FPA National Capital Area Newsletter Page 1 August 2014 A Pinnacle Award Level Chapter Recipient of FPA National’s Highest Level Award for 13 Consecutive Years! Volume 15, No. 8, August, 2014 Web address: www.fpanca.org FPA Headlines The Newsletter of your local association Helen Modly, CFP®, CPWA® President’s Message Now that we have passed the half-year mark, I can officially refer to myself as the outgoing President! Ken Robinson, our President-elect has already begun planning for his year as our 2015 President. Many of you will be heading to the beaches, mountains, lakes and rivers for your annual vacations this month. While FPA doesn’t have any membership meetings in August, we will be busy on several fronts. Most importantly, we will be transitioning over to our updated website very soon and we are very interested in your comments and suggestions. As any of you who have had to develop a website know, this has been a huge project for the chapter, and especially for Peggy. There are many great programs on the schedule for the fall and I hope to see you at one or more of them. As always, please feel free to email me with any comments or suggestions. Warmest regards, Helen Modly [email protected]2014 President, FPA of the National Capital Area
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FPA National Capital Area Newsletter Page 1 August 2014
President’s Message Brian Jones, CFP®
Continued on page three
A Pinnacle Award Level Chapter Recipient of FPA National’s Highest
Level Award for 13 Consecutive Years!
Volume 15, No. 8, August, 2014 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Helen Modly, CFP®, CPWA® President’s Message
Now that we have passed the half-year mark, I can officially refer to myself as the outgoing President! Ken Robinson,
our President-elect has already begun planning for his year as our 2015 President.
Many of you will be heading to the beaches, mountains, lakes and rivers for your annual vacations this month. While
FPA doesn’t have any membership meetings in August, we will be busy on several fronts.
Most importantly, we will be transitioning over to our updated website very soon and we are very interested in your
comments and suggestions. As any of you who have had to develop a website know, this has been a huge project for
the chapter, and especially for Peggy.
There are many great programs on the schedule for the fall and I hope to see you at one or more of them. As always,
please feel free to email me with any comments or suggestions.
FPA National Capital Area Newsletter Page 11 August 2014
We have updated our military pro bono opportunities for FPA members. If a veteran is not in your area you can help remotely with video conference. Please click the sign up links below and read for more details. You can sign up without an account. We will follow up with any additional questions you may have. Thank you for helping our veterans accomplish their financial mission as they prepare to begin home ownership.
Operation Homefront | Approximately 150-300 veterans a year
Homes for our Troops (physically injured veterans) | Approximately 50-100 a year
On behalf of FPA Pro Bono, Noreen Coughlin, Mission Outreach Director (and FPA Pro Bono Director) www.foundation-finplan.org Tel: (770) 938-1110 Fax: (678) 623-3450 2193 Northlake Parkway, Ste 110, Tucker, GA 30084 - Text ITMATTERS to 20222 and donate $10 to support Pro Bono Financial Planning
Help People Take Control of Their Financial Lives. The support you provide today enriches the lives of the under served tomorrow.
Donate
The Foundation for Financial Planning is sustained entirely by the generous support of our donors. Money you donate goes directly toward supporting pro bono financial planning services, and makes a significant, positive impact on those in need. Donate Now »
Volunteer
Pro bono financial planning enriches the lives of everyone who participates, and volunteers are no exception. We provide financial planners with the training and assistance to give back on a pro bono basis-and we're always looking for more volunteers. Volunteer Now »
Grants & Programs
The Foundation for Financial Planning awards grants to non-profit organizations for pro bono financial advice and community outreach activities. Our track record of success, both for grant recipients and those who receive pro bono financial advice, speaks for itself. Learn More »
FPA National Capital Area Newsletter Page 12 August 2014
Announcing the First Time Ever, CFP Board
Invitation to Firm’s Night Event
JW Marriott – Washington, DC – August 7-8, 2014
Information Regarding Firms’ Night
For the first time ever, CFP Board has invited firms to participate at CFP Board’s Registered Program Conference during a Firms' Night event on Thursday, August 7, 2014, from 6 - 8:30 p.m. During the course of the evening, representatives from Registered Programs will have the chance to meet with firms to discuss a variety of issues. This is an opportunity to connect with firms and develop relationships that will help you and your students in the effort to get
students into the workforce as CFP® professionals.
If you have a firm that you would like to invite or are part of firm that would like to be present, please let us know.
We hope to see you at this year's conference! If you have any questions, please feel free to contact us at [email protected].
