FPA National Capital Area Newsletter Page 1 September 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. 9, September, 2017 Web address: www.fpanca.org

FPA Headlines The Newsletter of your local association

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

I hope you all had a wonderful summer!

It has been anything short of a boring, slow summer. The fiduciary rule sees additional delays by the Trump

administration, but the industry continues to move forward changing platforms, offerings, as well as, due diligence

procedures for advice to consumers. The CFP Board dusted off its own best practices and is changing the code of

ethics of the CFP Board. They recently ended an extended comment period on these changes. The FPA sent its

comment letter to the membership in regard to the Code of Ethics changes proposed by the CFP Board. Take a

moment to read both here and here. It seems that the Code of Ethics will be adopted as proposed. Oh, and then there

have been threats of war from Korea, and, well, then there is the circus in Washington DC.

In September, we head back into our luncheon CE programs on September 14th where we have Mary Beth

Franklin from Investment News to talk about Medicare Planning. As well, we have an ethics course before that

luncheon presented by Rita Cheng at 9 am. Register separately for each part of that day.

Join allied professionals in the CFA Society of Washington for a networking and CE happy hour at the Tower

Club on September 19th at 4PM. Contact Jennifer Quigley, jennifer.quigley@sbsbllc.com 703-734-4618, for details on

this event.

Continued on next page

FPA National Capital Area Newsletter Page 2 September 2017

FPA membership pays for itself. Use your benefits today.

Continued from previous page

Next month on October 12th our luncheon will be at Westwood Country Club with two presentations. Emily

Dupree from MFS will present Milestone Marketing and Paul Cieslik of American Funds with a talk about The

Advice Revolution.

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

BBeatty@EBWLLC.com

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 National Capital Area Newsletter Page 3 September 2017

FPA National Capital Area Newsletter Page 4 September 2017

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

Thursday, September 14, 2017 – Ethics Class, Bethesda Country Club, Bethesda, MD

Thursday, September 14, 2017 – Luncheon, Bethesda Country Club, Bethesda, MD

Tuesday, September 19, 2017 – Allied Professional Networking and CE Event! Towers Club, Vienna, VA

Thursday, October 12, 2017 – Luncheon, Westwood Country Club, Vienna, VA

Saturday, October 28, 2017 – Metro Washington Financial Planning Day, Falls Church, VA

Thursday, November 2, 2017 – Happy Hour with one CE, Maggiano’s, Tysons Corner, VA

Tuesday, November 7, 2017 – NexGen Study Group, McLean, VA

Thursday, December 2, 2017 – Luncheon, Westwood Country Club, Vienna, VA

Friday, January 26, 2018 – Annual Winter Symposium, Dulles Hyatt, Herndon, VA

More Happy Hour Events to be Scheduled Soon! Check the website for Details!

Greetings from the Pro-Bono Team!

Susan and I know how much it means for many of us in the profession to be able to give back, to teach, to make a

difference. Our chapter’s members have been able to make a difference in people’s lives by participating in pro-bono

activities including Metro Washington Financial Planning Day (MMWFPD). Come join us this year to be a part of

an amazing day of helping people and supporting one another in our profession.

**Volunteers are needed on Saturday, October 28th from 9 am – 2 pm to participate in various counseling and

classroom settings within a chosen morning or afternoon timeslot.

Please email either Susan Chesson schesson@bamadvisor.com or Shellie Peters peters@bridgewaterwealth.com

if you would be interested in participating! You may also register as a volunteer on the financial planning days website

at this link: http://financialplanningdays.org/event/metro-washington-financial-planning-day-volunteer-info

This year’s MWFPD will be hosted at the University of Virginia’s Falls Church campus, accessible by metro and

conveniently located just off of Route 66 in Virginia. It’s exciting to announce that we are fortunate to already have a

number of wonderful headliners to inspire all who attend. Stay tuned for more details as we get closer but do not wait

on letting us know if you wish to join in!

