a pinnacle award level chapter fpa headlinesesq. of williams mullen to help us plan the effective...
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FPA National Capital Area Newsletter Page 1 September 2018
President’s Message Brian Jones, CFP®
Continued on page three
A Pinnacle Award Level Chapter Recipient of FPA National’s Highest
Level Awards for 18 Consecutive Years!
Volume 19, No. 9, September, 2018 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Howard Pressman, CFP® President’s Message
“Nobody on the road,
Nobody on the beach
I feel it in the air
The summer's out of reach
Empty lake, empty streets
The sun goes down alone”
Those are the lyrics to my favorite song, Boys of Summer by Don Henley, and they perfectly sum up how I am feeling
this time of year. But, as I am sad to say goodbye to summer, its slower pace and opportunities for planning and
reflection, I am also glad to move into autumn and getting back to full speed. I hope you were able to spend some time
on a neglected project or two or even something you’re passionate about.
There wasn’t a whole lot going on in the chapter during August. We had a happy hour and reunion at Chima, which
was so much fun. If you’ve never attended one of our reunions, I highly encourage you to join us. One thing I’ve
always been amazed at is how many pioneers of our profession are members of our chapter. Having the opportunity to
chat with the people who literally created financial planning as we know it today is an amazing and inspirational
experience.
We also had an Allied Professionals happy hour at the Tyson’s Biergarten which was very well attended. I spoke with
quite a few people and made some great new contacts.
Continued on next page
FPA National Capital Area Newsletter Page 2 September 2018
FPA membership pays for itself. Use your benefits today.
Continued from previous page
We have an action-packed September in store for you, starting with an Allied Professionals event with CE on the 6th.,
and a new Allied Professional event just announced for September 11th. Our regular monthly meeting is in Bethesda
on the 13th where we’ll start the day with an ethics presentation from Dan Candura and then have James Philip Head
Esq. of Williams Mullen to help us plan the effective transfer of our clients’ closely held business interests to the next
generation. Friday, the 14th is the chapter’s Day of Service. Join NexGen and other members as we lend a hand at the
Northern Virginia Family Service Clock Tower Thrift Shop in Falls Church. On the 18th, MoneyGuide Pro will be
hosting a webinar on Delivering Consistent, High Value Advice. If that all wasn’t enough, we finish up September
with an Allied Professional happy hour on the 26th. Please see our website to learn more and sign up for these great
events. It’s also not too soon to be thinking about Metro Washington Financial Planning Day which will be held on
October 20th. This is another rewarding event and a great way to help others and feel the power of financial planning.
I hope you had a great summer, that your batteries are recharged and you’re excited about the rest of the year. Thank
you for all that you do for your clients, our profession and each other. The conversations I have with my peers in the
FPA always motivates, energizes and encourages me. If you haven’t made it to a meeting in a while, please join us,
you’ll be glad you did.
All the best,
Howard Howard Pressman, CFP®
2018 FPA NCA President
REGISTRATION FOR METRO WASHINGTON FINANCIAL PLANNING DAY OPEN!
REGISTER NOW TO VOLUNTEER ON OCTOBER 20, 2018
FALLS CHURCH UVA FACILITY!
FPA National Capital Area Newsletter Page 3 September 2018
FPA National Capital Area Newsletter Page 4 September 2018
2018 FPA NCA EVENT SCHEDULE Details on our activities are published on our web site at www.fpanca.org
Thursday, September 6, 2018 – Allied Professional CE and Networking Event – Tysons Corner, VA
Tuesday, September 11, 2018 – Allied Professional CE and Networking Event – Leesburg, VA
Thursday, September 13, 2018 – Ethics and Luncheon – Bethesda, MD
Friday, September 14, 2018 – Member Day of Service, Falls Church, VA
Tuesday, September 18, 2018 – Money Guide Pro Webinar
Wednesday, September 26, 2018 – Allied Professional Social – Arlington, VA
Thursday, October 11, 2018 – Luncheon with two speakers – Vienna, VA
Saturday, October 20, 2018 – Financial Planning Day, Falls Church, VA
Tuesday, October 23, 2018 – NexGen Study Group, McLean, VA
More Details on Fall Programs and Additional Happy Hour Events to be
Published and Posted to website Soon!
