The Newsletter of your local association
A Pinnacle Award Level Chapter
Recipient of FPA National’s Highest
Level Award for 9 Consecutive Years!
Volume 11, No. 10, October, 2010
Web address: www.fpanca.org
President’s Message Christine Parker, CFP®
Do One Thing – Join your colleagues around the county and volunteer on Oct. 23rd.
The Financial Planning Association (FPA) of the National Capital Area will host “D.C. Financial Planning Day,” a
free event that features financial planners volunteering their time to assist local residents in need via educational
programs and one-on-one counseling.
According to the recent joint press release, the event will be held at the Columbia Heights Educational Campus in
Washington, D.C., and will feature experts from the FPA NCA and highly qualified CERTIFIED FINANCIAL
PLANNER™ professionals, all volunteering their time and expertise to work with local residents one-on-one to
address important financial issues.
The event will also feature a series of classroom-style educational workshops addressing key personal finance topics,
including: Planning for Your Financial Goals, Investing Basics – 20 Tips for Becoming a Smart Investor, Real
World Retirement Planning, Young Professionals: Launching Your Financial Plan, and more.
D.C. Financial Planning Day is organized by the FPA NCA, in partnership with the government of the District of
Columbia and as part of the national Financial Planning Days initiative created by Certified Financial Planner Board
of Standards, FPA®, the Foundation for Financial Planning and the U.S. Conference of Mayors.
The collaboration is a first-of-its kind effort involving city governments and thousands of financial planners
nationwide united in an effort to provide free financial education and programming to communities throughout the
“The benefits (of volunteering) are plentiful, but it all comes down to the simple satisfaction of knowing that you
have donated your time and knowledge to help underserved members of your community empower themselves
financially. In light of the economic events that have greatly affected many in your community, there is no better time
than now to help enhance public awareness of the value of financial planning,” says Marv Tuttle, FPA,
Continued on Page 2
FPA National Capital Area Newsletter Page 1 October 2010
Continued from Page 1
Volunteer for D.C. Financial Planning Day today at: www.financialplanningdays.org/DC.
Thank you for being a valued member of the FPA of the National Capital Area Chapter, a preeminent organization for
financial planning professionals in the Washington, DC metropolitan area, including suburban Maryland and Northern
Christine Parker, CFP®
2010 President, FPA of the National Capital Area Chapter
The National Capital Area Chapter of the FPA invites you to join your colleagues in helping DC area residents experience the benefits
of financial planning. Participate in the DC Financial Planning Day on Saturday, October 23rd from 10:00 a.m. to 4:00 p.m. at the
Columbia Heights Educational Campus. The event is being organized as part of the national Financial Planning Days initiative in
partnership with City of DC, CFP Board, Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of
The Financial Planning Day concept is simple – financial planners will volunteer to meet one-on-one with consumers to offer
personalized financial planning information on a pro bono basis. The event will also feature financial planners presenting
educational workshops on key financial planning topics.
The benefits are plentiful – providing the public with the practical financial information they need and increasing recognition of the
value of financial planning in the DC community. At a time when many DC residents are struggling as a result of the recent
economic turmoil, we expect the Financial Planning Day to generate high levels of attendance and appreciation.
To register to volunteer at the event, please complete the online registration form: www.financialplanningdays.org/dcvolunteer
Participation will be open only to financial planners who either hold the CFP ® certification and/or are members of the Financial
Planning Association. Seats will be assigned on a first come first served basis.
A complimentary breakfast and lunch will be provided for volunteers, and free parking will be available.
Columbia Heights Educational Campus
3101 16th Street, NW
Washington, DC 20010
For more information about the DC Financial Planning Day, visit www.FinancialPlanningDays.org or contact us at
ProBono@fpanca.org or (703) 288-0500.
2010 FPA NCA Pro Bono Co-Director
FPA National Capital Area Newsletter Page 2 October 2010
PLEASE VOTE NOW!
Proposed 2011 Officers and Directors
The Proposed Board of Directors for 2011 is listed below. This Membership Announcement requests your approval
for the proposed slate. Please return your vote as soon as possible to PeggyNelson8@verizon.net. We need your vote
in written form for approval of our 2011 Board. Please include your name on your email when voting so that we have
a record of the members who voted. You may APPROVE the Proposed Slate; you may write-in candidates to the
Proposed Slate; or you may vote AGAINST the Proposed Slate (or portions thereof).