Best to all! -- Shellie & Susan

FPA National Capital Area Newsletter Page 5 September 2017

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, 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

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

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

Twenty Year Members

Bradley Sheahan, William Price, Shimson Plotkin, Katarzyna Kusmierz, William Lascelle, S. Cabell Nelson, Helen Modly,

John Ellison

Twenty-Five Year Members Mike Kalas, Frederick Cornelius, Edwin Handley

Thirty Year Members Haydee Toedtman

Thirty-Five Year Members J. Stephen Bauserman, Thomas Kestler, Glenn Holtje

Forty-Five Year Members Michael DeFazio

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: schesson@focus-wealth.com

FPA National Capital Area Newsletter Page 6 September 2017

WE WELCOME OUR JULY 2017 NEW MEMBERS!

NOORJAHAN ENAYAT Brandt Heitzman CFP® XML FINANCIAL GROUP Boston Private Wealth LLC Centreville, VA 20120 Rockville, MD 20850 Amy Mitchell Christie Nix CRPC Annandale, VA 22003 Ameriprise Financial Fairfax, VA 22032 Scott Puritz Douglas Tees Rebalance IRA Jason Howell Company Bethesda, MD 20814 Vienna, VA 22182

ETHICS CLASS COMING IN SEPTEMBER!

REGISTRATION POSTED ON WEBSITE NOW!

September 14, 2017 – Bethesda Country Club, Bethesda, MD

Presented by Rita Cheng, CFP®

2 CFP CE Approved! 2 VA Insurance Approved!

2 CIMA Approved! 2 MD Insurance Approved!

Two Registration Forms on line – One for Ethics and one for the

Luncheon! Register for both events!

Luncheon Speaker – Mary Beth Franklin, speaking on

Medicare and Tax Costs for Retirees

Don’t Miss this Outstanding Speaker!

1 CFP CE Approved! 1 VA Insurance Approved!

1 CIMA Approved! 1 MD Insurance Approved!

Two Registration Forms – Register for Both Events NOW!

FPA National Capital Area Newsletter Page 7 September 2017

Why We Work – Video Testimonials

By Sam Boyd, FPA NCA Public Relations Director

In a world where information has become saturation and fees are being compressed by Robo advisers and

algorithms, it is more important than ever to put the person back into personal-finance.

Introducing why we work, a joint campaign between the Financial Planning Association of the National Capital

Area and Motley Fool Wealth Management, where we highlight the human side of financial planning, will debut at

our January 2018 Winter Symposium! The Why We Work campaign was created to capture short stories of

financial planners and their inspiration for why they work.

The micro volunteering theme for this year's FPA National Capital Area Board of Directors is "Do One Thing".

We've taken micro volunteering to the particle level and are asking you to answer one of five questions that will

allow you to highlight why it is that you do what you do.

At the Winter Symposium on January 26th, 2018, the Motley Fool and the Financial Planning Association of the

National Capital Area will have a booth set up to capture your answers to the questions below:

1. What is the most impactful financial planning recommendation that you've made in your career and why?

2. If you could thank one of your clients for something what would it be and why? If they were here right

now with you what would you say to them?

3. If you could provide yourself a piece of advice at the beginning of your career what would you say and

why?

4. What was your motivation for getting into this business and what motivates you today? If your motivation

has changed, why?

5. If you could erect a billboard in the middle of town with a financial planning related message, what would

it say?

By participating in the Why We Work campaign at the Winter Symposium, you'll receive a professionally edited

copy of your video response. You will be able to brand this video with your logo and use it on your website or

through social media marketing channels. We estimate a cost of $500 - $1,000 to have this work done

professionally with a videographer if you prepared it on your own. This benefit comes at no charge.

We have even negotiated bulk group pricing to have your Why We Work testimonial animated by a professional

whiteboard artist to take your testimonial to a whole new level; talk about a win-win situation!

The best of the best will be compiled into a short film that the FPA National Capital Area will use for public

relations enhancement and spreading the value of financial planning to the community of our colleagues and

clients at large.

