December 2013 Headline Newsletter

Transcription

A Pinnacle Award Level Chapter
Recipient of FPA National’s Highest
Level Award for 12 Consecutive Years!
Volume 14, No. 12, December, 2013
Web address: www.fpanca.org
FPA Headlines
The Newsletter of your local association
Ryan M. Fleming, CFP®
President’s Message
Happy holidays to everyone. Hope you enjoyed a great Thanksgiving, are enjoying this early Chanukah and are
looking forward to a festive Christmas. We wrap up our year long before New Year’s, so if we don’t see you at the
next event, we hope you end the year on a good note and are looking forward to seeing you next year.
Our December is typically not very outwardly busy – just a single luncheon. This year’s wrap-up lunch is Thursday,
December 12th at Maggiano’s in Tysons from 11 a.m. to 2 p.m. After that, we just work behind the scenes to
transition board committees, knowledge, and volunteers from one committee to another. We’re also finalizing plans
for the first few meetings of 2014.
This December’s lunch meeting, featuring local tax lawyer John Dedon presenting a “Year End Tax Planning
Update,” includes our annual election of the 2014 FPA-NCA board along with a big thank you to our volunteers –
this is also our volunteer appreciation day for the chapter. With that in mind, we are going to have volunteer signup posters at the event. NexGen members have indicated a desire to volunteer, and several will be coming to the event
just to sign up for FPA-NCA committees. We will also have a gift for each Attendee at this meeting to express our
appreciation for all that our members do to help our chapter, our pro bono events and our many activities throughout
the year.
And while we’re on my favorite topic – integrating the next generation of planners firmly into our chapter and our
businesses – we are thrilled to share some November news with you. The national FPA NexGen membership has
elected as its 2014 President-elect our own board member, Laurie Belew. Congratulations to Laurie! She takes her
role of inspiring the next generation of planners seriously, and has driven our chapter’s NexGen programs to be
among the best in the country. Laurie has encouraged the chapter to be both inclusive and supportive of NexGen’s
membership. She brought innovative ideas to our National Capital Area Board, including February’s Career Fair. We
look forward to seeing Laurie’s growth on the national stage.
Continued on Page Two
FPA National Capital Area Newsletter Page 1
December 2013
Continued from Page One
If you have not already, remember to register for our Winter Symposium by December 15 in order to receive the
early bird price for this terrific event. Our Chair, Rita Cheng, has lined up a great program for this event. Please see the
schedule for the day in this Newsletter. We anticipate that we will have 6 CE approved, plus our 2 CE for the Ethics
Course. Don’t miss your chance to knock out a great portion of your required credits, while still finding time to network
with colleagues and engage with our sponsors.
As mentioned above, we are excited to announce our inaugural Career Day on February 21, 2014. Look for the flyer
later in this newsletter (along with Peggy’s dozens of emails to come – I promise), and register early for this event.
Several chapters have been successful in integrating a career fair. We will have interviewing firms, job seekers seeking
full- and part-time employment and internships, and we will have a wonderful professional development program over
lunch with networking and speakers. You will not want to miss this day packed with opportunities! More importantly, it
is a chance for our chapter to establish something meaningful for the profession. Please consider coming out to
interview a CFP-candidate from one of the nearly two dozen programs we’ve reached out to.
Our 2014 calendar will be available soon. For the regulars, we look forward to seeing you each month. If you didn’t
attend an event in 2013, please try to join us for one event in 2014 – we would love to spend some time with you.
We wish you a wonderful holiday season and a happy, healthy and prosperous New Year! Thanks for taking a few
minutes to read this note. As always, if you have any questions, concerns, suggestions, or just want to say hi, please feel
free to reach out to me or any of my fellow board members. All of our contact info is on the last page of the newsletter,
every month, and our new Board info for 2014 will be posted in January. Looking forward to seeing you at one of our
events.
Best regards,
Ryan M. Fleming, CFP®
2013 President, FPA of the National Capital Area
UPCOMING FPA NATIONAL CAPITAL AREA PROGRAMS
Please see Program details in this Newsletter!
