FPA National Capital Area Newsletter Page 1 February 2019 A Pinnacle Award Level Chapter Recipient of FPA National’s Highest Level Awards for 20 Consecutive Years! Volume 20, No. 2, February, 2019 Web address: www.fpanca.org FPA Headlines The Newsletter of your local association Chris Rivers, CFP® President’s Message As January turns to March here in the National Capital Area, temperatures have turned bitterly cold outside, while elsewhere markets have warmed up to start the year. In our chapter, we enter February hot on the heels of another fantastic winter symposium on January 21 st . The program was packed with content aimed at improving client communication and elevating your practice. In addition, we presented awards to two of our Outstanding Award recipients, Dan Lash, winner of the Norma Severns Award for Leadership and Dick Vodra, winner of the Lifetime Achievement Award. Both awards were well deserved and a long time coming. Speaking of elevating your practice, on February 15 th we are holding our sixth annual Career Fair. This has been one of our most exciting new initiatives in recent years, connecting new grads and career changers with a strong pool of local firms and advisors looking to hire and train the next generation. Interviews and roundtable discussions take place all morning into early afternoon. Then at 3pm, we are thrilled to have Karen Schaeffer as our keynote speaker. In case you missed it, Karen recently received the Alexandra Armstrong Award for Lifetime Achievement in Financial Planning, from InvestmentNews. More on that here. On March 15 th at Bethesda Country Club, we’ll have Ben Lewis, FPA’s Director of Public Relations, presenting Media Training. That same day retired FBI agent Jeff Lanza will speak to us about preventing cybercrime and identity theft, in what is sure to be a timely and entertaining presentation. Continued on next page
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FPA National Capital Area Newsletter Page 1 February 2019
President’s Message Brian Jones, CFP®
Continued on page three
A Pinnacle Award Level Chapter Recipient of FPA National’s Highest
Level Awards for 20 Consecutive Years!
Volume 20, No. 2, February, 2019 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Chris Rivers, CFP® President’s Message
As January turns to March here in the National Capital Area, temperatures have turned bitterly cold outside, while
elsewhere markets have warmed up to start the year. In our chapter, we enter February hot on the heels of another
fantastic winter symposium on January 21st.
The program was packed with content aimed at improving client communication and elevating your practice. In
addition, we presented awards to two of our Outstanding Award recipients, Dan Lash, winner of the Norma Severns
Award for Leadership and Dick Vodra, winner of the Lifetime Achievement Award. Both awards were well deserved
and a long time coming.
Speaking of elevating your practice, on February 15th we are holding our sixth annual Career Fair. This has been one
of our most exciting new initiatives in recent years, connecting new grads and career changers with a strong pool of
local firms and advisors looking to hire and train the next generation.
Interviews and roundtable discussions take place all morning into early afternoon. Then at 3pm, we are thrilled to
have Karen Schaeffer as our keynote speaker. In case you missed it, Karen recently received the Alexandra
Armstrong Award for Lifetime Achievement in Financial Planning, from InvestmentNews. More on that here.
On March 15th at Bethesda Country Club, we’ll have Ben Lewis, FPA’s Director of Public Relations, presenting
Media Training. That same day retired FBI agent Jeff Lanza will speak to us about preventing cybercrime and identity
theft, in what is sure to be a timely and entertaining presentation.
Register for the All-Member Virtual Listening Tour Visit on February 5 or February 7
FPA members have received an invitation to attend an All-Member Virtual Listening Tour Meeting. There are two options for dates to attend - February 5 and 7.
FPA National Capital Area Newsletter Page 11 February 2019
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.
FPA National Capital Area Newsletter Page 12 February 2019
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,
Cornelia Mallari, Marc Weymeyer, Christina O’Connell, Frances Fang, Dawn Doebler, David McCormick-Goodhart,
Charles Gray, Edward Lara, Diane Dziedzic, Mitch Neitzey, Brian Krawiec, William Reuter
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,