Keep in mind you must attend the Financial Planning Association of the National Capital Area Winter Symposium

to participate in the Why We Work campaign. Follow us on Twitter @FPANationalCap to keep up-to-date with

Why We Work and begin to consider how you'll answer these five important questions.

Help us help you by putting the person back in personal-finance. After all, it's why we work. See the

announcement here: https://www.youtube.com/watch?v=_MhQddmtqRo

FPA National Capital Area Newsletter Page 8 September 2017

SNEAK PEEK – January 2018 Winter Symposium! Don’t Miss It! See

the Tentative Schedule for the Winter Symposium in this Newsletter!

Thought Leadership: The First and Best Conference

You Will Attend in 2018!

Winter Symposium, January 26, 2018 at the Dulles Hyatt will feature:

Michael Kitces

Mark Tibergien

Amy Florian

Richard Clarida

Kathleen Kingsbury

Lauran Star

One More Speaker to be Announced Shortly!

Ethics Instructor Just Booked: Bonnie Kirchner, CFP®

These are just a few of the industry experts that will be speaking at our next Winter Symposium. Additional

speaker updates to come but be ready to sign up for Early Bird registration starting soon!

Mary Beth Franklin will be our Key Note Speaker for our September Luncheon!

Mary Beth Franklin is a frequent public speaker addressing both financial industry and consumer groups on

critical retirement topics such as Social Security claiming strategies, tax-efficient withdrawals, income security,

career transitions and retiree health costs.

An Award winning Journalist and Certified Financial Planner, Ms. Franklin joined INVESTMENT NEWS as a

contributing editor in January 2012. She writes a weekly retirement column and blogs about social security for her

audience of financial advisors. She is also the author of Maximizing Your Social Security Retirement

Benefits EBook. She was named a Wiser Hero in 2016 by the Women's Institute for a Secure Retirement.

Previously, Ms. Franklin served as the tax and retirement editor for Kiplinger’s Personal Finance magazine and

editor of Kiplinger’s annual Retirement Planning Guide. Earlier in her career, Ms. Franklin was a congressional

reporter for United Press International covering tax policy, federal budget issues and Social Security reform. She

is a frequent guest on numerous radio and television programs including the Today show, CBS Early Show, CNN,

CNBC, PBS’s WealthTrack and NPR’s Morning Edition.

Mary Beth will be speaking on Medicare and Tax Costs for Retirees. Don't Miss this insightful presentation

including updates on pricing for 2018!

Approved for 1 CFP, 1 CIMA, 1 MD and 1 VA Insurance! CPA CPE Offered!

FPA National Capital Area Newsletter Page 9 September 2017

The FPA Annual Conference is Back and

Bigger Than Ever!

Check Out the Schedule of Events

Call for Study Group Participants! Please respond if you are Interested!

I am keen on joining or starting a local area study group of allied professionals and willing to spearhead the effort.

Although this is subject to consent of participants, my initial thoughts are that it must have the following attributes:

1. 8-12 members

2. Meet quarterly for half day. Dates to be announced in advance.

3. Participants must be full time in the business minimum of 3-5 years and have a valid certification such as

CFP, CPA, JD, CLU, ChFC, MBA, etc.

4. The idea is to pick from different sub-specialties in our industry and allied professions and no more than one

per firm.

5. Costs to be shared equally even by non-attendees so that there is an incentive to attend and not miss out.

6. One member is on the “hot seat” at every meeting to give a detailed presentation followed by Q&A. Summary

updates from other participants.

Please let me know of your interest! Thanks, Vijay

VIJAY KHETARPAL,CLU,ChFC,CFP,RFC,AIF

President & CEO

Integrity Financial Group, LLC.

Email: vijay@integrityfinancial.com

FPA National Capital Area Newsletter Page 10 September 2017

October 12th Luncheon – Westwoods Country Club, Vienna, VA

Emily Dupre, of MFS will share a very interesting financial planning-oriented presentation called “Milestone

Marketing” which includes information on “Uncovering Opportunities with the Checklist”, a great tool for helping

clients to identify what is keeping them up at night which can lead to a discussion of all the services that you offer

to help.

