has been invited by UMUC to accompany

the CFP Program Director, Peter Munger, to attend the CFP Board's annual Registered Program Conference that

brings together faculty and program directors from institutions around the country that provide professional

financial planning education and assists individuals in pursuing CFP® certification. Kathleen Sindell is a Course

Chairperson II for several of the newly registered CFP courses. For more information about the new CFP registered

program at the University of Maryland, University College see below.

University of Maryland University College, Business Administration, Finance

Dr. Peter G. Munger, Academic Director

1616 McCormick Drive, Largo, MD 20774

240-684-2815, Peter.munger@umuc.edu, www.umuc.edu

SAVE THE DATE! OCTOBER 2, 2014

PROFESSIONAL DEVELOPMENT AND MEMBER LUNCHEON PROGRAM

FEATURING – DON CONNELLY, PUTNAM INVESTMENTS

BETHESDA COUNTRY CLUB, BETHESDA, MD

CHECK IN BEGINS AT 10AM

MORE DETAILS AND ADDITIONAL SPEAKER ANNOUNCEMENT TO BE PUBLISHED SOON!

FPA National Capital Area Newsletter Page 8 August 2014

NEXGEN STUDY GROUP SESSION

ANNOUNCED FOR OCTOBER 29, 2014

FEATURING ELEANOR BLAYNEY FOR A CIRCLE GATHERING

Event Held at the Offices of Sullivan, Bruyette, Speros & Blayney (SBSB)

5:00 – 7:00PM, McLean, VA

YOU DO NOT WANT TO MISS THIS PROGRAM!

DECEMBER 11, 2014 – FPA NCA ANNUAL MEETING AND LUNCHEON SPEAKER

FEATURING STEPHEN FULLER

MAGGIANO’S RESTAURANT, MCLEAN, VA

CHECK IN AT 11AM, PROGRAM BEGINS AT 11:30AM

PLEASE ATTEND TO HELP US HONOR DR. FULLER FOR HIS OUTSTANDING WORK

AT THE CENTER FOR REGIONAL ANALYSIS!

HELP US VOTE TO APPROVE OUR 2015 OFFICERS AND DIRECTORS!

WE WANT TO SEE YOU THERE!

FPA National Capital Area Newsletter Page 9 August 2014

NOVEMBER 20, 2014 PROFESSIONAL DEVELOPMENT AND LUNCHEON SPEAKER PROGRAM

MAGGIANO’S RESTAURANT, MCLEAN, VA

CHECK IN BEGINS AT 10AM

FIRST SPEAKER – RICH WEISS, AMERICAN CENTURY INVESTMENTS

“ESSENTIALS OF TARGET-DATE DESIGN ANALYSIS”

SECOND SPEAKER – JANET BODNAR, KIPLINGER PERSONAL FINANCE MAGAZINE

MEMBERS - $40.00, NON-MEMBERS - $60.00

CREDIT INFO TO BE POSTED SOON

DON’T MISS THIS FANTASTIC PROGRAM WITH THESE TWO GREAT SPEAKERS!

Message from Rita Cheng, CFP®

Member of FPA National Board of Directors

I hope you are having an enjoyable summer. I have some exciting news to share with you.

• As you all know, FPA is a terrific resource for members looking to tap into the knowledge and experience of their

financial planning peers. To help members tap into specific subject matter in a more in-depth, meaningful way FPA is

rolling out “Knowledge Circles.”

• Over the next 12-months this exciting new program will involve the rollout of eight Knowledge Circles, each with a

specific focus area. The circles will be spearheaded by volunteers who will act as hosts of content, facilitators of

discussion, and “engagers” of circle participants.

• The first three Knowledge Circles will be rolled out at FPA BE in Seattle this September. Those circles are Business

Success, International, and Retirement/Social Security Optimization. Over the following months, we will introduce circles

for Estate Planning, Investment Planning, Risk Planning, and Tax Planning.

• The Knowledge Circle program will not only allow participants to delve deeper into these core subject areas, but will be

central to future FPA programming. By using these circles as proving grounds, FPA will be better positioned to create

content of importance and interest to the members.

• I will share more information with you about the wonderful new program in the weeks and months ahead. I hope each of

you will consider participating or hosting for one of the circles.

• To learn more about Knowledge Circles, please visit www.OneFPA.org and then “Community.”