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. [email protected]
P 800-487-1497 • F 202-379-2299 • CFP.NET 1425 K STREET, NW #500 • WASHINGTON, DC 20005
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
FPA National Capital Area Newsletter Page 15 August 2014
MEMBER ADVANTAGE PROGRAM
You may be missing out on substantial savings that come with your FPA membership!
Your FPA membership includes discounts with several of FPA's discount participants. Get the most out of your FPA membership and start saving today! Take a look at some of the newest members in FPA's affinity program!
New! InFRE® Retirement Resource Center (IRRC) Retirement planning is an integral part of financial planning and, as such, FPA has formed a strategic alliance with the International Foundation for Retirement Education (InFRE®) and the InFRE® Retirement Resource Center. The purpose of this alliance is to provide FPA members, many of whom are already Certified Financial Planner professionals, with discounted access to educational offerings that allow planners to further study the growing complexities of retirement planning, income and design.
SmartXpress Office Supplies Forty thousand business products with discounts of up to 70 percent. SmartXpress is the Smart alternative to shopping retail. Orders over $50 ship same day with free next-day delivery from 31 distribution centers. New customers receive an additional 25 percent off their first order of $100 or more.
Markel Cambridge Alliance The E&O program provided through Markel Cambridge Alliance for Registered Investment Advisers (RIA) and independent Investment Advisery Representatives (IAR) offers stability, quality of coverage and excellent customer service at a discount to FPA members. Markel Cambridge Alliance has been a long-term partner with FPA and has provided this coverage since 1988.
The College for Financial Planning As a member of FPA, you have access to discounts on superior educational programs, one of which is through The College for Financial Planning.
The Dalton Review Dalton Education provides FPA members significant discounts on their CFP® review programs. The Dalton Review® for the CFP® Certification Examination is the leading review provider in the country, with pass rates consistently 70-80 percent on the exam.
FedEx FPA and FedEx are working together to bring you special FedEx discounts. Save up to 21 percent on select FedEx® shipping services and up to 15 percent on select FedEx OfficeSM services — no enrollment fees.
GEICO Save up to eight percent off GEICO's already low rates with this new member benefit. Take advantage of your free rate quote today.
Identity Theft Protection Program Every three seconds another identity is stolen. Protect your identity with LifeLock, the leader in identity theft protection. Get 30 days free and 10 percent off.
IPS AdvisorPro® Created by advisers, for advisers, this award-winning Web-based system helps advisers build fully customized Investment Policy Statements (IPS) quickly and easily and is available through FPA's Member Advantage program. Current FPA members can take advantage of a discounted rate on their first year's subscription when you sign up at http://www.ipsadvisorpro.com/.
Kaplan College As a member of FPA, you have access to discounts on superior educational programs, one of which is through Kaplan College.
FPA National Capital Area Newsletter Page 16 August 2014
MEMBER ADVANTAGE PROGRAM – Continued from previous page
Long-term Disability The new FPA group disability plan is 50 percent less expensive than individual policies with similar features and is available exclusively to FPA members. An up to $6,000 per month tax-free benefit is available payable to age 65. The application process takes less than five minutes. +studentaid.com As a member of FPA, you can receive the +studentaid.com College Cost & Planning Report™ for a special discounted price. The College Cost & Planning Report™ can strengthen your financial planning client relationships by helping them to make well-informed, affordable college choice decisions.
Vacation Center Explore the world at discount prices and receive an exclusive FPA member discount at the FPA Member Advantage Vacation Center.
Wireless Center Save time and money at the FPA Member Advantage Wireless Center. Compare and purchase plans and phones from all major carriers and brands.
And more!
Start saving on all of your office and personal needs today! It's already included in your membership; take advantage of the FPA Member Advantage Program!
The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA®, FPA/Logo and FINANCIAL PLANNING ASSOCIATION®. The marks may not be used without written permission from the Financial Planning Association.
NEW PRO BONO OPPORTUNITY
WASHINGTON CANCER INSTITUTE
Our FPA NCA Chapter is beginning a new Pro Bono relationship with the Washington Cancer Institute, and
possibly other Cancer Hospitals in the region. We anticipate that our opening presentations to patients and their
families will be later in 2014. Our Committee Chairs, Frank Boucher and Robert Sharer will be gathering more
information and developing the program and working relationship with this organization over the next few months.
However, we do anticipate the need for additional pro bono volunteers for this on-going project. If you would like
to volunteer to help with pro bono work at the Washington Cancer Institute or other Cancer Hospitals, please send
an email to Peggy at [email protected]. We will put you on our list and update you as the program takes
shape and begins. Thank you for your help on this very important pro bono project!