In addition, American Funds Speaker Paul Cieslik also will present on October 12 with a presentation called

“Advice Revolution”. This presentation will highlight the changing landscape of client interactions, encouraging

you to set, discover and communicate goals, while maintaining client conversations to confirm client goals which

will align with investment strategy, while developing and implementing improved investment outcomes.

We hope you can join us for our fall programs! Register on line now!

And, please mark your calendars for a very special program on December 7th when we hear from two of our own

members and leaders, Marjorie Fox, JD, CFP® and Tom Curtis, CFP®, EA talking about their personal journeys

as recent widows in “A Planner’s Perspective on Widowhood”. Please mark your calendar to come out and learn,

as well as support these important members of our community.

MEMBERS IN THE NEWS!

We are delighted to share with you the exciting news that Judy L. Redpath, CFP®, AIF®, of VISTA Wealth

Strategies LLC in Reston, VA, has earned the prestigious Women's Choice Award ® for Financial Advisors and

Firms for the fourth consecutive year.

The Women's Choice Award for financial advisors is the premier recognition award earned by advisors who are

committed to the women's market and to serving their female clients with the highest level of quality service.

Women's Choice Award advisors have been evaluated through a rigorous evaluation including an extensive

evaluation process using 17 objective criteria.1

This recognition demonstrates Judy's commitment to our women clients, as well as to her profession - symbolizing

the integrity, knowledge and service excellence we strive to deliver to each of our clients.

1 The Women's Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make

smart financial choices. The Women's Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women

clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or

placed on the final list of Women's Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey.

The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial

advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women's Choice Award® Financial

Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2017, of the 815 considered for the Women's Choice Award, 146

were named Women's Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.

FPA National Capital Area Newsletter Page 11 September 2017

Allied Professional CE Event with the CFA Society of Washington

The CFA Society Washington, DC invites FPA members to attend the upcoming education program The American Healthcare

System – A Conundrum or an Opportunity - September 19, 2017 – 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: $35.00, Non-Members $45.00 – FPA Members use Code FPARIA to

receive Member Price on CFAW website: https://www.cfasociety.org/washingtondc/Pages/CurrentEvents.aspx

Approved for 1 CFP CE, 1 MD Insurance CE, 1 VA Insurance CE - Pending for 1 CIMA CE - CPA CPE Offered

Each year in the United States, 3.6 million people turn 65 and become eligible for Medicare. That's about 10,000 people a day. This trend will continue until 2030.

Unfortunately, enrolling in Medicare is not as simple as it once was. In fact, today's seniors need to know hundreds of things simply to enroll in the program. Making matters worse — just one Medicare enrollment mistakes can cost a person thousands of dollars a year and often cannot be undone.

Today's financial advisory clients need help navigating the waters of Medicare enrollment, and they'd prefer to get that help from YOU – a source that does not sell Medicare insurance.

Join us as Diane Omdahl, RN, MS, a nationally recognized Medicare expert, teaches us what we need to know to guide some of our most valuable clients through this critical step in the retirement process.

Speaker:

Diane J. Omdahl, RN, MS CEO and Co-Founder of 65 Incorporated and i65 For more than 30 years, Diane has kept her finger on the pulse of ever-changing Medicare regulations. She's a registered nurse

who launched her first company in the basement of her home and grew it into the nation's leading provider of Medicare-related

training for home health agencies. Over the years, Diane is has delivered more than 400 Medicare-related audio conferences and

100 in-depth two-day seminars, making her a very experienced and highly-rated speaker.

Today, through her new companies, 65 Incorporated and i65, LLC, Diane uses her extensive experience to provide Baby Boomers,

seniors and their families with unbiased, individualized Medicare enrollment guidance through fee-for-service consultations and

online software.

Diane also works with the nation’s foremost corporations, like PBS, providing their human resources staff, employees and retirees

with expert, unbiased Medicare consultation and speaking services.

