FPA National Capital Area Newsletter Page 1 July 2017 A Pinnacle Award Level Chapter Recipient of FPA National’s Highest Level Awards for 17 Consecutive Years! Volume 18, No. 7, July, 2017 Web address: www.fpanca.org FPA Headlines The Newsletter of your local association Bryan Beatty, CFP®, AIF® President’s Message Happy Independence Day 2017! The country is officially 241 years Young! We had a very successful Spring Symposium highlighted by Wade Pfau’s new look at reverse mortgages and topped off by Bob Veres’ look into future revenue models of advisory practices. We had a little social media, banking landscape, made a case for alternative investments and examined senior housing transition planning in the middle of the day for a well-rounded program designed to help advisors prepare for the new fiduciary world. We also congratulated our Leadership Award winner Kathleen Sindell and our Lifetime Achievement Award winner Ellisa Buie. We had recognized Emily Chiang as the Planner of the Year Award winner in January. I would like to say goodbye to board member Christine D’Amico as she heads to southwestern Virginia to be closer to family. Christine has helped us have a successful Golf event this year, as well as many amazing and fun social networking events. We will miss Christine and wish her the best of success in her move. What would summer be without a healthy dose of social activity? So, join us for our next happy hour with one hour of CE scheduled for July 12 th at Bazin’s in Vienna, or our membership happy hour on August 8 th at Chima in Tysons. Also, don’t miss the NexGen Retreat on July 26 at a country home in Great Falls for learning and networking sessions in a relaxed and inviting environment! Continued on next page
24
Embed
FPA Headlines - cdn.ymaws.com · Twenty-Five Year Members Mike Kalas, Frederick Cornelius, Edwin Handley Thirty Year Members Haydee Toedtman Thirty-Five Year Members J. Stephen Bauserman
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
FPA National Capital Area Newsletter Page 1 July 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. 7, July, 2017 Web address: www.fpanca.org
FPA Headlines The Newsletter of your local association
Bryan Beatty, CFP®, AIF® President’s Message
Happy Independence Day 2017! The country is officially 241 years Young!
We had a very successful Spring Symposium highlighted by Wade Pfau’s new look at reverse mortgages and topped
off by Bob Veres’ look into future revenue models of advisory practices. We had a little social media, banking
landscape, made a case for alternative investments and examined senior housing transition planning in the middle of
the day for a well-rounded program designed to help advisors prepare for the new fiduciary world.
We also congratulated our Leadership Award winner Kathleen Sindell and our Lifetime Achievement Award winner
Ellisa Buie. We had recognized Emily Chiang as the Planner of the Year Award winner in January.
I would like to say goodbye to board member Christine D’Amico as she heads to southwestern Virginia to be closer to
family. Christine has helped us have a successful Golf event this year, as well as many amazing and fun social
networking events. We will miss Christine and wish her the best of success in her move.
What would summer be without a healthy dose of social activity? So, join us for our next happy hour with one hour of
CE scheduled for July 12th at Bazin’s in Vienna, or our membership happy hour on August 8th at Chima in Tysons.
Also, don’t miss the NexGen Retreat on July 26 at a country home in Great Falls for learning and networking sessions
FPA National Capital Area Newsletter Page 6 July 2017
WE WELCOME OUR MAY 2017 NEW MEMBERS!
Ashley Benoit Myka Bradley CFP® Clinton, MD 20735 Bronfman E.L. Rothschild Annandale, VA 22003 Christopher Campbell Cole DeLucas CJ Campbell and Associates Yeske Buie Olney, MD 20832 Vienna, VA 22180 Mitchell Falter CFP® Delbert Jones TIAA-CREF Falls Church, VA 22041 Fairfax, VA 22030
Dawn Mabery Chestnut William Moss Washington, DC 20019 Great Falls, VA 22066 Bradley Nelson David Nguyen Lyon Park Advisors, LLC Alexandria, VA 22304 Arlington, VA 22201 Kobby Okum Hannah Quakenbush Edward Jones Yeske Buie Ashburn, VA 20148 Vienna, VA 22180
Tyler Reiser Adit Ryan Washington, DC 20010 Ameriprise Financial Services Vienna, VA 22180
ETHICS CLASS COMING IN SEPTEMBER!
