FPA Headlines · Afterwards, James Head, Esq. of Williams Mullen gave an excellent presentation on...
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FPA National Capital Area Newsletter Page 1 October 2018 A Pinnacle Award Level Chapter Recipient of FPA National’s Highest Level Awards for 18 Consecutive Years! Volume 19, No. 10, October, 2018 Web address: www.fpanca.org FPA Headlines The Newsletter of your local association Howard Pressman, CFP® President’s Message Did you know that trick-or-treating has its origins in charity? During All-Souls Day parades in England, families would give pastries called soul cakes and later other food and money to poor people in exchange for their prayers for the family’s dead relatives. I never knew this but am not at all surprised to find that money played an important role in shaping this cultural tradition as it has in many others. To me, this is further evidence of the importance of good financial advice and the roles we play in the lives of our clients. We had quite a few events in September, including our luncheon on the 13 th where we had two great speakers. The day started with an ethics presentation from Dan Candura. Dan talked in detail about the changes the CFP Board is making to our Code of Ethics. Simplifying the code and broadening the application of a fiduciary duty are at the heart of the changes. Afterwards, James Head, Esq. of Williams Mullen gave an excellent presentation on Succession Planning and how to assist owners of closely held businesses. What struck me about this presentation was just how many options are available to transfer business assets. Just knowing that some of these exist and who to reach out to will enable us to help our clients realize their goals. At the September month’s luncheon, we successfully tested the broadcast of our meeting to a secondary location. Two members of the Board viewed the entire meeting from their office. The major accident on the Beltway the morning of our meeting, served to highlight the value of this initiative. Our hope is to make the meetings more accessible by cutting down on the time required to get to the location. We hope to roll this out to our members very soon and host future meetings in two locations. Continued on next page
Transcript of FPA Headlines · Afterwards, James Head, Esq. of Williams Mullen gave an excellent presentation on...
FPA National Capital Area Newsletter Page 1 October 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. 10, October, 2018 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Howard Pressman, CFP® President’s Message
Did you know that trick-or-treating has its origins in charity? During All-Souls Day parades in England, families
would give pastries called soul cakes and later other food and money to poor people in exchange for their prayers for
the family’s dead relatives. I never knew this but am not at all surprised to find that money played an important role in
shaping this cultural tradition as it has in many others. To me, this is further evidence of the importance of good
financial advice and the roles we play in the lives of our clients.
We had quite a few events in September, including our luncheon on the 13th where we had two great speakers. The
day started with an ethics presentation from Dan Candura. Dan talked in detail about the changes the CFP Board is
making to our Code of Ethics. Simplifying the code and broadening the application of a fiduciary duty are at the heart
of the changes. Afterwards, James Head, Esq. of Williams Mullen gave an excellent presentation on Succession
Planning and how to assist owners of closely held businesses. What struck me about this presentation was just how
many options are available to transfer business assets. Just knowing that some of these exist and who to reach out to
will enable us to help our clients realize their goals.
At the September month’s luncheon, we successfully tested the broadcast of our meeting to a secondary location. Two
members of the Board viewed the entire meeting from their office. The major accident on the Beltway the morning of
our meeting, served to highlight the value of this initiative. Our hope is to make the meetings more accessible by
cutting down on the time required to get to the location. We hope to roll this out to our members very soon and host
future meetings in two locations.
Continued on next page
FPA National Capital Area Newsletter Page 2 October 2018
FPA membership pays for itself. Use your benefits today.
Continued from previous page
Also in September we had three Allied Professional events, two of which had CEs, the NexGen Day of Service and a
MoneyGuide Pro webinar. Wow!