In addition, our membership meeting will be held on Thursday, December 9, 2010 at Clyde’s of Tysons Corner,
McLean, Virginia at approximately 11:30 a.m. This meeting will be prior to our monthly program scheduled for that
day. At this meeting, we will request your voice approval of our proposed slate. We will accept nominations from the
floor that day, as well. We notify our membership of the proposed Board and request votes from our membership in
written format, as well as at our Membership Meeting, in order to be assured of reaching a quorum of responses
necessary for approval and to follow the procedures outlined in our By-Laws. Thank you for your help in electing our
new 2011 Board of Directors.
2011 PROPOSED OFFICERS:
Christine Parker, CFP, Chair
Eric Hess, CFP, President
Rita Cheng, CFP, President-Elect
Ryan Fleming, CFP, Treasurer
Kevin Knull, CFP, Secretary
2011 PROPOSED DIRECTORS:
James Bogart, CFP, Programs Co-Director
Jeanie Harrell Schwarz, CFP, Programs Co-Director
Dan Lash, CFP, Career Development Co-Director
Josh Halpern, CFP, Career Development Co-Director
Chris Rivers, CFP, Mentoring and Social Networking Director
Augie Zullo, Sponsorships Co-Director
Continued on the next Page
FPA National Capital Area Newsletter Page 3 October 2010
Continued from the previous page
Rachael DeCosta-Martin, Sponsorships Co-Director
Mitchell Berlin, CFP, Facility Requirements & Social Events Director
Kathleen Sindell, PhD, Chapter Communications Director
Helen Modly, CFP, PR/Media Relations Co-Director
Tommie Monez, CFP, PR/Media Relations Co-Director
Bryan Beatty, CFP, Membership Co-Director
Cliff Cohen, Esq., Membership Co-Director
Tacy Paul Roby, CFP, Pro Bono Director
Howard Pressman, CFP, Government Relations Director
RECENT TAX REFORM RECOMMENDATIONS FROM PERAB
Howard Pressman, CFP
In response to the unprecedented economic events of 2008, President Barack Obama established the Economic
Recovery Advisory Board (PERAB). The 17 member board, which is made up of non-governmental experts is
charged with offering independent advice to the President as he formulates and implements his plans for an
economic recovery. On August 27, 2010, the Tax Reform subcommittee of PERAB submitted to the President
its report on Tax Reform.
While most concerned parties agree that the report offered little in the way of new ideas, there are some
recommendations that are of particular interest to planners. Suggestions of note are:
Consolidate or restructure current retirement plan offerings to facilitate enrollment by low- and
Modify capital gains treatment to either (1) convert the separate rates on capital gains into a 50-
percent exclusion or (2) replace the zero rate with a 5-percent rate for taxpayers in the 10- and 15-
percent tax brackets.
End or limit1031 like-kind exchanges, which allow the deferral of taxes on appreciated property. The
limitations could include separate sub-categories, for example, creating one category for developed
land and another for undeveloped land. Exchanges would not be allowed to cross over into other
Provide more stringent rules that partners, shareholders in S corporations, and members of limited
liability corporations to pay self-employment tax.
Suggestions were made to eliminate the AMT, however due to the costs associated with its repeal,
the recommendation was to continue with annual patches.
FPA National Capital Area Newsletter Page 4 October 2010
FPA ANNOUNCES HEART OF FINANCIAL PLANNING AWARD WINNERS
Eight people who have shown exceptional leadership in the field of financial planning will be honored as the Financial Planning
Association’s 2010 Heart of Financial Planning Award winners at the FPA annual conference in Denver in October.
The awards recognize individual professionals, financial planning firms, FPA chapters or organizations that contribute to the financial
planning community and the public. Recipients represent FPA's core values of competence, integrity, relationships and stewardship. The
following are this year’s recipients:
Don Blandin, president and CEO of the nonprofit Investor Protection Trust, is being recognized for his leadership in developing the “How
Can I Afford Retirement?” investor education program, as well as his close work with securities regulators, FPA chapters, and libraries
across the country.
Mark Clark is being honored for his commitment to teaching financial education and L.I.F.E. skills to youth through nonprofit agencies
and organizations in Northern California
Saundra Davis is receiving the award for providing high-quality pro bono financial planning to the working poor, and for volunteering
thousands of hours as a key leader for the FPA of San Francisco Pro Bono Committee.
Michael Kitces, CFP, is being recognized for his commitment to education in the financial planning industry and for his work as co-
founder of the FPA NexGen community of interest.