FPA National Capital Area Newsletter Page 10 August 2014

CONGRATULATIONS TO THESE OUTSTANDING FPA MEMBERS –

WHO HAVE BEEN SO SUPPORTIVE OF OUR LOCAL FPA NCA CHAPTER!

PLEASE REVIEW INVESTMENT NEWS

“40 UNDER 40”

Review Here: http://www.investmentnews.com/section/40-under-40/listing

TO THESE FPA MEMBERS WHO HAVE HELPED TO SUPPORT AND NURTURE OUR LOCAL FPA

NCA CHAPTER – WE CONGRATULATE YOU!

Laurie Belew, Senior Financial Adviser, FJY Financial

Michael Kitces, Partner and Director of Research, Pinnacle Advisory Group

Katherine Liola, President, Concentric Private Wealth

Sameer Somal, Chief Financial Officer, Blue Ocean Global Wealth

FPA National Capital Area Newsletter Page 11 August 2014

We have updated our military pro bono opportunities for FPA members. If a veteran is not in your area you can help remotely with video conference. Please click the sign up links below and read for more details. You can sign up without an account. We will follow up with any additional questions you may have. Thank you for helping our veterans accomplish their financial mission as they prepare to begin home ownership.

Operation Homefront | Approximately 150-300 veterans a year

Homes for our Troops (physically injured veterans) | Approximately 50-100 a year

On behalf of FPA Pro Bono, Noreen Coughlin, Mission Outreach Director (and FPA Pro Bono Director) www.foundation-finplan.org Tel: (770) 938-1110 Fax: (678) 623-3450 2193 Northlake Parkway, Ste 110, Tucker, GA 30084 - Text ITMATTERS to 20222 and donate $10 to support Pro Bono Financial Planning

Help People Take Control of Their Financial Lives. The support you provide today enriches the lives of the under served tomorrow.

Donate

The Foundation for Financial Planning is sustained entirely by the generous support of our donors. Money you donate goes directly toward supporting pro bono financial planning services, and makes a significant, positive impact on those in need. Donate Now »

Volunteer

Pro bono financial planning enriches the lives of everyone who participates, and volunteers are no exception. We provide financial planners with the training and assistance to give back on a pro bono basis-and we're always looking for more volunteers. Volunteer Now »

Grants & Programs

The Foundation for Financial Planning awards grants to non-profit organizations for pro bono financial advice and community outreach activities. Our track record of success, both for grant recipients and those who receive pro bono financial advice, speaks for itself. Learn More »

FPA National Capital Area Newsletter Page 12 August 2014

Announcing the First Time Ever, CFP Board

Invitation to Firm’s Night Event

JW Marriott – Washington, DC – August 7-8, 2014

Information Regarding Firms’ Night

For the first time ever, CFP Board has invited firms to participate at CFP Board’s Registered Program Conference during a Firms' Night event on Thursday, August 7, 2014, from 6 - 8:30 p.m. During the course of the evening, representatives from Registered Programs will have the chance to meet with firms to discuss a variety of issues. This is an opportunity to connect with firms and develop relationships that will help you and your students in the effort to get

students into the workforce as CFP® professionals.

If you have a firm that you would like to invite or are part of firm that would like to be present, please let us know.

We hope to see you at this year's conference! If you have any questions, please feel free to contact us at registeredprograms@cfpboard.org.

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. registeredprograms@cfpboard.org

