FPA HeadlinesFPA National Capital Area Newsletter Page 2 January 2015 2015 FPA NCA EVENT SCHEDULE Details on our activities are published on our new web site at Friday, January 23,

FPA National Capital Area Newsletter Page 1 January 2015

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 16, No. 1, January, 2015 Web address: www.fpanca.org

FPA Headlines The Newsletter of your local association

Ken Robinson, CFP® President’s Message

Happy New Year! As we bid farewell to a very turbulent 2014, it appears 2015 is picking up right where we left off.

Despite all of the turmoil and confusion in the world, one thing is very clear. The need for financial planning has

never been greater. This presents a huge opportunity for our members to serve the growing number of people in need

of assistance. It’s an exciting time to be in the financial services industry!

Our primary goal as a chapter is to help you become more effective in your practice, in your career, and most

importantly, in serving your clients. We do this by providing great programs, speakers, and networking opportunities

throughout the year. In 2015, our board will focus on providing the most relevant, high-quality continuing education

and professional development programs to our fellow members. We also want to provide plenty of opportunities for

you to network with fellow members and sponsorship partners in order to help you gain new insights and grow your

business. With these goals in mind, we have planned a fantastic line-up of events for 2015.

To kick off the New Year, the Winter Symposium is just over two weeks away! The event will be held at the Dulles

Hyatt on Friday, January 23rd. The agenda is packed with great topics and amazing speakers, as well as plenty of

opportunities to socialize with your industry colleagues and to gather valuable information from our sponsorship

partners. Please click HERE to review the schedule and speakers for the day! In addition to a great line-up of

speakers, we will be raffling off two state-of-the-art big screen TVs and two $100 Visa gift cards! We are expecting

this year’s event to be a sellout with space limited to 300, so if you have not registered, please click HERE.

Continued on next page

http://www.fpanca.org/

http://www.fpanca.org/resource/resmgr/Program_Info/Symposium_Schedule-12-3-2014.pdf

http://www.fpanca.org/events/event_details.asp?id=477113&group=


2015 FPA NCA EVENT SCHEDULE

Details on our activities are published on our new web site at www.fpanca.org

Friday, January 23, 2015 – Ethics Course and Winter Symposium, Dulles Hyatt, Herndon, VA, 6AM – 6PM

Tuesday, February 3, 2015 – NexGen Study Group, SBSB, McLean, VA – 5:00PM – 7:00PM

Friday, February 13, 2015 – Member Breakfast, Jon Yankee’s Office, Reston, VA, 8AM – 10AM

Friday, February 27, 2015 – Career Fair, McLean Hilton, McLean, VA – 8AM – 5PM

Thursday, March 19, 2015 – Media Training and Luncheon Program, Bethesda, MD, 9:30AM – 2PM

More events will be published soon once our facilities have been confirmed!

Continued from previous page

We are also very excited to announce our 2nd annual FPA NCA Career Fair to be held on Friday, February 27th. It

was such a huge success last year that we had to move it to a larger space for 2015. This year the Career Fair will be

at the McLean Hilton in the Tyson’s Corner area. Register early as space is limited.

Last year we introduced a new monthly luncheon format that included two presentations with lunch and networking

time in-between. The format was very well received, and we will continue the approach in 2015. Our programs

committee has planned a spectacular schedule of luncheon speakers and topics for this year. Please visit our

Community Calendar for a list of upcoming events and add them to your calendar! And don’t forget about our

member-breakfast events, happy hours, and our Charity Golf Event on May 6th.

As always, we need your feedback and suggestions to help us make our programs even better. So please reach out to

us with your thoughts and ideas. The contact information for our Board of Directors is listed HERE. And please get

involved and volunteer for one of our committees. It is great way to make an impact and to build new relationships

with your colleagues.

I wish all of you a healthy and prosperous 2015.

Best Regards,

Ken Kenneth C. Robinson, CFP®

2015 FPA NCA President

[email protected]

http://www.fpanca.org/

http://www.fpanca.org/events/event_list.asp

http://fpanca.site-ym.com/events/event_list.asp

http://www.fpanca.org/?2015FPANCABoard

mailto:[email protected]




2015 Winter Educational Symposium Information

Now through January 7, 2015 – Members $325 – Non-Members $375

After January 7, 2015 – Members $375 – Non-Members $425

PRE-REGISTRATION REQUIRED – SEATING IS LIMITED

PAYMENT MUST BE RECEIVED IN ORDER TO CONFIRM REGISTRATION

Please note that no cancellations and/or refunds can be accepted after January 7, 2015. Cancellations received

prior to January 7, 2015 will be subject to a $100.00 cancellation fee. All refunds will be made in check form if

cancellation and/or over-payment meets the policy.