Please check Website for New Details!
WE WELCOME OUR JULY 2018 NEW MEMBERS!
Mark Atherton CFP® Serena Dupuy ClearLogic Financial, Inc. Harpers Ferry, WV 25425 Reston, VA 20190 Abbey Nelson Michael Torrey CFP® Alexandria, VA 22314 TNT Financial Services, LLC Fairfax, VA 22032 Joseph Young Mercer Advisors Alexandria, VA 22314
FPA National Capital Area Newsletter Page 5 September 2018
FPA National Capital Area Presents
Allied Professional CE and
Networking Event
September 6, 2018
Tysons, VA
The CFA Society Washington, DC invites FPA members to attend the upcoming education program Decades Old Debate Put to Rest, Active vs. Passive - September 6, 2018 – 4:00 – 6:00 pm at The Towers Club, 8000 Towers Crescent
Drive, Suite 1700, Vienna, VA 22182.
Silver Line Tysons Corner Metro - Fees: Members: $45.00, Non-Members $50.00 – FPA Members use Code FPARIA to receive Member Price on CFAW website: https://www.cfasociety.org/washingtondc/Pages/CurrentEvents.aspx
Approval Pending for 1 CFP CE, 1 VA Insurance CE, and 1 CIMA CE - CPA CPE Offered
Active versus passive investing has been long debated in the investment industry. What started in the 1960s as a
theory on attributing a manager's performance to beta and alpha, became a reality with the inception and democratization of the index fund in 1975.
Since then, a debate has raged for decades about the viability of "passive" investing and its place in a prudent, diversified portfolio. Although many prognosticators would agree that some combination of indexing (or at least the concepts that make it possible) and active is appropriate, there is still a diffuse set of opinions on the subject.
On Thursday, September 6th, 2018, come hear from three RIAs, who all employ active and passive indexing differently to give their clients the best chance for investment success. Following will be a Q&A session.
Learning Objectives:
1. Get a better understanding for how indexing and active are being considered as part of a portfolio allocation.
2. Learn about trends, research and tools assisting PMs in their decision making and execution of portfolio strategy.
Register on CFA website: FPA Members use Code FPARIA to receive Member Price on CFAW website: https://www.cfasociety.org/washingtondc/Pages/CurrentEvents.aspx
Scott Puritz Managing Director, Rebalance IRA
Lowell D. Pratt Jr., CFA
President, The Burney Company
Jeff Porter, CFA, CFP
Principal and CIO, Sullivan Bruyette Speros & Blayney
FPA National Capital Area Newsletter Page 6 September 2018
September 13, 2018
Ethics Course
Bethesda Country Club
Bethesda, MD
Featuring Dan Candura, Speaker 2 CFP CE Approved!
2 CIMA, 2 MD Insurance and 2 VA Insurance Approved!
Check in – 9:00 AM Class – 9:30AM – 11:30AM
Buffet Lunch – 11:30AM – 12:30PM Opening Announcements for Luncheon – 12:30PM
Second Speaker – 12:45 – 1:45PM
Second Speaker Announced Page Seven!
Don’t Miss our September 13, 2018 Luncheon!
Barry Glassman, CFP®
Planner of the Year Award
Presented at approximately 12:30PM! See Award Details on Pages 18 - 23
MONEY GUIDE PRO WEBINAR
Join us on Tuesday, September 18, 2018 for a Webinar!
All Chapter Members Invited
Registration and Details Posted Soon!
FPA National Capital Area Newsletter Page 7 September 2018
FPA National Capital Area Presents
Member Luncheon Program and Presentation of Outstanding Member Award
September 13, 2018 - Schedule and CE Below
Bethesda Country Club, Bethesda, MD
Business Succession Planning for
Owners of Closely-Held Businesses
Presenter: James Philip Head, Esq., of Williams Mullen, P.C., Tysons Corner, Virginia
Owners of family businesses work hard and make many sacrifices to create profitable companies that, they hope,
will last for many generations. But will those companies truly survive through the years and down the family line?
Research shows that approximately 30% of family and businesses survive into the second generation; 15% are still
viable into the third generation; and only about 3% of all family businesses operate into the fourth generation or
beyond. Transitioning a business from one generation to the next is perhaps the most difficult, and yet critical,
challenge that family business owners face. Frequently, a family business’s failure can generally be traced to just
one factor: a lack of family business succession planning.