P 800-487-1497 • F 202-379-2299 • CFP.NET 1425 K STREET, NW #500 • WASHINGTON, DC 20005

Retirement. Budgeting. Taxes. Investments. Estate planning. Insurance. Let's

make a plan.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

FPA National Capital Area Newsletter Page 13 August 2014

WELCOME JUNE NEW MEMBERS

Alvin Carlos CFA Jennifer Davis CFP® District Capital Management, LLC Connemara Fee Only Planning LLC 4740 Bradley Blvd Apt 320 Apt 320 1700 Rockville Pike Ste 400 Chevy Chase, MD 20815 Rockville, MD 20853 Phone: (240) 821-0770 Phone: (301) 998-6595 Email: acarlos@districtcapm.com Email: jennifer@connemarafeeonly.com Dolores Dorsett Reed Hurt 307 Yoakum Pkwy Unit 1226 Unit 1226 1111 11th St NW Apt 410 Alexandria, VA 22304 Washington, DC 20001 Phone: (703) 000-0000 Phone: (434) 981-0259 Email: ddorsett15@icloud.com Email: reed.hurt@gmail.com Amy Killoran Mark Kuniholm CFP® ®, CTFA 8600 Cottage St SunTrust Investment Services Vienna, VA 22180 1114 Devon St Phone: (404) 210-2695 herndon, VA 20170 Email: Akinatl@gmail.com Phone: (703) 344-4894 Email: mark.kuniholm@suntrust.com Crystal Matlock CRPS Jeffrey Miller Clarendon Wealth Management University of Delaware 10323 Emerald Rock Drive 18 5th St NE Oakton, VA 22124 Washington, DC 20002 Phone: (571) 257-3247 Phone: (443) 854-3771 Email: crystal@clarendonwealth.com Email: millerjf@udel.edu Barbara Mulvey James Simon CFP® McLean Mortgage Corporation Charles Schwab 11325 Random Hills Rd Ste 400 330 John Carlyle St Suite 120 Fairfax, VA 22030 Alexandria, VA 22314 Phone: (571) 419-6604 Phone: (904) 866-7539 Email: Email: james.simon@schwab.com Joan Zaorski 11102 Brookline Dr Fairfax, VA 22030 Phone: (703) 473-3718 Email: jzaorski@att.net

FPA National Capital Area Newsletter Page 14 August 2014

MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!

We are proud to announce FPA membership anniversaries for 2014!

Five Year Members

Matthew Gelfand, Alfonso Burgos, Michael Wroblewski, Paul Garrard, Miriam Boysen, Frederic Burke, C. Mark

Gurley, Jeffery S. Adair, John Jones, Jennifer Gallant, Lori Trawinski, Joseph Rowley

Ten Year Members

Ann Lung, Jennifer Quigley, Donna Patterson, Marjorie Burnett, Joseph Bell, Cristal Baron, Christine Marie Parker,

Kris Korneman, Alejandro Murguia, Michael Schiff, Paul Abbou, Craig Brimhall

Fifteen Year Members

William DuBose, Michael Conaway, Miye Wire, Mary Mathias, Sidney Lee, Carl Trevisan, Thomas McVeigh, Herald

Bennett

Twenty Year Members

Gordon Bernhardt, William Loomis, Phil Simonides, Basil Herzstein

Twenty Five Year Members

Gary Altman, Birindar Chawla, Dana Sippel

Thirty Year Members

Patricia Houlihan, David Petersen, Bobby Glass, Patricia Kerns

Forty Year Members

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 15 August 2014

MEMBER ADVANTAGE PROGRAM

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

Your FPA membership includes discounts with several of FPA's discount participants. Get the most out of your FPA membership and start saving today! Take a look at some of the newest members in FPA's affinity program!

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.

SmartXpress Office Supplies Forty thousand business products with discounts of up to 70 percent. SmartXpress is the Smart alternative to shopping retail. Orders over $50 ship same day with free next-day delivery from 31 distribution centers. New customers receive an additional 25 percent off their first order of $100 or more.

Markel Cambridge Alliance The E&O program provided through Markel Cambridge Alliance for Registered Investment Advisers (RIA) and independent Investment Advisery Representatives (IAR) offers stability, quality of coverage and excellent customer service at a discount to FPA members. Markel Cambridge Alliance has been a long-term partner with FPA and has provided this coverage since 1988.

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.

FedEx FPA and FedEx are working together to bring you special FedEx discounts. Save up to 21 percent on select FedEx® shipping services and up to 15 percent on select FedEx OfficeSM services — no enrollment fees.

GEICO Save up to eight percent off GEICO's already low rates with this new member benefit. Take advantage of your free rate quote today.

Identity Theft Protection Program Every three seconds another identity is stolen. Protect your identity with LifeLock, the leader in identity theft protection. Get 30 days free and 10 percent off.

IPS AdvisorPro® Created by advisers, for advisers, this award-winning Web-based system helps advisers build fully customized Investment Policy Statements (IPS) quickly and easily and is available through FPA's Member Advantage program. Current FPA members can take advantage of a discounted rate on their first year's subscription when you sign up at http://www.ipsadvisorpro.com/.

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 16 August 2014

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.

Vacation Center Explore the world at discount prices and receive an exclusive FPA member discount at the FPA Member Advantage Vacation Center.

Wireless Center Save time and money at the FPA Member Advantage Wireless Center. Compare and purchase plans and phones from all major carriers and brands.