Keith Loveland is a practicing attorney in securities law and compliance and is being honored for his pro-bono and ethics work, and for
his work ensuring a client-centered, ethical financial planning process.
Brent Neiser, CFP, is receiving the award for his commitment to financial literacy to educate the public in all areas of personal finance.
He is director of strategic programs and alliances for the National Endowment for Financial Education.
Don Pitti, who died in December, received the award posthumously. He had dedicated years to helping advance the financial planning
profession and was one of the founding members of the International Association for Financial Planning, a predecessor organization of
Karin Price Mueller is a journalist who delivers financial planning information to the public through various media outlets. Mueller co-
authored financial literacy guides to educate immigrants and the underserved about how they can improve their financial situation in the
UPCOMING FPA NATIONAL CAPITAL AREA PROGRAMS
October 7 – Luncheon Program – McLean, VA
October 19 – Member Breakfast – Vienna, VA
November 16 – Member Breakfast – Bethesda, MD
November 18 – Professional Development Program – Vienna, VA
December 9 – Volunteer Appreciation Luncheon – McLean, VA
December 14 – Member Breakfast – Fairfax, VA
Please register for these programs on-line at www.fpanca.org. More details and events to be posted soon!
FPA National Capital Area Newsletter Page 5 October 2010
FPA National Capital Area Newsletter Page 6 October 2010
Rachelle Green of VCU and Donald Miller of MBC Training Centers
Bethesda, MD, September 16, 2010-Financial Planning Association Presents 2010 Scholarship Awards
Rachelle Green of VCU and Donald Miller of MBC Training Centers each received a $1,200 scholarship award from the
Financial Planning Association of the National Capital Area. FPA NCA is a local trade association with over 800 members who
are individuals and firms who promote the financial planning process. Ms. Green and Mr. Miller were selected by their respective
educational institutions to receive this award to continue their studies toward obtaining their Certified Financial Planner
The FPA NCA is a not-for-profit corporation whose members are individuals and firms who promote the financial planning
process. The FPA NCA provides a forum for education and career development for its members while adhering to the highest
ethical and professional standards. The FPA NCA’s mission statement is “to inspire members to come together as a financial
planning community to learn, grow, flourish and contribute to society”. It is the intent of the FPA NCA to award a tuition
scholarship to an undergraduate student at a university or college that offers a financial planning curriculum that satisfies the CFP
Board of Standard’s education requirement
The funds for this annual scholarship are raised by FPA NCA’s annual golf tournament.
Health Care Reform – What are You Advising Your Clients? Join us on October 7, 2010 at Clyde’s of Tyson’s Corner
Today’s economic climate has heightened financial worries for Americans. For many firms, health care costs are a major concern
and weigh heavily on the minds of many business owners and their employees. Business owners may be struggling with how to
strike a balance between affordable health care and the need to attract and retain quality employees. Employees are worried that
the new healthcare reform will have unintended consequences that negatively impact their fringe benefit packages.
Benefits expert, Tobin Seven, will share with us information about the current state of employee healthcare insurance benefits.
He will also review the new National Health Care Reform Law and how it will impact your clients. A timeline of events will be
given which will show what needs to be done---and by whom. Information you need!
Tobin Seven was a Major in the US Army Reserve and is a Benefits Broker with The Insurance Exchange. Tobin worked for a
number of government contractors for 20 years and headed up the IT departments for several local defense contractors. Tobin
specializes in working with companies in designing and negotiating ultra competitive fringe benefit programs for his many
government contractor and commercial clients ranging from employers with around 20 employees up to 500 employees
worldwide including several war risk countries. In addition to government contractors, Mr. Seven also has several large
technology, association, college and non-profit clients. Tobin is licensed in all 50 States and with all Insurance Carriers. Tobin
is an expert in finding cost competitive group Health, Dental, International, Long Term Care, Life, Disability, Voluntary, War
Risk and AD&D (accidental death and dismemberment) policies for government contractors.
Credits are Pending Approval for this Program
FPA National Capital Area Newsletter Page 7 October 2010
FPA National Capital Area Newsletter Page 8 October 2010
Calling All Coaches, Mentors, or Experienced Planners
with a little time to share their Best Business Ideas!
FPA National has formulated a coaching program at the National level, and some of our FPA NCA chapter
members have already registered for some coaching help. In addition, we have a chapter Mentoring Program, and
we are in need of mentors there, as well.