Thursday, December 12, 2013 – Member Luncheon, Maggiano’s Restaurant, McLean, VA
Friday, January 31, 2014 – Ethics Course – Dulles Hyatt, Herndon, VA
Friday, January 31, 2014 – Winter Symposium – Dulles Hyatt, Herndon, VA
Friday, February 21, 2014 – Career Day and Professional Development Program – Maggiano’s, McLean, VA
Please register for these programs on-line at www.fpanca.org. More details and events to be posted soon! Please check
our web site for complete details on our events!
December 2013
Member Luncheon Featuring
John Dedon of Oden, Feldman and Pittleman, PC
"Year End Tax Planning Update"
December 12, 2013 – Maggiano’s Restaurant, McLean, VA
Check in – 11:30AM – Program 12 – 2PM
Don't miss this great program!
2 CFP CEU, 2 CIMA CEU, 2 VA Insurance, 2 MD Insurance Approved! 2 CPA CPE Offered!
Members - $35 -- Non-Members - $55
John Dedon is a tax lawyer with a talent for explaining the complexities of tax law in lay terms. Working in the estate
planning, asset protection and business areas for almost 30 years, John helps clients preserve assets and plan for the
future with traditional planning tools, including Trusts (dynasty trusts, intentionally defective trusts, grantor retained
annuity trusts), LLC and partnership entities, and cutting edge concepts such as cryonic preservation trusts. John also
works extensively in the charitable area, creating public and private charities, remainder and lead trusts, Supporting
Organizations, and Churches.
John received an AV Rating, the highest rating given by Martindale-Hubbell® Peer Review Ratings™ for his legal
ability and general ethical standards. In November 2012, he was included among the Washington, D.C. area’s “Top
Money Advisers” in Washingtonian magazine’s "Guide to Financial Planning." John has been listed among Virginia
Business magazine’s “Legal Elite” five times for Taxes, Estates, and Trusts. He also was selected by his peers for
inclusion in The Best Lawyers in America® listing for Trusts and Estates in 2014.
John has been quoted extensively in newspapers throughout the country, including the Wall Street Journal,
Washington Post, and Chicago Tribune. He has written numerous articles for professional journals and publications
on tax issues and speaks on tax matters and wealth preservation issues for health care providers, certified public
accountants, lawyers, financial planners, and the public. He is also the author of the blog, Dedon on Estate Planning,
a regularly updated discussion of estate planning topics affecting Virginia residents and U.S. citizens.
FPA NCA Communities of Learning
FPA Connect, FPA’s new social platform allows members to share best practices and expertise. FPA NCA
recognizes that some members may be interested in study groups or “communities of learning” to further develop
their financial planning expertise in different topic areas. FPA NCA would like to encourage anyone who is
interested in either facilitating or joining a community of learning to email Rita Cheng at
[email protected]. Some suggested communities of learning are divorce planning, special
needs planning, planning for same sex couples, just to name a few. We are certainly open to additional suggestions
and ideas.
December 2013
PLEASE VOTE NOW! Proposed 2014 Officers and Directors
The Proposed Board of Directors for 2014 is listed below. This Membership Announcement requests your approval
for the proposed slate. Please return your vote as soon as possible to [email protected]. We need your vote
in written form for approval of our 2014 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 12, 2013 at Maggiano’s Restaurant 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 2014 Board of Directors.