And more!

Start saving on all of your office and personal needs today! It's already included in your membership; take advantage of the FPA Member Advantage Program!

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.

NEW PRO BONO OPPORTUNITY

WASHINGTON CANCER INSTITUTE

Our FPA NCA Chapter is beginning a new Pro Bono relationship with the Washington Cancer Institute, and

possibly other Cancer Hospitals in the region. We anticipate that our opening presentations to patients and their

families will be later in 2014. Our Committee Chairs, Frank Boucher and Robert Sharer will be gathering more

information and developing the program and working relationship with this organization over the next few months.

However, we do anticipate the need for additional pro bono volunteers for this on-going project. If you would like

to volunteer to help with pro bono work at the Washington Cancer Institute or other Cancer Hospitals, please send

an email to Peggy at PeggyNelson8@verizon.net. We will put you on our list and update you as the program takes

shape and begins. Thank you for your help on this very important pro bono project!

FPA National Capital Area Newsletter Page 17 August 2014

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?

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

Financial Planning and other FPA NCA Pro Bono work.

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

Member Communications and Social Networking: 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

Help us Tweet and get the word out!

Maintain our Facebook Page and add pictures of our events

Encourage members to become LinkedIn with our chapter

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

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

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

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 Continued on next page

FPA National Capital Area Newsletter Page 18 August 2014

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 month

NexGen: NexGen is a Financial Planning Association community focused on the next generation of financial planners. This

community of young professionals (age 36 and under) is guided by the mission to foster learning and growth that contributes to

the legacy of the profession.

Help plan and implement our first Career Day

Help plan Study Group Sessions for NexGen members with credits

Help plan social events for NexGen members

Help plan our first NexGen Retreat

2015 Symposium Event: Help develop our Symposium Event(s).

Help plan and secure speakers, develop themes and tracks for the event(s)

Help plan and secure facility space and over-night rooms

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

Charity Golf Event Career Development Programs

Josh Halpern, CFP® and Melissa Sotudeh, CFP® Parker Trasborg, CFP® and Ilene Brostrom, CFP®

E-Mail Address: Josh.Halpern@RaymondJames.com Email Address: TrasborgP@CJMLTD.com and mgsotudeh@yahoo.com and Ilene.S.Brostrom@AMPF.com

Membership

Chris Rivers, CFP® and Patricia Ludwig E-Mail Address: CRivers@afmfa.com and pludwig@vlpfa.com

Partnerships Programming

Augie Zullo and Howard Pressman, CFP® Tommie Monez , CFP® and Jon Yankee, CFP®

E-Mail Address: Azullo@accessnational.com and E-Mail Address: TMonez@focus-wealth.com

HPressman@EBWLLC.com and JPY@FJYFinancial.com

Pro Bono Social Networking and Communications

Kathleen Sindell, PhD and Solon Vlasto, CFP® Public Relations and Media Relations

Email Address: ksindell@gcsr.com and Tracey Baker, CFP®

svlasto@pinnacleadvisory.com E-Mail Address: BakerT@CJMLTD.com

2015 Symposium Chair NexGen

Ryan Fleming, CFP® Matt Davis and Lauren Grove

Email Address: RFleming@afmfa.com Email Address: MTD@FJYFinancial.com and

LaurenG@YeBu.com

FPA National Capital Area Newsletter Page 19 August 2014

2014 PLATINUM 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

AMERICAN CENTURY INVESTMENTS

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

CALVERT INVESTMENTS

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

COLUMBIA MANAGEMENT

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

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

FIDELITY INVESTMENTS

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

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

FPA National Capital Area Newsletter Page 20 August 2014

2014 PLATINUM SPONSORS CONTINUED

INVESCO

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

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

PIONEER INVESTMENTS

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

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

PUTNAM INVESTMENTS

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

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

FPA National Capital Area Newsletter Page 21 August 2014

2014 GOLD SPONSORS

ADVISOR SHARES

Joe Yoon and Paul Doupe, 202-765-0921, JY@AdvisorShares.com, PD@AdvisorShares.com

ALTMAN & ASSOCIATES

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

AMERICAN FUNDS

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

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

ANJM@capgroup.com

APPLESEED FUNDS

Colin Rennich, 312-896-9660, Colin@Appleseedfund.com

1st PORTFOLIO

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

FOUNDERS FINANCIAL, INC.