We are searching for Experienced or Veteran Planners who will give a little time or council to new planners! In
our community we have some new planners who are searching for coaching, mentoring, or business practice
advice. Your time commitment can be small to just lend a hand or large to volunteer on our committee…….
Please respond to this message if you would be willing to help out a little in this regard. Please respond as soon as
possible if you are able to help! Thank you for your support and for making a connection to others to help them
gain your valuable expertise!
The FPA NCA will continue a Mentorship Program, and would like to encourage anyone interested in either being
a mentor or wanting a mentor, to contact Joshua Halpern at Josh.Halpern@RaymondJames.com. We are hoping
that some of our more experienced members can help some of our new members with career and business
guidance. For more information, please contact Josh. Thank you!
Calling All Planners who are looking for Best Business Practices
FPA NCA has reached out to our members for valuable coaches, mentors and experienced planners to share their
wealth of knowledge on best business practices to fellow planners. We have had a very positive response from our
members in this regard.
Now, we are looking for you if you are in need of some coaching, mentoring or guidance on best business
practices. Your fellow planners have agreed to give a little time or council to our community planners! The time
involved in these coaching or mentoring situations may be small or large, depending on the availability of the
mentor, and depending on what you are looking for. Also, we would welcome your input and work to volunteer on
Please respond to this message as soon as possible if you would like to be considered for a mentee spot or would
be willing to help out our committee in other ways. Thank you for your support and for making a connection to
FPA National Capital Area Newsletter Page 9 October 2010
One Thing Leads to Another…Get involved and make a difference! If we all just did ONE THING, imagine the impact
we can have on shaping our profession!
Here are SOME Things….. What will your ONE thing be?
FPA Committees that would welcome YOU….
Charity Golf Event: Have fun, while you network with your fellow professionals and raise money for the
Foundation for Financial Planning.
Join the Golf Committee and help plan the May 6th event
Seeks Sponsors to support this charity event
Promote this event to members for participation
Come and enjoy a great day on the course
Consumer Awareness: Elevate public awareness; promote financial literacy.
Lead a basic investment workshop
Work with the schools on a Junior Achievement Program
Help Plan and Participate in Financial Planning Week at local events
Government Relations: Help shape legislation and the future of the profession.
Help Organize a Financial Planning Day at the State level.
Interact with legislators
Attend a hearing on advisor regulatory issues
Educate regulators of our services as a resource and counsel to the public
Member Communications: Sharpen your communication skills; engage members in FPA NCA events.
Contribute an article to the newsletter
Develop Announcements for chapter programs and events
Develop new ideas for our chapter web site
FPA National Capital Area Newsletter Page 10 October 2010
Membership: Increase Chapter membership.
Help plan a social event
Distribute membership information at the meetings
Make telephone calls to welcome new members
Make telephone calls to encourage members to renew
Help staff a CFP Exam luncheon for students
Attend a free Member Breakfast to learn more about our chapter
Survey Members to assess their satisfaction with our chapter
Partnerships: Create alliances with partners.
Draft a survey to evaluate partner satisfaction
Meet with partners in your office
Welcome partners who exhibit at our programs
Pro Bono: A call to action… give the gift of education through large-scale initiatives.
Assist military families
Volunteer for CAAB financial literacy programs
Help baby boomers plan for retirement in coordination with the DC Government
Volunteer for HIP to counsel single mothers on home ownership
Volunteer with the local school systems on financial literacy programs
Professional Development: Reach out to students, encourage new financial planning professionals, and assist senior
advisors in keeping their skills sharp.
Be the FPA NCA liaison to a local educational institution
Help coordinate a study group for students, beginners or experienced professionals
Assist in the planning of a Professional Development Program for our Chapter
Be a Mentor and mentor one new planner for three months
Programming: Infinite Possibilities: Integrating our Life and Profession with Education and Inspiration.
Suggest topics and speakers for educational programs
Help Build the Spring Symposium with our Sponsor Partners
Review and critique a potential speakers’ presentation in your area of expertise
Attend our educational programs on a regular basis
Be a Buddy at Meetings to foster community building
Invite a guest to a meeting to explore FPA
Public Relations: Enhance your visibility and be seen as a financial planning resource.
Answer finance-related queries from the press
Develop a relationship with your local newspaper editor
Attend free training in working with television, radio and print media on February 11
FPA National Capital Area Newsletter Page 11 October 2010
How can I start my One Thing?