2014 PROPOSED OFFICERS:
Ryan Fleming, CFP, Chair
Ken Robinson, CFP, President-Elect
Helen Modly, CFP, President
Dan Lash, CFP, Treasurer
Bryan Beatty, CFP, Secretary and Chair of Capitol Hill Day
2014 PROPOSED DIRECTORS:
Tommie Monez, CFP, Programs Co-Director
Jon Yankee, CFP, Programs Co-Director
Augie Zullo, Sponsorships Co-Director
Howard Pressman, CFP, Sponsorships Co-Director
Melissa Sotudeh, CFP, Facility Requirements & Social Events Co-Director
Josh Halpern, CFP, Facility Requirements & Social Events Co-Director
Tracey Baker, CFP, PR/Media Relations & Communications Director
Chris Rivers, CFP, Membership Co-Director
Patricia Ludwig, CFP, Membership Co-Director
Kathleen Sindell, PhD, Pro Bono Co-Director
Solon Vlasto, CFP, Pro Bono Co-Director
Parker Trasborg, CFP, Professional Development Director
Ilene Brostrom, CFP, Professional Development Director
Laurie Belew, CFP, NexGen Director
December 2013
FPA National Capital Area Presents:
The 2014 Winter Educational Symposium
Friday, January 31, 2014 – Dulles Hyatt, Herndon, VA
Time
Speaker
Please visit our Sponsors
Topic
6:00 - 6:45 am
Type
Ethics Check-in
6:45 - 8:45 am
Ethics
8:00 - 9:00 am
General Check-in
9:00 am
Opening
Remarks
Rita Cheng, CFP®
Symposium Chair
9:10 -10:00 am
Session 1
Carolyn McClanahan,
CFP®
Healthcare Reform
10:00 -10:50 am
Session 2
Bob Doll, Chief Equity
Strategist with Nuveen
Market Commentary
10:50 -11:20 am
Break
11:20 -12:10 pm
Session 3
12:10 - 1:10 pm
Lunch
1:10 - 1:30 pm
FPA National
Speaks
Dan Candura, CFP®
Ethics Training
Manish Malhorta & Wade
Pfau, CFA, PhD
An Efficient Frontier for
Retirement Income &
What Retirement income
Strategies Work
Michael Branham, CFP®
FPA Update
How behavioral Finance
affects client retirement
and investment portfolios
1:30 - 2:25 pm
Session 4
Carol Craigie, CFP®
2:25 - 3:00 pm
Break
3:00 - 4:00 pm
Session 5
Lori Epstein, JD
Continued on
Next Page
December 2013
Estate Planning for the
Modern Family
4:00 - 4:50 pm
Session 6
Kathleen Burns Kingsbury
4:50 - 5:00 pm
Closing Remarks
Helen Modly, CFP®
5:00 - 6:00 pm
Networking
Cocktail
Essential Skills for
Advising Women in
Couples
2 Ethics CFP CEU – and 2 CIMA CE
6 CFP CEU, 6 MD, 6 VA, 6 CIMA, 6 CPA CPE – Pending Approval
Register on line at www.fpanca.org
Early Bird Rate: $275 for Members - $325 for Non-Members until December 15, 2013
After December 15, 2013 – Members $325 – Non-Members $375 until January 10, 2014
After January 10, 2014 – 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 10, 2014.
Cancellations received prior to January 10, 2014 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
stated 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!
INTERNSHIP WHITEPAPER PUBLISHED BY JON YANKEE
Following our previous Career Development Programs, Jon Yankee has completed his whitepaper on
Implementing Internships. An article will be published in the October Financial Planning Magazine. To read
this article, please follow this link: http://bit.ly/r2hfxZ
Jon has offered this article as a resource to our chapter. This article link is also posted on our web site, and will
be distributed through other outlets, as well. Thank you, Jon, for sharing this resource!
December 2013
FPA NCA Receives National Recognitions for Outstanding Achievements
FPA National recognizes chapters that meet specified criteria of achievement through the Roadmap to Success. This
program contains two parts— Roadmap to Success and Outstanding Achievement Awards. The Roadmap to Success
is based on basic standards that have been identified as benchmarks of successful chapters. The Outstanding
Achievement Awards are selected from several chapter operational areas.
Outstanding Achievement Awards
FPA NCA Chapter Leaders submit an application of Outstanding Achievement Awards every year. Awards are
geared for chapters with over 250 members and chapters with under 250 members. This year FPA NCA received two
Outstanding Achievement Awards. In 2013 no other chapter received two of these nationally recognized awards.
2013 Outstanding Achievement Award for Membership
FPA NCA has three Outstanding member Awards which have become respected and somewhat coveted awards for
members. The award is the highest form of professional peer recognition in the chapter and members are truly
honored to be selected.