If you are attending the CFP Ethics Course, as well as the Symposium, TWO DIFFERENT REGISTRATION FORMS must be completed, one for each program, so that we plan appropriate materials. Thank you!

2 Ethics CFP, 2 Ethics CIMA and 2 MD and VA Ethics Insurance APPROVED! 6 CFP, 6 CIMA, 6 MD and 7

VA Insurance CE, APPROVED for the Additional Speakers throughout the day! CPA CPE Offered!

Meet Our Featured 2015 Winter Symposium Speaker: January 23, 2015, 6AM - 5:30PM - Dulles Hyatt, Herndon, VA

Kol Birke, SVP, Technology and Financial Behavior Specialist, Commonwealth Financial Network,

Presenting: The Elephant Whisperer

Featured Video on Presentation: https://www.youtube.com/watch?v=W3Ursr1bwmA&feature=youtu.be

Kol Birke, CFP®, SVP, Technology & Financial Behavior Specialist Kol has been with Commonwealth Financial Network since 1999. As Financial Behavior Specialist, he helps advisors

align their clients’ behavior with their goals. Kol has the CFP® certification. He received his BA in Economics from

Brandeis University and his Master of Applied Positive Psychology degree from the University of Pennsylvania. He

holds FINRA Series 7, 24, and 66 securities registrations, and is a sought after speaker for his knowledge and

experience on helping financial planners help their clients succeed.

The Elephant Whisperer Come find out why an elephant is the perfect analogy for the quirky brains we can’t escape but can find ways to

tame. Whether it’s moving in or out of the market at the wrong time or failing to get the insurance coverage they

need, clients often act against their best interests. To help combat this, we’ll arm you with cognitive and behavioral

research-based techniques for making financial planning more effective—helping clients hear your advice, make

better decisions, and ultimately take productive action towards their goals.

https://www.youtube.com/watch?v=W3Ursr1bwmA&feature=youtu.be

https://www.youtube.com/watch?v=W3Ursr1bwmA&feature=youtu.be



Amy Florian, CEO, Corgenius, Speaking on "Help! What Do I Say to a Grieving Client?" and a second

presentation on "Aging and Dementia"

Please take a sneak peak at Amy's style from the video on the Corgenius homepage.

We feature a can't-miss speaker at our January session. Amy Florian combines the best of neuroscience,

psychology, and business practice with a good dose of humor as she travels the country bringing her unique and

highly practical education to financial professionals. Here are a few tidbits to pique your interest:

From a broker-dealer CEO:

"Your combination of pure and honest life purpose, relatability, and passion on your topic…created one of the most

incredibly well-received keynote events we've ever had".

Doreen Weber

President and CEO of Fintegra Financial Solutions

The full text of Ms. Weber's letter to Amy is here From the editor of a financial services publishing group:

"So what to make of the fact that the highest rated speaker at IMCA’s 2014 annual conference was Amy Florian,

the CEO of Chicago-based Corgenius? Rather than discussing asset allocation or inverted yield curves, Florian

talks about death and dying, about dementia and Alzheimer’s. If you’ve heard Florian speak, you wouldn’t be

surprised at her high ratings, even though she speaks directly, sometimes toughly but always with a leavening pinch

of humor, about topics that too many of us would prefer to avoid…"

Worried about how to attract the next generation of clients? You could do much worse than to demonstrate to your

current clients’ children how valuable your services are, how you’re ready to go the extra mile for clients in the

most practical of ways..."

Jamie Green

Editorial Director at Summit Business Media, reporting in ThinkAdvisor From a financial advisor:

"I was actually able to apply the morning's lesson, that very afternoon…Thank you Amy for giving me real life

tools that were immediately useful to communicate to a grieving client so effectively!"