Charity Golf Event
Mitchell G. Berlin, CFP®
Office Phone: 240-314-4301
E-Mail Address: Mitchell.G.Berlin@ampf.com
Helen Modly, CFP®
Office Phone: 540-687-3987
E-Mail Address: firstname.lastname@example.org
Government Relations Professional Development
Peggy Nelson Dan Lash, CFP®
Office Phone: 703-620-1712 Office Phone: 703-356-4360 x703
E-Mail Address: PeggyNelson8@verizon.net E-Mail Address: DLash@BruceVaughn.com
Kathleen Sindell, PhD
Member Communications Office Phone: 703-299-1700
Peggy Nelson E-Mail Address: KSindell@gcsr.com
Office Phone: 703-620-1712
E-Mail Address: PeggyNelson8@verizon.net
James E. Bogart, CFP®, ChFC Josh Halpern, CFP® ChFC, CLU
Office Phone: 703-356-0079 Office Phone: 240-744-7125
E-Mail Address: email@example.com E-Mail Address: Josh.Halpern@RaymondJames.com
Bryan Beatty, CFP®
Office Phone: 703-506-0843
E-Mail Address: firstname.lastname@example.org
Augie Zullo Ryan Fleming, CFP®
Office Phone: 703-871-1344 Office Phone: 202--887-8135, ext. 234
E-Mail Address: email@example.com E-Mail Address: RFleming@afmfa.com
Clifford M. Cohen, JD Jeanie Schwarz, CFP®
Office Phone: 202-895-2799 Office Phone: 703-734-4620
E-Mail Address: Cliff@capocohenlaw.com E-Mail Address: Jeanie.Schwarz@Harris-SBSB.com
Pro Bono Public Relations
Rachael DeCosta-Martin Helen Modly, CFP®
Office Phone: 301-951-4800 Office Phone: 540-687-3987
Email Address: Rachael.DeCosta@Calvert.com E-Mail Address: HModly@focus-wealth.com
Ken Robinson, CFP®
Office Phone: 703-288-0500
E-Mail Address: Robinson@themonitorgroup.com
FPA National Capital Area Newsletter Page 12 October 2010
Scholarships and Discounts for CFP Exam Review Courses
The Certified Financial Planner (CFP) designation has come to be widely considered as the definitive mark of
competency by individuals and financial professionals. Many sources encourage novice investors and clients to seek
professionals who have earned this credential. Not only will the material learned from the CFP course curriculum
increase a student's professional competence, but the prestige of holding the designation will likely increase his or her
The CFP Exam - What to Expect
For individuals who have completed the educational requirements to sit for the Certified Financial Planner (CFP)
exam, it will take on average at least 2,000-3,000 hours of study time to get through both the review coursework and
the CFP exam. The CFP Exam is 10 hours long, and is broken into one four-hour session on Friday. On Saturday there
are two three-hour sessions. Students answer 285 multiple-choice questions, which include two comprehensive case
studies. The case studies are designed to force students to apply the course material to "real life” situations. The CFP
exam is given three times per year, in March, July and November. Typically, 50-60 percent of the students taking the
CFP exam pass.
Strategies for Success – Enroll in a Review Course
There are many different strategies that students may employ to increase their chances of passing the CFP Exam. One
approach is to enroll in a review course. There are many review course providers. These courses are especially
valuable to students who are struggling with assimilating vast amounts of material from the coursework taken
completed some time ago.
Review course instructors often provide tips about how to reason through the case studies, setting-up calculator
problems, and how much time should be spent on specific test topics. Additionally, instructors will point out what will
probably be ignored on the CFP exam. There are many possible topics in the CFP Board test bank that will not be
tested or will be assigned very few questions. If students know which topics will fall into this category, they can use
their time and energy to concentrate on more important topics.
How the FPA Can Help – Review Course Scholarships and Discounts
CFP Exam review course providers Keir Educational Resources and the Dalton Review have the following
scholarships and special offers for FPA member:
Keir Educational Resources conducts a four-day intensive class for review of the CFP Certification Exam.