This program began in 2001 and nominations are open to all members. In late winter, the chapter begins to publicize
the nomination period in the online newsletter, at meetings and symposia and members are allowed to nominate and
vote for themselves or other members. A nominating committee is formed with the president-elect traditionally being
the chairperson and he or she recruits a blend of newer and older past presidents for the committee. The chapter has
developed three award categories:
1. Financial planner of the year
2. Norma Severns Award for Leadership (formerly Outstanding Service)
3. Life time Achievement Award
2013 Outstanding Achievement Award for Other
The second Outstanding Achievement Award was for the 20th anniversary of the Annual Charity Golf Event. This
year the chapter worked with the Foundation of Financial Planning (the Foundation) to capture best practices from
the golf event, so the Foundation could pass the best practices on to other chapters. The event raised $16, 275 for
charitable beneficiaries, which by leveraging the TD Ameritrade matching pledge to the Foundation, resulted in a
total charitable benefit of $29, 295. FPA NCA handled all duties related to the event, including sponsorship
requirements, and prospecting for and collecting sponsorships (both in dollars and gift and raffle items). The chapter
promotes the tournament and the Foundation via the chapter newsletter, blast emails, chapter website, chapter blog
posts, chapter social media accounts, and in-meeting reminders at chapter functions. The chapter has created a
sponsor acknowledgement pack to thank and promote those that assist with the tournament.
With the chapter’s assistance, the Foundation was able to create a manual for a Charity Golf event that can be shared
with other chapters striving to accomplish the same goal.
For additional information about these programs contact: Peggy Nelson, Chapter Executive 703-620-1712 or
[email protected].
December 2013
December 2013
TAXATION INTERVIEW PROGRAM 2014
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 7, 2014) 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 2014. If you are not involved
in hiring at your organization, please feel free to pass this message along to the hiring department. For further
information about TIP, please view the TIP brochure [http://www.law.georgetown.edu/academics/academicprograms/graduate-programs/careers/recruitment/taxation-interview-program/upload/TIP-2014-Brochure.pdf]
and visit the TIP website [http://www.law.georgetown.edu/graduate/TIP]. Employer registration is available
online and will remain open until January 29, 2014.
December 2013
WE WELCOME OUR OCTOBER AND NOVEMBER 2013 NEW MEMBERS!
Angelique Ayala
Manna Capital Management
6521 Arlington Blvd Suite 502
Falls Church, VA 22042
Phone: Email:
[email protected]
Victor Barcolleh
30 Thorton Hall Rd
Kearneysville, WV 25430-2865
Phone: Email: [email protected]
Kelly Campbell CFP®
Campbell Wealth Management
700 S Washington St Suite 220
Alexandria, VA 22314
Phone: (703) 535-5300 Email:
[email protected]
Todd Cole CFP®
Ameriprise Financial
6400 Goldsboro Rd Ste 550
Bethesda, MD 20817
Taylor Covey
PO Box 385
Shepherdstown, WV 25443
Phone: (304) 299-4882 Email:
[email protected]
Stephen Daly
1858 California St Apt 32
Washington, DC 20009
Dawn Doebler CFP®
Madison Wealth Management
101 Wirt St SW
Leesburg, VA 20175
Phone: Email:
[email protected]
Diane Dziedzic
2004 Annies Way
Vienna, VA 22182
Steven Donald
Spire Investment Partners, LLC
7918 Jones Branch Dr Suite 750
McLean, VA 22102
Robert Engel
344 Maple Ave W Ste 288
Vienna, VA 22180
Brian Gracia CFP®, ChFC®
BNY Mellon, NA
1250 H Street NW Suite 1100
Phone: (202) 624-7963 Email:
[email protected]
Charles Gray
1621 10th St S
Arlington, VA 22204
Michelle Harlow
2917 Bowers Rd
Kearneysville, WV 25430
Phone: (210) 842-2488 Email:
[email protected]
Atena Hashemoghli
1512D Summerchase Ct
Reston, VA 20194
Phone: Email:
[email protected]
December 2013
Star Henderson
3517 Slade Run Dr
Daniel Jackson
2144 University Station
Clemson, SC 20175
Grant Joiner
Charles Schwab
1845 K St NW
Akhtar Khan
36 Agora Ct Apt 100
Phone: (301) 237-7386 Email:
[email protected]
Brian Krawiec CFP®
130 Thurgood St
Gaithersburg, MD 20878
Edward Lara CFP®
Lara, May & Associates, LLC.