Succession planning presents a great opportunity to maximize opportunities and create a multi-generational
institution that embodies the founder’s mission and values long after the founder is gone. In this business succession
planning presentation, you will learn more about how to:
Help preserve unity and harmony among family members; Transition ownership of the family business to
subsequent generations; Continue the founder’s set of core values; Minimize wealth transfer taxes
Key strategies include the following: Voting Agreements, Valuation Discounts, Buy/Sell
Agreements, Gifts / Sales to Intentionally Defective, Recapitalizations, Defined Valuation Clauses,
Restricted Stock, GRATS (Grantor Retained Annuity Trusts)
Outstanding Member Award Presented to -
BARRY GLASSMAN, CFP® - 2018 PLANNER OF THE YEAR AWARD
Please join us as we Congratulate Barry on his Award!
Schedule for Luncheon:
11:30 - 12:30 Buffet Lunch
12:30 Opening Announcements, followed by Award and CE Presentation
2:00 - Program Ends
1 CFP, 1 CIMA, 1 VA Insurance Approved! 1 MD Insurance Pending Approval! CPA CPE Offered
FPA National Capital Area Newsletter Page 8 September 2018
NexGen has partnered with Northern Virginia Family Service (NVFS) for our 2018 Day of Service. We highly encourage
members to join us on September 14 and give back to our local community. We will sort and organize incoming donations,
tag items for sale, and ensure shopping area is organized and that items are displayed in proper places for the Northern
Virginia Family Service Clock Tower Thrift Shop in Falls Church.
Northern Virginia Family Service’s (NVFS) breadth, depth and scope of services offer the resources and support to ensure
that everyone in need, at every stage of life, maximizes their potential and fully contributes to a thriving community. NVFS
provides the essential building blocks for financial, emotional and physical well-being, serving as leaders and innovators for
the Northern Virginia community. Every year, NVFS empower 35,000 individuals to achieve self-sufficiency. With these
essential resources, our community is better equipped for future success and engagement among all of our neighbors.
This event is not exclusive to NexGen members, register today!
Questions? Please contact Kelly McNerney: [email protected]
Allied Professional Event - Reach out and expand your network!
Connect with members of the VSCPA, the Virginia Bankers Association, the Virginia Bar Association and the
Independent Insurance Agents of Virginia in your area at our Young Professional Mix & Mingle!
This is a great opportunity to expand your network and build business connections. Anyone is welcome to this
FREE event, so come and mingle!
Designed for: This event is geared towards licensed CPAs and individuals working in the accounting profession.
Students are also welcome to attend this networking event.
Date: Wednesday, September 26, 2018
Time: 6:00pm - 8:00pm ET
Location: Arlington Rooftop Bar and Grill
Best Price: Complimentary
Arlington Rooftop Bar and Grill, 2424 Arlington Blvd., Arlington, VA 22201 -- http://www.arlrooftop.com/
Register on Virginia Society of CPA
website: https://www.vscpa.com/Public/Catalog/CourseDetails.aspx?courseID=197-604
FPA National Capital Area Newsletter Page 9 September 2018
New Allied Professional Event Just Announced! LOUDOUN ESTATE PLANNING COUNCIL
presents...
The Loudoun Estate Planning Council
cordially invites you to attend its September breakfast meeting.
Kate Warne, Ph.D., CFA
"Making Sense of
Today's Economy and Investing"
Kate Warne, Ph.D., CFA, principal, investment strategist, with Edward Jones, will present this month's topic. As investment strategist, Warne interprets market conditions and recommends appropriate investment strategies to aid clients in reaching their long-term financial goals. Warne holds a doctorate in economics, specializing in finance and competitive strategy, from Yale University, a master of science from the London School of Economics and a bachelor’s degree with high honors from Swarthmore College. She earned her Chartered Financial Analyst designation in 1997. Warne has appeared on CBS, CNBC, CNN, BBC and Bloomberg and has been quoted regularly in such major publications as The Wall Street
Journal, the New York Times, USA Today, the Financial Times, Forbes and Fortune. She was invited to participate in 2016 Outlook Panels for USA Today and Fortune.