The retail value of a Keir class with materials is $925. Keir will award one scholarship in the amount of $925
to one applicant per FPA chapter per exam cycle in 2010. See Next Pages for Details
The Dalton Review for the CFP Certification Exam offers both traditional classroom review in Arlington and
an eReview, which is Live-Online. If students are in a certificate program, the Dalton Review will provide a
$145 discount. For any FPA member that enrolls in the Dalton Review, the Dalton Review will provide a $100
discount. See Next Pages for Details
If you have any questions or comments please do not hesitate to contact Kathleen Sindell at firstname.lastname@example.org
or Dan Lash at DLash@BruceVaughn.com
FPA National Capital Area Newsletter Page 13 October 2010
FPA National Capital Area Newsletter Page 14 October 2010
About The Dalton Review®
The Dalton Review® for the CFP exam offers both a traditional classroom review in Arlington and an eReview, which is Live-
Online. Some of the benefits of the review include:
Materials and questions written by former members of the CFP Board of Examiners.
The ability to attend both a classroom review and live online review, at no additional cost.
A guarantee that you will pass the exam, otherwise attend the review again for free.
For more information about The Dalton Review®, please visit their website at http://www.thedaltonreview.com or
call them at (877) 426-2373.
Here are the instructions for the Financial Planning Association promotional codes:
Discount for Financial Planning Association (FPA) Students in Certificate Programs
If students are in a certificate program, the Dalton Review will provide a $145 discount, which can offset the FPA
membership fee. The promotion code is fpastudent and should be entered when ordering online at
http://www.thedaltonreview.com or over the phone at (877) 426-2373. This code is to be used by students who are
looking to join the FPA only.
Discounts for Current FPA Members
For any FPA Member that enrolls in the Dalton Review®, the Dalton Review will provide a $100 discount. The
promotion code is fpamember and should be entered when ordering online at http://www.thedaltonreview.com or
over the phone at (877) 426-2373.
The Dalton Review® for the CFP® Certification Exam
The Dalton Review offers both traditional classroom review in Arlington and our eReview, which is live-online, to prepare
students for the CFP exam.
The Dalton Review was developed by former members of the CFP Board of Examiners.
The Dalton Review philosophy is to teach students the material most likely to be tested, so regardless of how a
question is asked, students will get it right.
Students are encouraged to attend both the traditional classroom review and watch the online review prior to taking
the exam, at no additional cost.
For more information about The Dalton Review®, please visit our website at http://www.thedaltonreview.com or call us at
FPA National Capital Area Newsletter Page 15 October 2010
Keir Success is offering money back when you pass the CFP Certification Exam the first time. For
anyone who orders at minimum Keir's Basic Review Package PLUS a Keir live or online class for the
November 2010 exam, Keir will reimburse you $100 when you pass the exam on the first attempt.
Contact Keir by calling 800-795-5347 or visit www.KeirFinancial.com. Be certain to mention
Promotion Code: 2XCASH
STUDY GROUPS RETURNING!
SIGN UP NOW!
BEGINNER: This practice management concentration group is designed to cover best practice and
operational topics. Members should have one to five-years of financial advisory services experience.
INTERMEDIATE: This Intermediate Group is ideal for RIA and CFP certificants. This Inter mediate Group
will focus on current and proposed rules and policies in financial planning, how they affect and effect
advisors in servicing clients. The group will meet bi-monthly and a future meeting will be scheduled upon
format of a core group. Please contact Bonnie Armstrong for additional information.
ADVANCED: This Advanced Group is ideal for CFP certificants, financial advisory firm principals or key
people of a financial planning firm. Individuals should have a minimum of 10-years of experience in
financial advisory services.
For further information on these Study Groups, please contact Bonnie Armstrong or Kathleen Sindell:
Bonnie J. Armstrong
Strong Practice Solutions
4041 Kimberley Glen Court
Chantilly, VA 20151
Office: (703) 378-2620
Direct: (703) 819-8545
Kathleen Sindell, PhD.
200 North Columbus Street
Alexandria, VA 22314
Fax # 703-299-6026
FPA National Capital Area Newsletter Page 16 October 2010
MEMBERSHIP HALL OF FAME
THANK YOU RENEWING MEMBERS!
We are proud to announce these FPA membership anniversaries
for December 2009 and January - September 2010!