7600 Leesburg Pike Suite 120 East
Xin Li
2000 S Eads St Apt 1112
Arlington, VA 22202
Yinzhe Li
1400 S Joyce St Apt 519
Arlington, VA 22202
Beverly Luckett
14710 Briarley Place
Upper Marlboro, MD 20774
Adam Ludwick
54 Cheswick Dr
Martinsburg, WV 25403
Phone: (304) 283-2947 Email:
[email protected]
Jared Lund
Schaeffer Financial
4612 Great Oak Rd
Rockville, MD 20853
David McCormick-Goodhart CFP®
Triton Wealth Management, LLC
60 Market St Ste 207
Gaithersburg, MD 20878
John Modzelewski
313 N Greenbrier St
Arlington, VA 22203
Chris Paxson
79 Arbor Shade Dr
Inwood, WV 25428
Phone: (304) 268-6409 Email:
[email protected]
Howard Perlroth
Gartenhaus Financial
9210 Corporate Blvd Ste 370
Rockville, MD 20850
William Reuter
46049 Adams Ct
Lexington Park, MD 20653
December 2013
Michael Reyes
5933 Dungeness Lane
Alexandria, VA 22315
Phone: Email:
[email protected]
Norman Scherer
Scherer Financial Advisors
1718 Cody Dr
Silver Spring, MD 20902
Christopher Sewell
Chris Sewell Strategist LLC
14625 Baltimore Ave Ste 259
Laurel, MD 20707
James Steele CFP®
7317 Westerly Lane
McLean, VA 22101
Trenten Stemple
3970 Ridge Rd
Phone: (304) 820-4790 Email:
[email protected]
Biyu Wang
Arlington, VA 22202
Yimin Wang
1325 15th St NW Apt 400
Mark Woodward CFP®
Blue Ocean Partners, LLC
410 Pine St SE Ste 150
Vienna, VA 22180
Phone: Email:
[email protected]
Zi Yi
2111 Jefferson Davis Hwy 1108S
Arlington, VA 22202
Huiting Zhang
1400 S Joyce St
Arlington, VA 22202
Zhexi Zhu
Arlington, VA 22202
December 2013
MEMBERSHIP HALL OF FAME - THANK YOU RENEWING MEMBERS!
We are proud to announce FPA membership anniversaries for December 2012 - 2013!
Five Year Members
Melissa Sotudeh, Warren Schneeweis, Scott Hughes, Lily Poy, Daniel Trumbower, Christopher Allen, Russell
Robertson, Shannon Rowan, Larry Rosenthal, Carmen Martinez, W. Reid Howard, Illa Amerson, Chris Warner, David
Hainesworth, John Kovel, Todd Growney, Jason Dahl, Courtney Sweeney, James Gambaccini, Nathaniel Massey, Lyn
Dippel, David Edwards, Suzanne Grason, George Petrov, Debbie Parker, Susan Leonard, Brett Hoffman, Mitchell
Freedman, Tacy Paul Roby, Kenneth Coan, Debbie Gallant, Maureen Bigger, Frances Goldman, Taran Teague, Tess
Downing, Brett Friedman, Christine Martin, Gillian Curran, Ahmet Argon
Ten Year Members
Robert McCarty, Robert Tucker, Timothy Wesling, Jon Yankee, Daniel Joss, William Drums, Charles Evans,
Christiano Marchiori, Jeffrey Hamblen, David Taube, John Cermack, Carl Vail, Constance Dupras, John Williams,
Pamela Bergeson, Ted Schwab, David Carlson, Nicholas Serenyi, Julia Connell, Gary Ingram, Bryan Beatty, Patrick
Beagle, Dwayne Grady, Gary Howard
Fifteen Year Members
Melvin Brenner, John Dolan, William Calhoun, B. Curtis Smith, Maria Smith, Gerald Bauer, Bredna Blisk, Kimberly
Cox, Arthur Stein, Harold Wittman, Kenneth Watter, James Henderson, Steven Weisman, Archibald Hoxton, David
McKee, Virginia Morgan, Vijay Khetarpal, Barry Glassman, Frederic Flower, Beth Remick, Paul Bennett, Thomas
Byers, Richard Pinion, Mark Swartz, LeCount Davis, Michael Gilbert, Rick Cernohorsky, James Warring, Paul
Hartley, Michael P. Burns, Philip Huber, Diana Davis, Bonnie Berry, Wayne Zussman, Michael Egan
Twenty Year Members
Joseph D’Orazio, Michael Rebibo, Nabih Nabti, Delberta Thomson, Newton Pendleton, Marysue Wechsler, John
Jensen, John Scafone, Michael Tievy, Jerold Rosenberg, Marcy Kelly, U. Calvin Brown, John Finigan
Twenty Five Year Members
Ed O’Hara, Elissa Buie, Roger Griffith
Thirty Year Members
James Ruth, Glen Buco, Joel Stillman, Marilyn Petry, Kim McLeland, Debbie May, John Campbell, G. Joseph
Votava, Dennis Gurtz, Bruce Vaughn, Victoria Trumbower, Steve Bingham, Paul Yurachek, John Prokopchak,