Stephen Foster, Advisor and 2014 Attendee, Houston, TX

Don't forget! You can get a sneak peak at Amy's style from the video on the Corgenius homepage.

http://www.corgenius.com/

http://www.corgenius.com/evidence/the-power-of-the-pen.aspx

http://www.corgenius.com/



Anirban Basu: General and Local Economic Update

Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm in Baltimore,

Maryland. Mr. Basu is among the most recognizable economists, in part because of his consulting work on behalf of

numerous clients, including prominent developers, bankers, brokerage houses, energy suppliers, law firms and

business associations. On behalf of government agencies and non-profit organizations, Mr. Basu has written several

high-profile economic development strategies, including co-authoring economic development strategies for

Baltimore City and Baltimore County, Maryland. Among other things, Anirban serves as the chief economist to

Associated Builders and Contractors (national) and as chief economic advisor to the Construction Financial

Management Association.

In recent years, he has also focused upon health economics, the economics of education and economic

development. He lectures at Johns Hopkins University in micro-, macro-, international and urban economics.

Mr. Basu earned his B.S. in Foreign Service at Georgetown University in 1990. He earned his Master’s in Public

Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the

University of Maryland, College Park. He earned his Juris Doctor at the University of MD School of Law in 2003.


Dennis Moseley-Williams: The Serious Shift

Dennis Moseley-Williams is an internationally known speaker and consultant to the financial services industry,

specializing in the areas of practice management, business development and experience delivery. Since 1997, his

primary business goal and passion has been to help advisors create sustainable, predictable, and process-driven

practices through the integrated application of effective communications strategies and best business practices.

Dennis speaks to Fortune 500 companies at national conferences and works on retainer with individual clients and

firms. He is founder of Dennis Moseley-Williams Strategic Consulting, an innovative practice management company

that helps organizations reach, connect with, and build sustainable positive relationships with their desired

communities. He is also the author of Serious Shift: How Experience Delivery Can Save Your Practice, a guide book

that examines how the experience economy can be adapted to the financial services industry.


FPA membership pays for itself. Use your benefits today.

>> Download your new FPA Member Discount Guide now.

Please tell your fellow FPA members about this guide so they can take advantage of

their discounts, too.

Don't Forget the Raffle Prizes at the Winter Symposium! January 23, 2015, 6AM - 5:30PM - Dulles Hyatt, Herndon, VA

Register NOW! SAVE $50 Before January 7th!

TWO Flat Panel 55" TVs and 2 $100 Gift Cards to be Raffled at the Symposium!* *TV model may vary depending on availability when shipped

http://fpa.informz.net/z/cjUucD9taT0zNTgwNjc2JnA9MSZ1PTgyNDM3MTkyOCZsaT0yMTA1Mzc3Nw/index.html

http://fpa.informz.net/z/cjUucD9taT0zNTgwNjc2JnA9MSZ1PTgyNDM3MTkyOCZsaT0yMTA1Mzc3Ng/index.html



David Polak: Globalization has Blurred Geographic

Boundaries for Investors

In an integrated world economy, traditional investment approaches that define geographic mandates based on a

company’s country of domicile are becoming less relevant. Most large- and mid-sized companies have some

combination of customers, suppliers and production lines in multiple countries. The country in which a company is

incorporated or has its headquarters provides little information about its potential success or future stock price.

Thus, the domicile approach to measuring geographic exposures — one of the primary building blocks of asset

allocation — increasingly is disconnected from the fundamentals that drive companies and portfolios.

David will discuss looking at companies’ and portfolios’ economic exposure, using revenues as a proxy, provides

better information than country of domicile. For financial advisors, plan sponsors and other investors who build

and analyze investment programs, measuring economic exposure should be part of a broader tool kit. It will help

them better understand the opportunities and risks embedded in portfolios and build investment programs aligned

with participants’ objectives.

David Polak is an equity investment specialist at Capital Group. He has 30 years of investment industry

experience and has been with Capital Group for eight years. Earlier in his career at Capital, David was a research

portfolio coordinator for several global equity portfolios. Prior to joining Capital, he was a managing director at

Deutsche Bank, where he managed a global equity hedge fund. He also served in a variety of marketing and

management positions within the equity division at UBS. He holds a bachelor’s degree in economics from

University College London graduating with honors. David is based in New York.

Don’t Forget Your Ethics Credits!

Ethics Course at No Charge for Members!