Five Years Ten Years Twenty Years
Roy W. Werthmuller
John Bender Ann L. Sowder Gary Altman
William Dwenger Douglas Bowers Carl Nagel
Robert T. Ramos Mark Waldman Delanne Conte
Christine Parker Norma Graves James Q. Mullins
Kyle Meyer David Homza Christine D’Amato
James Joseph Joni Alt Paul Newton
Paul Sanchez Thomas H. Phillips Roger Merrick
Michael DeCristopher William H. McKee Eleanor Blayney
Craig Brimhall Trisha A. Miller Jarratt Bennett
David A. Goldner Robert S. Gaskins Bonnie Orleans
Kathleen E. Duffy Jennifer E. Myers Maria G. Cornelius
Katherine L. Alepa Stephanie A. Boccio Lauren I. Penn
Gail L. Waldman George R. Durham Stephan Q. Cassaday
Dennise A. Haymaker John B. Smith Majorie L. Fox
Ten Years Fifteen Years Twenty-Five Years
Frank C. Boucher Gordon J. Bernhardt Mary C. Ginn
Orestes V. West Tracey A. Baker Sheldon E. Sacks
Barry Korb Susan Hamilton Herb Hopwood
Eric Hess I. Edward Markley Russell Strand
Jason Williams John Harding Margaret Welch
Carl Trevisan Janice L. Henderson John H. Palmer
Gail Williams John D. Peterson Debra D. Greenblatt
Timothy Hoffman Mark E. Johannessen Linda V. English
David Kauffman Constance M. Miner Frank J. McGovern
Michael K. Creamer Mary Ellen Clark Richard Schoenfeld
Harvey L. Berger Michael P. Hepner
William J. Fahey
FPA National Capital Area Newsletter Page 17 October 2010
WE WELCOME THESE NEW MEMBERS
WHO JOINED OUR CHAPTER IN AUGUST 2010
Christopher J. Anastasio Ashley Collins
2776 S Arlington Mill Dr No 816 CJM Wealth Advisers, Ltd
Arlington, VA 22206 11320 Random Hills Road Suite 250
(917) 209-5681 Fairfax, VA 22030
Carlton Fitch, CFP® CFP® Charlotte Kuenen
Houlihan Financial Resource Group, Ltd 3461 Macomb St NW
11911 Freedom Drive Suite 580 Washington, DC 20016
Reston, VA 20190 email@example.com
Alan Samaha Stephen E. Thompson
1st Portfolio Inc 1302 Shaker Woods Rd
8300 Boone Blvd Suite 200 Herndon, VA 20170
Vienna, VA 22182 firstname.lastname@example.org
Michael Torrey Michael A. Treanor, Jr.
Capital Planning & Investments Armstrong, Fleming & Moore, Inc.
4084 University Drive Suite 101 1850 M St Ste 250
Fairfax, VA 22030 Washington, DC 20036
email@example.com (202) 887-8135
Thomas Welsh Sandra Wyatt
10803 Windcloud Ct Old Dominion Capital Management, Inc.
Oakton, VA 22124 1800 Diagonal Rd Ste 600
firstname.lastname@example.org Alexandria, VA 22314
FPA National Capital Area Newsletter Page 18 October 2010
MORE HAPPY HOUR EVENTS TO BE POSTED SOON!
PRESENTATION OF FUNDS RAISED FOR SUITED FOR CHANGE
TO BE PRESENTED AT OUR OCTOBER 7 LUNCHEON PROGRAM!
PLEASE JOIN US AS WE MAKE THIS CHARITY PRESENTATION!
SPONSORS HELP BUILD OUR PROGRAMS!
WE THANK OUR CORPORATE SPONSORS FOR THEIR 2010
2010 PREMIER SPONSORS
ACCESS NATIONAL MORTAGE
Augie Zullo and Michael Nester, 703-871-1344, Premier Sponsor
ARTIO GLOBAL MANAGEMENT
Carolyn Buntic, 212-297-3666
Rachael DeCosta-Martin, 800-368-2750, Premier Sponsor
Blake Cogbill, 202-487-7974, Premier Sponsor
FPA National Capital Area Newsletter Page 19 October 2010
WE THANK OUR CORPORATE SPONSORS FOR THEIR 2010
2010 PREFERRED SPONSORS
Amory Cockrell, 202-822-3214
Ned Sullivan, 267-438-0172
Brandon Marsh, 888-200-4710
Craig Arsenault, 202-615-6820
Steve Johnson, Jason Dwyer, and Zee Siekierski, 703-821-7055
PIONEER INVESTMENT FUNDS
Casey Dylan, 704-419-3107
Brad Pheeney, 202-557-4808
THORNBURG INVESTMENT MANAGEMENT
Dan Reilly, 877-215-1330, ext. 7299