Andrew Gross, Jerry Hanwell
Forty Year Members
Michael DeFazio, Sally Law, Jeffery Hahn, W. Tom Curtis
December 2013
FPA-National Capital Area Chapter December Entertainment Guide
This month, employees and members can also take advantage of discounts and entertainment access
to Monster Jam: New York (save 25%), Disney On Ice: 100 Years of Magic: New York (save up
to 25%), Cirque du Soleil: Nationwide (save up to 30%) and any of our other 190 events.
These offers are provided to you by FPA-National Capital Area Chapter.
Welcome to Plum Benefits – Great entertainment without breaking the bank.
Plum Benefits is an entertainment benefit provided to all members of FPANational Capital Area Chapter. We specialize in bringing exclusive discounts and
access to the hottest entertainment in the New York Tri-State area, as well as the
Philadelphia area, Orlando, Las Vegas and Washington, DC.
Whether you are looking for a night out with friends, fun for the whole family, or
planning a special evening with your co-workers, we'll save you time and money!
As an employee of FPA-National Capital Area Chapter, signing up is free and easy:
1. Visit www.plumbenefits.com/signup.
2. Use your corporate email address associated with FPA-National Capital
Area Chapter or use your corporate access code (Call 212.660.1888 for an
access code) and personal email address.
3. Read and follow the easy steps on our site, and once registered you can access
over 150 offers online for free.
Need help? Contact our knowledgeable customer service team at 212.660.1888
(Available M-F 9am-5pm EST) or [email protected].
December's Plum Favorite:
Newsies: Winter ticket special: Buy one, get one free - Tickets
only $73.50.
December 2013
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Years of Magic: NEW
YORK: Join your favorite
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George Balanchine's The
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December 2013
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December 2013
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Assistance
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Announcing a New FPA NCA Member Benefit…
Get Published in the FPA NCA Monthly E-Newsletter
Effective this month, the Financial Planning Association, National Capital Area (FPA NCA) welcomes original, advanced
papers on any aspect of financial planning, whether research-based or conceptual in nature. For an article to qualify for
submission the author must be an FPA NCA member. Members are limited to one published article per year. For more
information on submission procedures please see Author Guidelines. (FPA NCA Sponsor Partners may also submit articles
for our Newsletter, to be reviewed under Sponsorship Guidelines.)
The FPA NCA understands that many financial professionals are seeking new ways to communicate to others their financial
planning expertise. These financial planning experts are often gifted with unique insights that they want to share with others.
Publishing in the Financial Planning Association, National Capital Area Monthly E-Newsletter provides an important outlet
for FPA NCA members who want to hone their messages and make their organizations stand out from the crowd.
If you have any questions or comments about submitting your article, please do not hesitate to contact Kathleen Sindell,
Ph.D. at 703-299-1700 or send e-mail to [email protected].
Continued on next page
December 2013
Financial Planning Association, National Capital Area (FPA NCA)
Author Submission Guidelines for Monthly Newsletter
A New Member Benefit -Get Published!