REGISTRATION POSTED SOON!
September 14, 2017 – Bethesda Country Club, Bethesda, MD
FPA National Capital Area Newsletter Page 7 July 2017
FPA National Capital Area Presents
Wonderful Wednesday Happy Hour with Refreshments and One Hour of
CE!
Bazin's on Church Street, Vienna, VA
Wednesday, July 12, 2017 - Please note this is a Wednesday Event!
One CFP CE Approved! One VA Insurance CE Approved! One CIMA CE Approved! CPA CPE Offered!
Dan Reilly, CIMA, Presenting
The Current and Long Term Case for Overseas Investing
When compared to prior records, it has been proven that the US Stock Market Capitalization is declining. It has
also been proven that investor timing of the markets often fails, and lower returns are produced. A strong dollar
can be a strong tailwind for an overseas company when selling to the US, increasing their profits while keeping
their costs low. This can create a desirable market for an overseas investor. The overseas market for investing can
increase the investor’s portfolio yield and protect the investor from a US market that has a greater downside risk.
Join us on July 12 at Bazin's for good food, good spirits, great company with your colleagues, and a great
presentation for CE! Register now!
Dan Reilly is a regional consultant for Thornburg Investment Management. He joined Thornburg in 1999 as a
regional consultant and was named managing director in 2004. Prior to joining Thornburg, Dan was the assistant
vice president of Business Development for Wells Real Estate Funds and served as vice president for Keogler
Investment Advisory.
Dan received his Certified Investment Management Analyst® designation from the Investment Management
Consultants Association. He earned his B.A. in Economics from Lynchburg College and an MBA in Finance from
Georgia State University. He is currently registered with FINRA with a Series 24, 7, 63, and 65. Dan serves
financial professionals in the MidAtlantic Region.
Why: Come network with your fellow FPA NCA Members and
enjoy a free drink and snacks!
NexGen Members: Meet and get to know some of the premier
financial planners in the area! Learn about their businesses, their
career paths and their passions.
Everyone: Enjoy the Evening and have fun!
FPA National Capital Area Newsletter Page 10 July 2017
SNEAK PEEK – January 2018 Winter Symposium! Don’t Miss It!
More Info and Registration Soon!
Winter Symposium, January 26, 2018 at the Dulles Hyatt will feature:
Michael Kitces
Mark Tibergien
Amy Florian
Joachim Fels
Kathleen Kingsbury
Lauran Star
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 in September.
DIVERSITY SCHOLARSHIPS – APPLY NOW!
FPA is now accepting applications for the FPA Diversity Scholarship to attend FPA Annual Conference in Nashville, being held Oct. 2-4. The scholarship recognizes professionals who are working to encourage diversity in the financial planning profession and the population served. The merit-based scholarship recipients earn one-year FPA membership and complimentary registration and travel expenses to the conference.
The scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession. Criteria for applicants includes:
Raising awareness of the profession in diverse communities; Serving diverse communities with financial planning; and Increasing professional opportunities for diverse communities within the financial planning
profession.
The Diversity Scholarship Program is sponsored by the FPA Diversity Committee. The Committee's mission is to develop strategies to raise awareness and promote inclusiveness of diverse communities including but not limited to: age, race, ethnicity, gender and sexual orientation in the financial planning profession. FPA strives to increase professional opportunities for the widest spectrum of people so that all may join and thrive in the financial planning profession. To learn more or obtain an application form visit: www.onefpa.org/community/diversity/Pages/....
FPA National Capital Area Newsletter Page 11 July 2017
Upcoming Webinars from ONE FPA National Office!
REBROADCAST: Practicing Ethics – Applying CFP Board Standards July 12 | 2 pm ET
2 CFP CE Credits
REBROADCAST: Journal in the Round: Changing the Approach to College Funding Advice July 19 | 2 pm ET | Free to Members
1 CFP CE Credit
Journal in the Round: Marketing with the Pros July 26 | 2 pm ET | Free to Members
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.
Grow Your Business Success with eMoney July 13 | 2:00 pm ET | Free to Members
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.