WILSON/BENNETT CAPITAL MANAGEMENT- CARDINAL BANK
Brian Kennedy and Bill Mundy, 703-584-6006
FPA National Capital Area Newsletter Page 20 October 2010
WE THANK OUR CORPORATE SPONSORS
FOR THEIR 2010 PARTNERSHIPS
2010 GOLD SPONSORS
Shakeel Barkat, Srikanth Vemuri and Andrew Moscardini, 877-421-5334
Phil Simonides, 703-902-8970
Geremy Kawaller, 212-526-1253
DALTON EDUCATION, LLC
Carol Lee Roberts, 877-476-4145
Eugene Eignor, 703-266-8225
GUARDIAN INSURANCE AND ANNUITY COMPANY
Ken Silva, 804-360-0018
And RS FUNDS
Daniel Shoop, 804-874-0231
Sarah Lochner and Michael Cafiero, 201-942-8725
Scott Coleman, 866-502-5153
SPIRE INVESTMENT PARTNERS
Paul Murphy, 610-608-1093
Peter Dabowski, 202-741-5972 and Bob Yunger, 301-941-1856
FPA National Capital Area Newsletter Page 21 October 2010
YEAR 2010: OFFICERS & DIRECTORS Past Presidents
PRESIDENT Advisory Council (PPAC)
Christine Parker, CFP® 301-392-1010
Parker Financial, LLC Gary Altman, JD, CFP Alexandra Armstrong, CFP
PRESIDENT-ELECT Tracey A. Baker, CFP U. Calvin Brown, MST, CFP
Eric Hess, CFP® 703-442-7686 Glen J. Buco, CFP Jannet S. Carpien, CFP
Alpha Financial Advisors, LLC Stephan Q. Cassaday, CFP Nicolet V. Evans, CFP
TREASURER Marjorie L. Fox, JD, CFP Inga B. Frank, CFP
Rita Cheng, CFP® 301-320-1457 Arthur M. Gelman, JD Barry Glassman, CFP
Ameriprise Financial Services Clyde G. Hohenstein, CFP Mark E. Johannessen, CFP
SECRETARY Brian T. Jones, CFP Timothy W. Jones, CFP
Kevin Knull, CFP® 703-548-8557 Paul Juergensen, II, CFP Glenn G. Kautt, CFP, EA
Hartford Leaders I. Edward Markley, CFP Jack May, CFP
CHAIRMAN Edward O’Hara, CFP, EA Michael J. Rebibo, CFP
Brian Jones, CFP® 703-425-0700 Judy L. Redpath, AIF, CFP Sheldon E. Sacks, CFP
CJM Wealth Advisors, Ltd. Karen P. Schaeffer, CFP Dana G. Sippel, CFP
Victoria M. Trumbower, CPA Anne Uno, CFP, EA
BOARD OF DIRECTORS: Richard E. Vodra, JD, CFP Barbara A. Warner, CFP
PROGRAMS CO-DIRECTORS Marysue J. Wechsler, CFP
Ryan Fleming, CFP® 202-887-8135
Armstrong, Fleming and Moore, Inc. ext.234
Jean Schwarz, CFP® 703-734-4620
PROFESSIONAL DEVELOPMENT CO-DIRECTORS
Dan Lash, CFP® 703-356-4360
Financial Network x703
Kathleen Sindell, PhD 703-299-1700
James Bogart, CFP® 703-356-0079
RBC Wealth Management
Bryan Beatty, CFP® 703-506-0843
Egan, Berger, Weiner, LLC
Augie Zullo 703-871-1344
Access National Mortgage
Clifford Cohen, JD 202-895-2799
Capobianco & Cohen, LLP
Helen Modly, CFP® 540-687-3987
Focus Wealth Management, Ltd.
FACILITIES & SOCIAL EVENTS
Mitchell Berlin, CFP® 240-314-4301
Ameriprise Financial Advisors
PRO BONO CO-DIRECTORS
Rachael DeCosta-Martin 301-951-4800
Calvert Funds The Financial Planning Association is the owner of trademark, service mark
Ken Robinson, CFP® 703-288-0500 and collective membership mark rights in: FPA, FPA/Logo and FINANCIAL
The Monitor Group PLANNING ASSOCIATION. The marks may not be used without written
MENTORING PROGRAM DIRECTOR permission from the Financial Planning Association.
Joshua Halpern, CFP® 240-744-712
CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered
Raymond James Financial Network, Inc.
CFP (with flame logo) are certification marks owned by Certified Financial
Planner Board of Standards Inc. and are awarded to individuals who
Peggy Nelson 703-620-1712
successfully complete CFP Board's initial and ongoing certification
FPA National Capital Area
FPA National Capital Area Newsletter Page 22 October 2010