The Financial Planning Association, National Capital Area (FPA NCA) welcomes original, advanced papers on any aspect
of financial planning, whether research-based or conceptual in nature. For an article to qualify for submission the author
must be an FPA NCA member. Members are limited to one published article per year. Article submission guidelines follow
and are based on the FPA National Web site procedures located at www.fpanet.org. (FPA NCA Sponsor Partners may also
submit articles for our Newsletter, to be reviewed under Sponsorship Guidelines.)
Composition Approach
Audience
Keep our readers—primarily experienced financial planning professionals—in mind as you write. Provide timely, practical
material that applies to, or will directly benefit, financial planners in their work. Take into account that your article is not an
advertisement for your firm or services. Assume the reader has a fundamental but not esoteric knowledge of the financial
services industry.
Style
Your writing style should be easy to read and follow, yet professional. Thoughts and concepts should be clearly presented
and easy to comprehend. Examples that illustrate key points are encouraged.
Organization
Stay focused on guiding the reader through the paper. State early its purpose, the material it will cover, and why that material
is important and useful to the reader. Clearly summarize the paper's premise and key findings or recommendations.
Objectivity
Content should be objective and avoid mentioning or promoting specific financial products or services. Any statements or
assertions should be supported by sufficient research and data.
Research
Academic research in financial planning should have a direct and demonstrable application or benefit for financial planners.
All research should be readily accessible by editorial staff, review board members and readers.
Length
Manuscripts should run approximately 1-2 pages.
Continued on Next Page
December 2013
Continued from Previous Page
Format
Your name, mailing address, e-mail address, phone number, and a brief biography should be on the cover page. For blindreview purposes, the second page should consist of the title and an executive summary of no more than 250 words, but not
your name.
Executive Summary
The executive summary, ideally in a bulleted list, should tell readers what they can expect from reading your paper, including
all major points and broad conclusions. Do not attempt to sell the reader on the merits of the article. Include information such
as whether your article is a primer, for the experienced planner, or for planners at any level and highlight any specific
opportunities for practical application of your data.
Infographics
Infographics—tables, drawings, graphs, charts, or other visual support material—should not be excessive in length or in
number.
Endnotes/References
The FPA NCA uses an author/date system. While there are too many variations based on the variety of sources to cover here,
these are our basic formats for articles and books:
 Articles: Last Name, First Name [subsequent authors are First Name, Last Name]. Year. "Article Title." Publication
Title 1 [volume], 2 [issue] (Month or Season, if available): 22–32 [page numbers].
 Books: Last Name, First Name [subsequent authors are First Name, Last Name]. Year. Book Title. 4th ed. City:
Publisher.
Screening & Review
Initial Screening
The Communications Committee first screens manuscripts for appropriateness and quality, and may suggest revisions before
sending a manuscript for blind peer review. Authors are notified of the editorial staff's decision.
Peer Review
Articles with merit will be reviewed by the FPA NCA Communications Committee. The initial screening and peer-review
process takes six to eight weeks. You will be notified as soon as we have heard from all of our reviewers.
Once we have received all manuscript reviews, you will receive a letter notifying you of next steps—publish, revise, reject—
for your manuscript, along with copies of the reviewers' evaluations.
While your manuscript is in the review process, we ask that you do not submit it to any other publication for consideration.
The FPA NCA will not publish any articles that have been accepted or printed by other publications.
Submissions
Electronic
Send your completed manuscript or article ideas, preferably as a Microsoft Word file, to Kathleen Sindell at
[email protected] or [email protected]. We acknowledge receipt of all content.
Payment
Authors receive no remuneration or reimbursement for any expenses incurred in conjunction with the preparation of articles
published on the FPA National Capital Area Web site.
In Conclusion
If you have any questions or comments about please do not hesitate to contact Kathleen Sindell, Ph.D. at 703-299-1700 or
send e-mail to [email protected]
December 2013
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
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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.
Continued on next page
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.
MENTORSHIP PROGRAM CHANGES
FPA National has recently launched the Mentor Match program. This is a six-month mentorship program,
which consist of structured activities and supporting materials.
Six-Month Program benefits/highlights:
 A supportive environment which provides guidance to both mentees and mentors on how to create a
successful relationship.