*Continuing Education credits may be available for certain designations when attending this event. JOIN US!
TUESDAY, SEPT. 11, 2018
Registration: 8:00 a.m.
Networking Breakfast: 8:15 a.m.
Presentation: 8:30 - 10 a.m.
FPA National Capital Area Newsletter Page 10 September 2018
MEET OUR MEMBERS IN THE NEWS:
Former Navy intelligence officer helps low-income clients for free By Ann Marsh, FinancialPlanning.com
As 2015 drew to a close, DéShaun Monique Stafford and her husband, now both 30, found they
didn’t have enough cash to pay their rent, a mystifying development since they both brought in
steady incomes.
“Usually, if we were short, we could get help from our family, but it was the holiday season and funds
were really scarce,” Stafford recalls. “We had no idea where our money was going.”
At a financial counseling clinic run by Britepaths, a nonprofit in Fairfax, Virginia, which helps low-
income people near the nation’s capital, Stafford learned she could get free help from a member of
the FPA of the National Capital Area.
That’s how she met Dolores “Didi” Dorsett, a newly minted CFP and a former intelligence officer with
the United States Navy.
With the support of Dorsett and other Britepaths services, Stafford developed a passion for
budgeting, paid down debt and built up an emergency reserve that survived the couple’s 20% to 30%
loss in income after her husband took a different job.
Read more about 2018 Pro Bono Award Runner-up, Didi Dorsett.
CONTINUED ON NEXT PAGE
Congratulations to our Members in the News!
FPA National Capital Area Newsletter Page 11 September 2018
MEET ADDITIONAL MEMBERS IN THE NEWS:
Armstrong, Fleming & Moore
Reaches $1 million in Total Giving
Armstrong, Fleming & Moore has become the first independent financial advisory firm to reach $1
million in total giving to the Foundation for Financial Planning. A longtime supporter and FFP
trustee, Alexandra Armstrong also remains the largest individual donor to FFP, embodying an
unwavering commitment to advancing pro bono financial planning for people in need.
Thank you to Alex and the entire AFM team!
October 11, 2018 - Westwood Country Club Check in begins at 11:30 am and the program will end by 2:00 pm
Two Great Speakers! 2 CFP, 2 CIMA, 2 MD Insurance and 2 VA Insurance Pending Approval, CPA CPE Offered!
Social Security and Your Retirement - Al Chingren, with American Century and
Managing for Absolute Returns in a Tightening Monetary Environment - Eddy Vataru, with Osterwies Capital
Bio Information for Al Chingren: Al Chingren, Vice President, DCIO Practice Management
Al Chingren develops and delivers comprehensive programs that deepen relationships with clients and improve retirement plan effectiveness and participant outcomes.
Al's area of expertise is 401(k) and retirement resources. He is responsible for developing materials in the form of presentations, brochures, and white papers on topics ranging from understanding retirement plan expenses, fiduciary responsibilities, and legislative updates, to retirement plan business development. He has delivered retirement industry updates and sales ideas at national and regional conferences, and has spoken on numerous occasions at advisor sponsored meetings providing insights on the 401(k) plans, and retirement industry trends.
Al has over 25 years of industry experience in a wide array of qualified plan arrangements, including 401(k), profit sharing, ESOP,defined benefit and health/welfare plans.
Al earned bachelor of science and master of business administration degrees from the University of Iowa. He is Series 6 and 63 licensed and holds the designation of Certified Employee Benefits Specialist and the C(k)P (Certified 401(k) Professional) designation from The Retirement Advisor University. He is a member of the Heart of America Employee Benefit Conference,Southwest Benefits Association, Western Pension and Benefits Conference and ASPPA.
Bio Information for Eddy Vataru: EDDY VATARU , Vice President & Portfolio Manager
Eddy Vataru graduated from California Institute of Technology (B.S. Chemistry & Economics) and from Olin Business School at Washington University in St. Louis (M.B.A.). Mr. Vataru holds the Chartered Financial Analyst designation.
Prior to joining Osterweis Capital Management in 2016, Mr. Vataru worked in senior management positions at Incapture, LLC and Citadel, LLC. Before that he spent over 11 years at BlackRock (formerly, Barclays Global Investors), where his last position was as Managing Director and Head of U.S. Rates and Mortgages.