January 23, 2015 – Dulles Hyatt, Herndon, VA – 6:30AM – 8:30AM

Dan Candura: Ethical Challenges



Dr. Kathryn McCabe Votava: What Clients Don’t Know About Medicare

that Could Wreck Their Retirement

Dr. Votava is a registered professional nurse and has a PhD in health economics and nursing from the University

of Rochester in Rochester, New York. She completed a pre-doctoral fellowship in community and preventive

medicine at the University of Rochester and a post-doctoral fellowship at Harvard Medical School. Prior to

starting GOODCARE.com, Dr. Votava worked as the director of clinical specialties and education at Visiting

Nurse Service of Rochester and Monroe County, Inc.

With her in-depth experience as a nurse practitioner and healthcare administrator, Dr. Votava is an expert in

healthcare reimbursement and outcomes, including those related to Medicare, Medicaid and long-term care. A

major focus of Dr. Votava’s research is healthcare costs and outcomes for people during their retirement years, and

she has been published widely and spoken frequently on these topics.

Together with other healthcare experts in their respective fields, Dr. Votava and her staff work to develop

customized solutions to clients’ questions and solve their healthcare puzzles. In order to help more people get the

information they need about planning and paying for healthcare, in 2004 Votava created GOODCARE.com ®, an

online source for information, resources and free tools.

Dr. Votava will speak on the impact of Medicare in relation to retirement planning, as well as strategies to avoid

lifelong Medicare penalties. She will share ways to minimize the cost of Medicare while maximizing the coverage.

Find simple solutions to incorporate into retirement planning for your clients!

TAXATION INTERVIEW PROGRAM

Georgetown Law is again partnering with New York University School of Law to sponsor the nation's premier

recruitment program for graduate tax students, the Taxation Interview Program (TIP). TIP enables private and

public sector employers to interview, on one day (March 6, 2015) and in one place (Embassy Suites Hotel,

Washington, D.C.), current LL.M. in Taxation students from Georgetown Law and NYU Law. Georgetown Law

students pursuing a Certificate in Estate Planning, together with an LL.M. in Taxation, will also participate in TIP.

Since 2001, top law firms, government agencies, corporations, and major accounting firms from across the country

have participated in the Taxation Interview Program. Employers can pre-screen candidates for interviews, and they

can also participate in TIP through a resume collection option.

Georgetown Law cordially invites you and your organization to participate in TIP 2015. For further information

about TIP, please view the TIP brochure [http://www.law.georgetown.edu/academics/academic-programs/graduate-

programs/careers/recruitment/taxation-interview-program/upload/2015-TIP-Brochure-short.pdf] and visit the TIP

website [http://www.law.georgetown.edu/graduate/TIP]. Employer registration is available online and will remain

open until January 27, 2015.

http://www.law.georgetown.edu/academics/academic-programs/graduate-programs/careers/recruitment/taxation-interview-program/upload/2015-TIP-Brochure-short.pdf

http://www.law.georgetown.edu/academics/academic-programs/graduate-programs/careers/recruitment/taxation-interview-program/index.cfm

http://www.law.georgetown.edu/academics/academic-programs/graduate-programs/careers/recruitment/taxation-interview-program/index.cfm

http://www.law.georgetown.edu/graduate/TIP


Don’t Miss the Excitement of Congratulating Our Award Winners at the Symposium!

Howard Pressman and Eric Hess will Accept their Awards at the Winter Symposium!

Marjorie Fox will Accept her Award at the Spring Symposium Due to Another Conflict in January!

Be There to Congratulate Them on Their Accomplishments!








FPA National Capital Area Chapter’s Career Day

A Professional Development Program and Job Fair

Where: Hilton McLean Tyson’s Corner (7920 Jones Branch Drive, McLean, VA 22102)

When: Friday, February 23rd, 2015

Whom: Job and internship seekers, interviewing/hiring firms, financial planning program advisors, sponsors &

volunteers

What:

Career Day is a professional development event hosted by the National Capital Area chapter of the

Financial Planning Association. The event is aimed at all levels of financial planners – from those students just

beginning to take financial planning courses and seeking internships to learn more about the profession, to

seasoned professionals who run some of the most successful businesses around.

Students from nearby financial planning programs are invited to attend for a multitude of reasons: interview

with the leading firms in the area for internship and/or full-time positions; meet some of the movers and shakers in

the financial planning profession; meet young, NexGen members in the area and begin to build your professional

network of peers; hear NexGen members discuss and explain their transition from student to professional and all

the struggles and successes along the path; learn the best tips for success; and more!