This month’s events include our member lunch on October 11th which features two presentations. Al Chingren with
American Century Investments will be talking about Social Security and John Sheehan with Osterweis Capital will be
presenting on Managing for Absolute Returns in a Tightening Monetary Environment. Metro Washington Financial
Planning Day will be held at UVA’s Falls Church campus on Saturday, October 20th. This is a wonderful opportunity
to help others and to really appreciate the power of good financial planning. If you haven’t volunteered for this event,
please consider joining us, it’s a great and rewarding day. Lastly, on the 23rd, NexGen will hold a study group at the
offices of SBSB in McLean. I hope to see you at one of these events.
As always, thank you for all that you do for your clients and our profession.
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 October 2018
FPA National Capital Area Newsletter Page 4 October 2018
2018 FPA NCA EVENT SCHEDULE Details on our activities are published on our web site at www.fpanca.org
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
Thursday, November 15, 2018 – Happy Hour with CE, Falls Church, VA
Tuesday, December 4, 2018 – Member Luncheon, Vienna, VA
Tuesday, December 11, 2018 – NexGen Study Group, McLean, VA
Monday, January 21, 2019 – Ethics Course and Winter Symposium, Herndon, VA
Friday, February 15, 2018 – FPA NCA Career Day, Herndon, 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 AUGUST 2018 NEW MEMBERS!
Kevin Chan Celia Flye Chan Friends of the Fairfax County Bethesda, MD 20814 Animal Shelter Centreville, VA 20122 Divya Khatuja Heather Molloy CFP® Gaithersburg, MD 20878 Madison Wealth Management Leesburg, VA 20175 Thomas New CFP® Rebecca Newton CFP® Verdence Capital Advisors H. Beck, Inc. Hunt Valley, MD 21030 Rockville, MD 20852 Jane DeLashmutt O'Mara CFP® Mario Pizzamiglio CPA, CFP® FBB Capital Partners Blackhawk Wealth Advisory, LLC Easton, MD 21601 Arlington, VA 22209 Raymond Sparrow Joseph T. Trimble West Financial Services, Inc. YHB Wealth Mc Lean, VA 22102 Leesburg, VA 20175
FPA National Capital Area Newsletter Page 5 October 2018
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 Approved! CPA CPE Offered!
Social Security and Your Retirement - Al Chingren, with American Century and
Managing for Absolute Returns in a Tightening Monetary Environment – John Sheehan, 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 John Sheehan: John Sheehan, Portfolio Manager
John Sheehan graduated from Georgetown University (B.A. Economics). Mr. Sheehan holds the Chartered
Financial Analyst designation.
Prior to joining Osterweis Capital Management in 2018, Mr. Sheehan spent over 20 years working at Citigroup,
first as Managing Director responsible for Investment Grade Syndicate in New York City and then as Managing
Director in charge of West Coast Investment Grade Sales in San Francisco.
Mr. Sheehan is a 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 6 October 2018
October Webinars and Podcasts
Rethinking Ownership: Guidance for the Next Generation of Financial Professionals
October 10 | 2 - 3 pm ET | Free to Members
How to Build a Cyber Dream Team
October 16 | 2 - 3 pm ET | Free to Members
The Role of Annuities in Wealth Management
October 24 | 2 - 3 pm ET | Free to Members 1 CFP CE Credit
Journal in the Round: Lessons Learned from the Past to Help Us Grow in the Future
October 31 | 2 - 3 pm ET | Free to Members
FPA National Capital Area Newsletter Page 7 October 2018
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
FPA Business Resource Center
WealthConductor LLC Presents: What Retirees Want
October 18 | 4 pm ET | Free to Members
LifeArcPlan Presents: Building a Successful Practice by Leveraging Automation
October 25 | 12 pm ET | Free to Members
FPA National Capital Area Newsletter Page 8 October 2018
FPA National Capital Area Presents Metro Washington Financial Planning Day
Saturday, October 20, 2018, 9AM to 2PM
University of Virginia Falls Church Campus
Volunteers Needed! Please Register Now!
Greetings from the Pro-Bono Team!
Coryn 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 (MWFPD). 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 20th from 8 am – 2 pm to participate in various counseling and
classroom settings within a chosen morning or afternoon time slot.