Diane has been featured in publications such as The Washington Post, The Wall Street Journal Market Watch, CBS

MoneyWatch, Kiplinger, American Journal of Nursing, and many more. She is also a Technical expert for the Centers for

Medicare and Medicaid Services, the organization that runs the Medicare program.

FPA National Capital Area Newsletter Page 12 September 2017

FPA National Capital Area Newsletter Page 13 September 2017

Upcoming FPA Webinars

Incorporating Health Savings Accounts (HSAs) into Your Financial Planning Practice

September 6 | 2 pm ET | 1 CFP CE Credit

The Growing Demand for Sustainable, Responsible, Impact Investing Strategies

September 20 | 2 pm ET | Free to Members | 1 CFP CE Credit

Journal in the Round: Next Generation of Planners Shifting the Paradigm

September 26 | Airing on Hannah Moore's podcast, "You're a Financial Planner, Now What?"

FPA Business Resource Center

These live half-hour demos are free to members and offer access and insight into the latest technology, marketing and other solutions for your practice.

TD Ameritrade Institutional Presents: Introducing Model Market Center

September 21 | 2 pm ET | Free to Members

FPA National Capital Area Newsletter Page 14 September 2017

FPA National Capital Area Newsletter Page 15 September 2017

FPA National Capital Area Newsletter Page 16 September 2017

FPA National Capital Area Newsletter Page 17 September 2017

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. 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

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!

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 National Capital Area Newsletter Page 18 September 2017

FPA National Capital Area Newsletter Page 19 September 2017

FPA National Capital Area Newsletter Page 20 September 2017

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, gary@altmanassociates.net

AMERICAN CENTURY INVESTMENTS

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

AMERICAN FUNDS

Brian Casey, Srikanth Vemuri and Marek Blaskovic, 877-421-5334 Brian_Casey@capgroup.com,

SXV@capgroup.com, Marek_Blaskovic@capgroup.com

ATEGRA CAPITAL MANAGEMENT

Jon Holtaway, 202-913-7702, JHoltaway@ategracapital.com, and

Kristyna Nepivodova, 202-644-6129, Knepivodova@ategracapital.com

FPA National Capital Area Newsletter Page 21 September 2017

2017 PLATINUM SPONSORS CONTINUED

CATALYST FUNDS

Angele Ryan, 302-388-6900, APRyan@Catalystmutuals.com

FAIRWAY MORTGAGE CORPORATION

Will Gaines, 703-401-0241, Will.Gaines@FairwayMC.com

LEGG MASON & Co., LLC

John Fuggi, 203-703-7807, JFuggi@LeggMason.com, Eric Kruk, 410-340-5235,

EMKruk@LeggMason.com, Billy Childs, 203-703-7891, WChilds@LeggMason.com, and

Steve Jobe, 203-703-7756, SJobe@LeggMason.com

MFS FUND DISTRIBUTORS, INC.