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

FPA National Capital Area Newsletter Page 22 August 2014

2014 GOLD SPONSORS CONTINUED

IVY FUNDS

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

Eeignor@IvyFunds.com, Mfrank@IvyFunds.com and JBoldt@ivyfunds.com

JEFFERSON NATIONAL

Joe Richardson, 502-587-3837, JRichardson@JeffNat.com

MOTLEY FOOL FUNDS

Lenore Reiner, 703-254-1558, LReiner@foolfunds.com

PAX WORLD INVESTMENTS

Mary Anne Majerus-Lambert, 240-529-4525, mmajeruslambert@paxworld.com

RC SECURITIES

Matt Wolf, 857-350-9500, mwolf@rcsecurities.com

REVENUE SHARES

David Cohen, 267-279-2653, DCohen@RevenueShares.com

TAMRO CAPITAL PARTNERS

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

FPA National Capital Area Newsletter Page 23 August 2014

2014 GOLD SPONSORS CONTINUED

THE ANNUITIES EXCHANGE

Michael Borkowski, 240-752-9740, michael.borkowski@theannuitiesexchange.com

TRINET AMBROSE

Jon Biegel, 301-252-0603, Jon.Biegel@trinet.com

VIRGINIA 529

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

WAYPOINT RESIDENTIAL

Todd Patterson, TPatterson@waypointresidential.com

WILMINGTON FUNDS

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

FPA National Capital Area Newsletter Page 24 August 2014

2014 SILVER SPONSORS

BLACKROCK

Steve Degnan, 302-465-2030, Stephen.Degnan@Blackrock.com

COHEN AND STEERS

Ron Pucillo, RPucillo@cohenandsteers.com

KAPLAN

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

TD AMERITRADE

TJ Cotton, 201-369-8620, TJ.Cotten@TDAmeritrade.com

FPA National Capital Area Newsletter Page 25 August 2014

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

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

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 2014: OFFICERS & DIRECTORS

PRESIDENT PRESIDENT-ELECT

Helen Modly, CFP® 540-931-9051 Ken Robinson, CFP® 703-327-7384

Focus Wealth Management, Ltd. KCR Wealth Management

SECRETARY AND CHAIR OF CAPITOL HILL DAY TREASURER Bryan Beatty, CFP® 703-506-0843 Dan Lash, CFP® 703-356-4360

Egan, Berger, Weiner, LLC VLP Financial Advisors x703

CHAIRMAN

Ryan Fleming, CFP® 202-887-8135

Armstrong, Fleming and Moore, Inc. ext.232

BOARD OF DIRECTORS:

PROGRAMS CO-DIRECTORS PROFESSIONAL DEVELOPMENT CO-DIRECTORS

Tommie Monez, CFP® 540-931-9051 Parker Trasborg, CFP® 703-425-0700

Focus Wealth Management, Ltd. CJM Wealth Advisers, Ltd.

Jon Yankee, CFP® 703-889-1104 Ilene Brostrom, CFP® 301- 320-1465

FJY Financial Gurtz, Yurachek, & Associates

SPONSORSHIP/MARKETING CO-DIRECTORS FACILITIES & SOCIAL EVENTS CO-DIRECTORS

Augie Zullo 703-871-1344 Joshua Halpern, CFP® 240-744-7125

Access National Mortgage Raymond James Financial Network, Inc

Howard Pressman, CFP® 703-506-0843 Melissa Sotudeh, CFP® 240-268-1000

Egan, Berger, Weiner, LLC Halpern Financial

MEMBERSHIP CO-DIRECTORS PRO BONO CO-DIRECTORS

Chris Rivers, CFP® 202-887-8135 Kathleen Sindell, PhD 703-299-1700

Armstrong, Fleming & Moore, Inc. GCSR, Inc.

Patricia Ludwig 703-356-4360 Solon Vlasto, CFP® 703-868-2118

VLP Financial Advisors Pinnacle Advisory Group

EXECUTIVE DIRECTOR NEXGEN CO-DIRECTORS

Peggy Nelson 703-620-1712 Matt Davis 703-889-1104

FPA National Capital Area FJY Financial

FPA NCA ADMIN ASSISTANT Lauren Grove 800-772-1887

Hela Baer Yeske Buie

FPA National Capital Area PUBLIC RELATIONS DIRECTOR

Tracey Baker, CFP® 703-425-0700

CJM Wealth Advisers, Ltd

.