Mr. Vataru is a principal of the firm and the lead Portfolio Manager for the total return fixed income strategy. He is also a Portfolio Manager for the flexible balanced strategy.
FPA National Capital Area Newsletter Page 12 September 2018
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.
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.
Call for Planners who would like to be Quoted in Articles!
Robert (Bob) Powell, editor of TheStreet's Retirement Daily, just launched newsletter aimed at helping people save
for, and live in, retirement. Bob writes about personal finance, investing and retirement for several national
publications, including TheStreet and USA Today
Bob is seeking financial professionals to quote in his articles with experience and opinions on the following
subjects within the scope of retirement planning:
- Investment strategy
- Tax strategy
- Insurance
- Estate planning
- Social Security
If you are interested, please contact Kim McSheridan at [email protected]. Please provide your focus
areas/expertise so they can send you appropriate questions.
FPA National Capital Area Newsletter Page 13 September 2018
FPA ANNUAL CONFERENCE 2018
As a financial planner, you have access to many excellent options when it comes to the in-person events you choose to attend each year. If you have not already done so, we would like to submit the FPA Annual
Conference as a candidate to add to your list.
Our annual event is designed to help you source new ideas, step away from your daily grind to access fresh perspectives and develop your skills and talents on a personal and professional basis.
SPEAKERS POSTED! REGISTER ON LINE NOW!
REGISTER HERE!
FPA National Capital Area Newsletter Page 14 September 2018
September Webinars and Podcasts
Digital Advice and the Client Journey: 8 Critical Elements to Consider Before You Start
September 5 | 2 - 3 pm ET | Free to Members
Practicing Ethics - Applying CFP Board Standards
September 12 | 2 - 4 pm ET | 2 CFP CE Ethics Credits
Extending the Advisor’s Alpha Conversation: Behavioral Coaching
September 19 | 2 - 3 pm ET | Free to Members 1 CFP CE Credit
The Overdue Marriage of Goals-Based Advice and Behavioral Economics
September 25 | 2 - 3 pm ET | Free to Members 1 CFP CE Credit
FPA National Capital Area Newsletter Page 15 September 2018
Journal in the Round: Journey Through Clients’ Crisis Situations
September 26 | 2 - 3 pm ET | Free to Members 1 CFP CE Credit
Medicare Rights Center for Financial Planners
10-Part Course | Up to 15 CFP CE Credits Available
You're a Financial Planner; Now What?
Weekly Podcast by Hannah Moore, CFP® | Subscribe to #YAFPNW on iTunes, Stitcher or Other Podcast Players
TD Ameritrade Presents: Advisor Growth Trends & Insights – 2018 FA Insight Study of Advisory Firms Results Preview
September 13 | 2 pm ET | Free to Members
Asset-Map Presents: The Future of Client Engagement is Digital
September 27 | 1 pm ET | Free to Members
FPA National Capital Area Newsletter Page 16 September 2018
FPA National Capital Area Newsletter Page 17 September 2018
FPA National Capital Area Newsletter Page 18 September 2018
FPA National Capital Area Newsletter Page 19 September 2018
FPA National Capital Area Newsletter Page 20 September 2018
FPA National Capital Area Newsletter Page 21 September 2018
FPA National Capital Area Newsletter Page 22 September 2018
FPA National Capital Area Newsletter Page 23 September 2018
MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!
We are proud to announce FPA membership anniversaries for 2018!