Professionals are encouraged and invited to attend and can expect to be provided the opportunity to: meet

the next generation of financial planners and learn more about them and their excitement for the profession; learn

more about the financial planning programs nearby from the advisors who attend; network with your own

professional network of local financial planners; interview students and others seeking internships and/or full-time

employment; and more!

Advisors from these nearby colleges and universities are also invited to attend to spread the word about the

financial planning programs and educate those who may not be familiar with the school/program. It’s a great

opportunity to meet financial planners and get your school on their list. These planners are likely extremely

willing to meet your students and provide guidance, tips and advice; and maybe even attend a program meeting at

your school.

National Capital Area FPA members who are not currently hiring or interested in the Career Fair piece of

the day are invited to join us for a luncheon program – network, get to know the students, enjoy a delicious lunch

and listen to the invited speaker.

Questions? Contact the head of the Career Day Committee, Ginnie Baker ([email protected])



We Congratulate our FPA NCA Member Brenda Blisk!

Brenda Blisk honored as Stellar Woman of the Year

at Virginia Women’s Business Conference

Brenda Blisk, Certified Financial Planner™ and CEO of the Blisk Financial Group in McLean, was recognized as “Stellar

Woman of the Year” at the Virginia Women’s Business Conference. Blisk was presented the award on November 21 at the

National Conference Center in Leesburg before an audience of 535 women. She is the second woman to receive this award.

Linda Crill, author of Blind Curves, a breast cancer survivor book, was the first recipient.

Blisk was recognized for her business and charitable achievements over her 29 year career. She started her career in the

financial services industry in 1985. At that time, the financial industry was almost totally male dominated – with less than one

percent participation by women in management positions. Even today, the Certified Financial Planner Board of Standards

reports that only 23% of the nation’s 58,000 Certified Financial Planners® are women.

Blisk founded the Blisk Financial Group in 1997. In 2014, she was recognized by Barron’s as one of “America’s 1400 Top

Financial Advisors.” Similarly, she was recognized by Barron’s as one of “America's 1000 Top Financial Advisors” in 2009 –

2013 and as one of Barron’s “Top 100 Women Financial Advisors in the U.S” (2008, 2009 and 2010). Virginia Business

Magazine recognized her as one of the top 50 wealth advisors in Virginia in 2009 and 2010 and as one of the top 25 wealth

advisors in Virginia in 2012, 2013 and 2014.

Throughout her career, Blisk has donated a portion of her salary to charity. Over the past five years, she has raised more than

$400,000 (net) for the Red Cross in the National Capital Region through her annual “In the Bag” auction. The Red Cross in

the National Capital Region provides disaster relief across eight counties in the Washington, DC, area, including 250,000

meals monthly, 750 American Red Cross Volunteers at area hospitals and gives support to US and World Disasters. Last year,

88,810 people in the region were touched by Red Cross community services.

Planning for the auction has become a nine-month process involving approximately 12,000 volunteer hours from the 41-

person committee. Blisk puts in 225 hours each year on the event. In her three years as a member of the Red Cross Tiffany

Circle, Brenda has been instrumental in growing membership and in organizing and supporting a variety of events and service

projects.

Blisk’s achievements also include being featured as one of NOVA Exec magazine’s “Top Ten Women in Business" in 2011

and as one of five leading business women in Northern Virginia Magazine’s July 2012 issue.

Blisk has received numerous other awards and recognitions. In December 2009, she was inducted into Research Magazine’s

Advisor Hall of Fame. In the same year, she was featured as one of the 87 women executives in the “8th Annual Women

Worth Watching®” issue of Profiles in Diversity Journal.

Also in 2009, she was named one of Virginia Lawyer's Weekly's "Influential Women of Virginia", one of the Washington

Business Journal's “Women Who Mean Business”, and a recipient of Washington Smart CEO's Brava! Women Business

Achievement Award. In 2012, she was inducted into the Brava! Hall of Fame.


MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!

We are proud to announce FPA membership anniversaries for 2015!

Five Year Members

Howard R. Pressman, Kristen R. Lindhal, Richard Wax

Ten Year Members

Elizabeth Clough, Roy W. Werthmuller

Fifteen Year Members

Eric D. Hess, David B. Kaufman, Orestes V. West, Jason L. Williams, Edward M. Tilghman

Twenty Year Members

Walter R. Lincoln, Ted Halpern

Twenty Five Year Members

Delanne Conte

Thirty Year Members

Margaret M. Welch, Russell E. Strand, Herb Hopwood

Don’t Miss Our Latest News!