Emily Dupre, Jennifer Dahill, Stephen Burkhardt, John Jesse

Edupre@MFS.com; JDahill@MFS.com; SBurkhardt@MFS.com; JohnJesse@MFS.com

SCHWAB ADVISOR SERVICES

Robert Ciullo, 703-506-8243, Robert.Ciullo@schwab.com

FPA National Capital Area Newsletter Page 22 September 2017

2017 PLATINUM SPONSORS CONTINUED

THORNBURG INVESTMENT MANAGEMENT

Dan Reilly, 877-215-1330, ext. 7299, Dreilly@thornburg.com

2017 GOLD 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

ALGER

Jeffrey Leone, 202-821-6575, JLeone@Alger.com, or

Jon Ferraiolo, 212-806-8875, JFerraiolo@alger.com

ENVESTNET

Mathieu Stroh, 206-428-4657, Matt.Stroh@envestnet.com

CANTOR FITZGERALD

McKenzie Campbell, 212-359-8715, McCampbell@cantor.com

FPA National Capital Area Newsletter Page 23 September 2017

2017 GOLD SPONSORS CONTINUED

FIDELITY INVESTMENTS

Russ Kubie, 617-279-3492, Russell.Kubie@fmr.com

FLEXSHARES

Vernon Biggs, 312-557-3405, Vernon.Biggs@NTRS.com

FOLIO INSTITUTIONAL

Brooks Briggs, 703-245-4912, BiggsB@FolioInstituional.com

HARTFORD FUNDS

Jeremy Blubaugh, 202-810-2815, Jeremy.Blubaugh@HartfordFunds.com, and

Brian Marks, 610-405-4882, brian.marks@hartfordfunds.com, and

John Callahan, 610-387-2045, john.callahan@hartfordfunds.com

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

FPA National Capital Area Newsletter Page 24 September 2017

2017 GOLD SPONSORS CONTINUED

MARKEL INVESTMENT AND ADVISORS INSURANCE

Greg Severinghaus, (800) 431-1270, ext. 7925, gseveringhaus@MarkelCorp.com

OSTERWEIS CAPITAL MANAGEMENT

Antoine Piron, 800-700-3316, antoine.piron@osterweis.com

VIRGINIA 529

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

Rebecca Lyons, RLyons@Virginia529.com

WASHINGTON FIRST MORTGAGE

Mike Eastman, 571-327-2145, MEastman@WashingtonFirstMortgage.com

FPA National Capital Area Newsletter Page 25 September 2017

2017 SILVER SPONSORS

CALAMOS INVESTMENTS

Tim Buick, 202-415-3829, Tbuick@Calamos.com

TD AMERITRADE INSTITUTIONAL

Jonathan Olver, 201-369-8307, Jonathan.Olver@TDAmeritrade.com

Help the CFP Board Write Exam Questions!

CFP Board is exploring the possibility of conducting a 2-day item writing workshop in Nashville, TN, in

conjunction with the 2017 FPA Annual Conference, on Saturday September 30 and Sunday October 1, 2017.

Workshop participants will engage in developing exam questions intended for use on future CFP® Certification

Examinations. If you plan to attend the 2017 FPA Annual Conference in Nashville and are interested in

volunteering to participate in this item writing workshop over the two days before the conference, please

complete a brief form indicating your interest. Learn more and complete an interest form:

http://ow.ly/2QyD30bn4ai

FPA National Capital Area Newsletter Page 26 September 2017

2017 OFFICERS AND DIRECTORS

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

Egan, Berger, Weiner, LLC, Board@FPANCA.org

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

VLP Financial Advisors, Board@FPANCA.org

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

Egan, Berger, Weiner, LLC, Board@FPANCA.org

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

Armstrong, Fleming & Moore, Inc., Board@FPANCA.org

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

CJM Wealth Advisers, Ltd., Board@FPANCA.org

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

Omega Wealth Management, LLC, Board@FPANCA.org

Kirk Taylor, CFP® – 703-564-9109

1st Portfolio Wealth Advisors, Board@FPANCA.org

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

Armstrong, Fleming & Moore, Inc., Board@FPANCA.org

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

VLP Financial Advisors, Board@FPANCA.org

Melissa Sotudeh, CFP® - 240-268-1000

Halpern Financial, Board@FPANCA.org

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

Glassman Wealth Services, Board@FPANCA.org

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

CAPITAL Asset Management Group, Board@FPANCA.org

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

Sullivan, Bruyette, Speros and Blayney, Board@FPANCA.org

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

Acorn Financial Services, Board@FPANCA.org

Mark Cecchini, CFP® - 703-734-9300

Sullivan, Bruyette, Speros and Blayney, Board@FPANCA.org

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

Focus Wealth Management, Ltd., Board@FPANCA.org

Shellie Peters, CFP® - 301-656-1200

Bridgewater Wealth & Financial Management, LLC, Board@FPANCA.org

Executive Director: Peggy Nelson, 703-620-1712

FPA National Capital Area, Peggy@FPANCA.org

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.