Five Year Members Janet White, Eric Sanders, Kelly Wright, Mark Martin, Brett Roper, Andrew Miller, Meghan Lusk, Eric Scruggs, Leonard
Cohen, Paul Meloan, Drew Gillespie, Nicholas O’Gwin, Tracey Vollmer, Katherine Liola, Daniel Jossen,
Liliana Molina, James David, Shellie Peters, Kathleen Hastings, Christopher Shiring, William Tomlinson,
Jason Adams, John Stone, Albert Teplin, Jason Dall’Acqua, Alex Seleznev, Drew Howell, Josh Goulding, Dan Serra,
Tanina Linden, Brian Swanson, Candace Lee, Brian Lipps, Morgan McGovern, Biola Barkare, Stuart Sutphin, Brian Mackin,
Gerald LaHaie, Adele Zilber, Jeffrey Lippman, Michael Duprey, Jeremy Meek, Virgil Willard, Ann Schnorrenberg,
Kelly McNerney, Mukesh Patel, Neal Abravanel, Scarlet Che, Gregory Smith
Ten Year Members
Amy English, Brad Long, Cynthia Irving, George Reilly, Mary McCormick, Christopher Schreiner, Josh Halpern,
Carl Holubowich, Alison Majors, Stephanie Anderson, Joshua Mason, Amira Tart, Michael Fuhr, Brett Nelson, Joel Cundick,
Jo Powell, Tracy Heichelbech, Debritu Kassa, Kathleen Sindell, Brad Avery, David Brower, Curtis Sheldon, Melissa Sotudeh,
Scott Hughes, Daniel Trumbower, Lily Poy, Carmen Wu, Larry Rosenthal, Russell Robertson, Todd Growney,
David Hainsworth, Jason Dahl, Nathaniel Massey, Susan Leonard, Suzanne Alexis Grason, Debbie Parker
Fifteen Year Members
Deborah Bowles, Thomas Conway, Lawrence Beavers, Mark Weber, Kathleen Sulik, Mark Rizzieri, Kim Mason,
Tom O’Bryon, John Estes, Tommie Monez, J. Anthony Fulkerson, J. Laing Bowles, Tina Babicz, Barbara Heft,
Kristan Anderson, Hilary Carroll, Robert McCarthy, Tim Wesling, Jon Yankee, Jeffery Hamblen, Charles Evans,
Cristiano Marchiori, M. David Goldstein, John Cermak, Carl Vail, Thomas Warren
Twenty Year Members
Bradley Sheahan, William Price, Shimson Plotkin, Katarzyna Kusmierz, William Lascelle, S. Cabell Nelson, Helen Modly,
John Ellison, Kevin Cox, Dean Umemoto, Edward Zurndorfer, Melvin Brenner, Kimberly Cox, Brenda Blisk, Arthur Stein,
Maria Smith, B. Curtis Smith, John Dolan, H P Wittman, Kenneth Watter, James Henderson, Steven Weisman, Rob Hoxton,
David McKee, Vijay Khetarpal, Barry Glassman
Twenty-Five Year Members Mike Kalas, Frederick Cornelius, Edwin Handley, Joseph D’Orazio, Michael Rebibo, Jo Thomson, Newt Pendleton,
Mary Sue Wechler
Thirty Year Members Haydee Toedtman, Ed O’Hara, Elisa Buie
Thirty-Five Year Members J. Stephen Bauserman, Thomas Kestler, Glenn Holtje, Glen Buco, Joel Stillman, Debora May, John Campbell, Victoria
Trumbower, Bruce Vaughn, Dennis Gurtz, Steve Bingham
Forty-Five Year Members Michael DeFazio, Robert Tucker
FPA National Capital Area Newsletter Page 24 September 2018
FPA National Capital Area Newsletter Page 25 September 2018
FPA National Capital Area Newsletter Page 26 September 2018
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.
2018 PLATINUM SPONSORS
ALTMAN & ASSOCIATES
Gary Altman, (301) 468-3220, [email protected]
AMERICAN FUNDS
Brian Casey, Marek Blaskovic and Jeff Malbasa, 877-421-5334 [email protected],
[email protected], and [email protected]
CATALYST FUNDS
Angele Ryan, 302-388-6900, [email protected]
FAIRWAY MORTGAGE CORPORATION
Will Gaines, 703-401-0241, [email protected] and Todd Jarvis, 703-371-1469,
FPA National Capital Area Newsletter Page 27 September 2018
2018 PLATINUM SPONSORS CONTINUED
FLEXSHARES
Vernon Biggs, 312-557-3405, [email protected]
MFS FUND DISTRIBUTORS, INC.