Please Visit Our Website Often for the Latest Updates!

Please make sure your Email is Current to receive our Email Announcements

about our Events!

Mark Your Calendar for our 2015 Schedule so You Won’t Miss Anything!




WELCOME DECEMBER NEW MEMBERS

Christopher Airey CFP® David Carter VZN Group 3018 Saratoga Dr

7901 Jones Branch Dr STE 800 Winchester, VA 22601

Mclean, VA 22102 Phone: (540) 303-3098

Phone: (703) 731-4402 Email: [email protected]

Email: [email protected]

Theodore Davis CFP® Jennifer Durrette

Ameriprise Financial D'Orazio & Associates, Inc.

4000 Legaton Road Suite 1100 7600 Leesburg Pike Suite 460 East

Fairfax, VA 22033 Falls Church, VA 22043

Phone: (703) 896-7956 Phone: (703) 269-3100

Email: [email protected] Email: [email protected]

John Hanson CFP® Josette Jaramillo

Wells Fargo Advisors, LLC Edelman Financial Services

5301 Wisconsin Ave NW Ste 400 4000 Legato Rd 9th Fl

Washington, DC 20015 Fairfax, VA 22033

Phone: (202) 364-1642 Phone: (888) 752-6742


Alan Kolnik CFP® Marc Mantelli CFP®, CPA

Ameriprise Financial Services, Inc. Mobility Financial Services Group LLC

6112 Oberlin Ave2726 Copper Creek Rd

Glen Echo, MD 20812 Oak Hill, VA 20171

Phone: (301) 263-8510 Phone: (703) 608-1088


Fridtjov Markussen CFP® Shane Marrone

AMJ Financial 18 Nostalgia Ln

720 Vista Ridge Dr NE Summit Point, WV 25446

Leesburg, VA 20176 Phone: (304) 279-9716

Phone: (703) 727-4433 Email: [email protected]

Email: [email protected]

Keith McCormack Rachel Podnos

5 Colonial Forge Rd 2201 42nd St NW Apt 201

Stafford, VA 22554 Washington, DC 20007

Phone: (540) 710-3117 Phone: (321) 505-7592


Mary Smart Gregory Street

Armstrong, Fleming & Moore, Inc. Pathfinders Personnal Planning

1850 M St NW Ste 250 341 S Fayette St

Washington, DC 20036 Alexandria, VA 22314

Phone: (202) 887-8135 Phone: (703) 888-0381


Jennifer Thomas George White

3300 E West Hwy 613 1824 Baldwin Dr

Hyattsville, MD 20782 McLean, VA 22101

Phone: (305) 281-9426 Phone: (703) 790-5476



















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 2015 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..

2015 PLATINUM SPONSORS

ADVISOR SHARES

Paul Doupe, 202-765-0921, [email protected]

ALTMAN & ASSOCIATES

Gary Altman, (301) 468-3220, [email protected]

AMERICAN CENTURY INVESTMENTS

Wes Kabance, 703-402-6371, [email protected]

FIDELITY INVESTMENTS

Jeff Kulik, 301-518-1316 and Russ Kubie, 617-279-3492

[email protected] and [email protected]







2015 PLATINUM SPONSORS CONTINUED

INVESCO

David Matheson, 202-510-2281, Andrew Lill, 610-431-7595 and John Davenport

[email protected], [email protected], [email protected]

SCHWAB ADVISOR SERVICES

Robert Ciullo, 703-506-8243, [email protected]

THORNBURG INVESTMENT MANAGEMENT

Dan Reilly, 877-215-1330, ext. 7299, [email protected]

2015 GOLD SPONSORS

ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK

Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367

[email protected] and [email protected]









2015 GOLD SPONSORS CONTINUED

AMERICAN FUNDS

Shakeel Barkat, Brian Casey, Srikanth Vemuri and Andrew Moscardini, 877-421-5334

[email protected], [email protected], [email protected], and

[email protected]

CATALYST FUNDS

Angele Ryan, 302-388-6900, [email protected]

COHEN AND STEERS

Ron Pucillo, [email protected]