You may register as a volunteer on our website at www.fpanca.org. Please email me or Coryn with any
questions, Shellie Peters: [email protected]; Coryn Rosenstock, [email protected].
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 details in place, and hope 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 & Coryn
Volunteer Orientation: 8:00 AM to 8:45 AM You will attend a volunteer orientation from 8:00 AM to 8:45 AM. The orientation will provide you with detailed
information about the day’s events.
One-on-one Consultations: 9:00 AM to 2:00 PM The Financial Planning Day One-on-One Consultations will be open to the public from 9:00 AM to 2:00
PM. During that time, volunteers will be seated at tables and will meet with attendees one-on-one to discuss their
financial planning questions. A pen and a note pad will be provided to you. You are welcome, but not required, to
bring a battery-powered calculator or a battery-powered laptop. Event staff will be on hand to assist you should you
have any questions.
No Strings Attached Volunteers will not be permitted to hand out business cards, marketing materials or solicit business at the Financial
Planning Day. However, the names and contact information of all volunteers will be published in the event handout
that will be posted to our website. You may point out your contact information in the event handout on our website
to the attendees you meet with.
Lunch Coffee will be available for volunteers at check-in. Lunch also will be available for volunteers. [Information about
your lunch schedule will be provided to you during volunteer orientation. Please keep your lunch schedule in mind
when meeting with attendees.]
Dress Code - Business casual attire is recommended.
Please feel free to contact us with questions. We look forward to seeing you at the Metro Washington Financial
Planning Day!
FPA National Capital Area Newsletter Page 9 October 2018
FPA National Capital Area Presents:
November 15, 2018 Happy Hour with CE!
2 Hours of CE Approved by CFP, VA Insurance and CIMA! MD Insurance Pending
Approval! CPA CPE Offered!
Members: $20 - Non-Members: $40
LIMITED TO THE FIRST 60 REGISTRATIONS DUE TO SPACE LIMITATIONS!
University of Virginia facility, Falls Church, VA
7054 Haycock Road
Falls Church, Virginia 22043
Advanced Applications: Reverse Mortgage Research In Retirement Planning
Presented by Todd Jarvis and Sean Houlihan, Fairway Mortgage Corporation
Course Description
You will learn the answers to these questions: Can I use a reverse mortgage in estate planning to increase the
legacy to my heirs? Are interest, real estate taxes, or MIP a deductive when paid? Are deductions passable onto
the heirs? What are the best strategies to facilitate maximum Social Security benefits using a reverse mortgage?
Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect
Medicaid eligibility?
Learning Objective(s)
The course will be covering in depth multiple strategies for how a reverse mortgage could be used for Social
Security, Life Insurance, Medicaid, & Long Term Care planning.
Drinks and Appetizers will be served afterwards at the University of Virginia facility! Don't Miss it! One
Stop for the Presentation and the Happy Hour!
FPA National Capital Area Newsletter Page 10 October 2018
FPA National Capital Area Newsletter Page 11 October 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 12 October 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!
SAVE THE DATE!
Monday, January 21, 2019
Ethics Course and Winter Symposium
Dulles Hyatt, Herndon, VA
Speaker Details Announced Soon!
SAVE THE DATE!
Friday, February 15, 2019
Career Fair
Dulles Hyatt, Herndon, VA
Registration Details Announced Soon!
FPA National Capital Area Newsletter Page 13 October 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 14 October 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, Evan Beach, William Kirk Taylor
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, Kenneth Coan
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, John Williams
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, Paul Bennett
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, Michael Tievy
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, Sally Law
FPA National Capital Area Newsletter Page 15 October 2018
FPA National Capital Area Newsletter Page 16 October 2018
FPA National Capital Area Newsletter Page 17 October 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 18 October 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 19 October 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 20 October 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 21 October 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 22 October 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 23 October 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.