Emily Dupre, and Stephen Burkhardt
[email protected], [email protected]
SCHWAB ADVISOR SERVICES
Dennis Parlante, [email protected]
2018 GOLD SPONSORS
ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK
Robert Lynn, 703-871-1344 and David Linthicum, 703-871-7367
FPA National Capital Area Newsletter Page 28 September 2018
2018 GOLD SPONSORS CONTINUED
AMERICAN CENTURY INVESTMENTS
Wes Kabance, 703-402-6371, [email protected]
DPL FINANCIAL PARTNERS
Cody Williams, 502-398-6771, [email protected]
FIDELITY INVESTMENTS
Russ Kubie, 617-279-3492, [email protected], and Joseph Carbone, 401-641-1174,
FIRST EAGLE FUNDS
Sean O’Brien, 202-270-3082, [email protected]
FOLIO INSTITUTIONAL
Brooks Biggs, 703-245-4912, [email protected]
HARTFORD FUNDS
Jeremy Blubaugh, 202-810-2815, [email protected], and
Brian Marks, 610-405-4882, [email protected], and
John Callahan, 610-387-2045, [email protected]
FPA National Capital Area Newsletter Page 29 September 2018
2018 GOLD SPONSORS CONTINUED
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 INVESTMENT AND ADVISORS INSURANCE
Clemence Benwell, [email protected] and Jacob Heatherington,
OSTERWEIS CAPITAL MANAGEMENT
Antoine Piron, 800-700-3316, [email protected]
SANDY SPRING BANK
Mike Eastman, 703-906-4716, [email protected]
FPA National Capital Area Newsletter Page 30 September 2018
2018 GOLD SPONSORS CONTINUED
THORNBURG INVESTMENT MANAGEMENT
Dan Reilly, 877-215-1330, ext. 7299, [email protected]
TRANSAMERICA
Chris Parks, CFPC, 202-439-7311, [email protected] and Carissa Miller,
VANGUARD
Tom Galgano, CFA, 516-509-5572, [email protected]
VIRGINIA 529
Lori Bennett, 804-225-3421, [email protected]
Rebecca Lyons, [email protected]
FPA National Capital Area Newsletter Page 31 September 2018
2018 SILVER SPONSORS
HANCOCK HORIZON FUNDS
Dave Grissett, 504-586-7237
TD AMERITRADE INSTITUTIONAL
Ray Adams, 804-986-6155, [email protected]
T. ROWE PRICE
Victor Pita, [email protected]
2018 TECHNOLOGY SPONSORS
PIE TECH
Amanda Seeman, 804-744-5900, [email protected]
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
Michael J. Rebibo, CFP Judy L. Redpath, AIF, 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 National Capital Area Newsletter Page 32 September 2018
2018 OFFICERS AND DIRECTORS
President: Howard Pressman, CFP® - 703-506-0843
Egan, Berger, Weiner, LLC, [email protected]
Chair: Bryan Beatty, CFP® - 703-506-0843
Egan, Berger, Weiner, LLC, [email protected]
President Elect: Chris Rivers, CFP® - 202-887-8135
Armstrong, Fleming & Moore, Inc., [email protected]
Treasurer: Parker Trasborg, CFP® - 703-425-0700
CJM Wealth Advisers, Ltd., [email protected]
Secretary and Advocacy Chair: Rose Price, CFP® - 703-356-4360
VLP Financial Advisors, [email protected]
Programs: Kirk Taylor, CFP® – 703-847-2500
West Financial Services, [email protected]
Aaron Clarke, CFP® – 703-293-3100
Acorn Financial Services, [email protected]
Membership: Susan Chesson, CFP® - 540-931-9051
Buckingham Strategic Wealth, [email protected]
Catherine Mulcahy, CFP® - 703-940-5915
Alexandria Capital, [email protected]
Sponsorships: Lisa Kirchenbauer, CFP® - 703-387-0919
Omega Wealth Management, LLC, [email protected]
Carl Holubowich, CFP® - 202-887-8135
Armstrong, Fleming & Moore, Inc., [email protected]
Social Events: Vernon Biggs – 312-557-3405
FLEXSHARES, [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: Emily Purdon, CFP® - 703-734-4622
Sullivan, Bruyette, Speros and Blayney, [email protected]
Kelly McNerney, CFP® - 703-889-1111
FJY Financial, [email protected]
Pro Bono: Shellie Peters, CFP® - 301-656-1200
The Colony Group, LLC, [email protected]
Coryn Rosenstock, Esq. – 301-468-3220
Altman and Associates, [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.