1st PORTFOLIO

Will Gaines, 703-401-0241, [email protected]










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]

MORNINGSTAR

Max Temkin, 312-244-7549, [email protected]

MOTLEY FOOL FUNDS

Lenore Reiner, 703-254-1558, [email protected]

OSTERWEIS CAPITAL MANAGEMENT

Antoine Piron, 800-700-3316, [email protected]










PUTNAM INVESTMENTS

Brad Pheeney, 617-760-7206, [email protected]

TAMRO CAPITAL PARTNERS

Michael Sahakian, 703-740-1013, [email protected]

TRINET AMBROSE

Jon Biegel, 301-252-0603, [email protected]

VIRGINIA 529

Lori Bennett, 804-225-3421, [email protected]

WALTON INTERNATIONAL GROUP

Andrea Thoreson, 480-586-9243, [email protected]







2015 SILVER SPONSORS

BLACKROCK

Steve Degnan, 302-465-2030, [email protected]

CALVERT INVESTMENTS

Tacy Paul Roby, 301-951-4800, [email protected]

KAPLAN

Nick Sitzberger, 608-779-5599 Ext 2544, [email protected]

WESTPARK FINANCIAL

Deborah Stevens, 703-827-6861, [email protected] and

Jim Young, 301-922-1039, [email protected]

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 I. Edward Markley, CFP Jack May, CFP

Helen Modly, CFP, CPWA Edward O’Hara, CFP, EA Christine Parker, CFP

Michael J. Rebibo, CFP Judy L. Redpath, AIF, 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






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.

YEAR 2015: OFFICERS & DIRECTORS

PRESIDENT PRESIDENT-ELECT

Ken Robinson, CFP® 703-327-7384 Dan Lash, CFP® 703-356-4360

KCR Wealth Management VLP Financial Advisors x703

E-Mail Address: [email protected] E-Mail Address: [email protected] SECRETARY AND CHAIR OF CAPITOL HILL DAY TREASURER Howard Pressman, CFP® 703-506-0843 Bryan Beatty, CFP® 703-506-0843

Egan, Berger, Weiner, LLC Egan, Berger, Weiner, LLC

E-Mail Address: [email protected] E-Mail Address: [email protected]

CHAIRMAN

Helen Modly, CFP® 540-931-9051

Focus Wealth Management, Ltd.

E-Mail Address: [email protected]

BOARD OF DIRECTORS:

PROGRAMS CO-DIRECTORS PRO BONO Co-DIRECTORS

Tommie Monez, CFP® 540-931-9051 Kathleen Sindell, PhD 703-299-1700

Focus Wealth Management, Ltd. GCSR, Inc.


Melissa Sotudeh, CFP® 240-268-1000 Parker Trasborg, CFP® 703-425-0700

Halpern Financial CJM Wealth Advisers, Ltd

Email: [email protected] E-Mail Address: [email protected] SPONSORSHIP/MARKETING CO-DIRECTORS FACILITIES & SOCIAL EVENTS CO-DIRECTORS

Augie Zullo 703-871-1344 Joshua Halpern, CFP® 240-744-7125

Access National Mortgage Raymond James Financial Services Inc.


Chris Rivers, CFP® 202-887-8135 Rose Price, CFP® 703-356-4360

Armstrong, Fleming & Moore, Inc. VLP Financial Advisors

E-Mail Address: [email protected] E-Mail Address: [email protected] MEMBERSHIP CO-DIRECTORS NEXGEN CO-DIRECTORS

Patricia Ludwig 703-356-4360 Matt Davis 703-889-1104

VLP Financial Advisors FJY Financial

Email Address: [email protected] E-mail Address: [email protected]

Solon Vlasto, CFP® 703-356-4380 Lauren Grove 800-772-1887

Bernhardt Wealth Management Yeske Buie

Email Address: [email protected] E-mail Address: [email protected]

EXECUTIVE DIRECTOR PUBLIC RELATIONS DIRECTOR

Peggy Nelson 703-620-1712 Jon Yankee, CFP® 703-889-1104

FPA National Capital Area FJY Financial

E-mail Address: [email protected] E-mail Address: [email protected]




















FPA HeadlinesFPA National Capital Area Newsletter Page 2 January 2015 2015 FPA NCA EVENT SCHEDULE Details on our activities are published on our new web site at Friday, January 23,

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