 A clear start and end date, which provides clarity around the duration of mentor-mentee engagement.
 Kick-off call where expectations can be set and mentees are coached on how to set their goals for the
engagement.
 A Program “check-in call” around 2 months in to share best practices and ideas.
 Wrap-up call to celebrate successes.
This national program will replace our local mentorship program, and we encourage our chapter members to
get involved. For more information and to sign up, please go to http://connect.fpanet.org/aboutmentormatch.
FPA National Capital Area Newsletter
Page 21
December 2013
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 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
Page 22
December 2013
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
Page 23
December 2013
Questions... Comments...
How can I start my One Thing?
Charity Golf Event
Chris Rivers, CFP® and Michael Nester
E-Mail Address: [email protected]
Government Relations
Josh Halpern, CFP® ChFC, CLU
Mentoring and NEXGEN
Laurie Belew, CFP®
Email Address: [email protected]
Membership
Jon Yankee, CFP® and Jeff Kulik
E-Mail Address: [email protected] or [email protected]
Partnerships
Mitch Berlin, CFP® or Ken Robinson, CFP®
E-Mail Address: [email protected] or
[email protected]
Programming
Kathleen Sindell, PhD and Bryan Beatty, CFP®
E-Mail Address: [email protected] or
[email protected]
Pro Bono
Public Relations and Media Relations
Tacy Paul Roby , CFP® and Tommie Monez, CFP®
Email Address: [email protected] or
[email protected]
Tracey Baker, CFP®
Career Development Programs
Howard Pressman, CFP® and Parker Trasborg, CFP®
Email Address: [email protected] or [email protected]
Page 24
December 2013
2013 PREMIER SPONSORS
ACCESS NATIONAL MORTAGE and ACCESS NATIONAL BANK
Augie Zullo, 703-871-1344 and David Linthicum, 703-871-7367
[email protected] and [email protected]
CALVERT INVESTMENTS
Tacy Paul Roby, 301-951-4800, [email protected]
DUNDEEWEALTH
Michael Berish, 610-854-0944, [email protected]
FIDELITY INVESTMENTS
Jeff Kulik, 301-518-1316 and Russ Kubie, 617-279-3492
PUTNAM INVESTMENTS
Brad Pheeney, 617-760-7206, [email protected]
Page 25
December 2013
2013 PREFERRED SPONSORS
ABERDEEN ASSET MANAGEMENT INC.
Christopher McDevitt, 212-776-9018, [email protected]
AMERICAN CENTURY INVESTMENTS
Wes Kabance, 703-402-6371, [email protected]
AMERICAN FUNDS
Shakeel Barkat, Srikanth Vemuri and Andrew Moscardini, 877-421-5334
[email protected], [email protected], and [email protected]
COLUMBIA MANAGEMENT
Jim Fisher, 571-217-0057, and Michael Lynn, 301-437-3141
1st PORTFOLIO
Will Gaines, 703-401-0241, [email protected]
Page 26
December 2013
FOUNDERS FINANCIAL, INC.
Jim DeCarlo, 888-523-1162, [email protected]
INVESCO
David Matheson, 202-510-2281, and Andrew Lill, 610-431-7595
IVY FUNDS
Brian Salcetti, 301-801-6704 and Mike Frank, 410-279-4554,
and Eugene Eignor, 703-266-8225
[email protected] and [email protected] and [email protected]
PIONEER INVESTMENTS
Garrett Pierce, 617-849-2371, [email protected] and
Michael Mills, 804-869-6013, [email protected] and
Nick Luise, 617-422-4763, [email protected]
Page 27
December 2013
SCHWAB ADVISOR SERVICES
Robert Ciullo, 703-506-8243, [email protected]
THORNBURG INVESTMENT MANAGEMENT
Dan Reilly, 877-215-1330, ext. 7299, [email protected]
VIRGINIA 529
Lori Bennett, 804-225-3421, [email protected]
2013 GOLD SPONSORS
ARTISAN FUNDS
David Fox, 800-454-1770, [email protected]
Page 28
December 2013
BLACKROCK
Vivian Tsai, 415-670-4724 and Robert Faulkner
Kevin Tiernan and Stephen Degnan
Kevin. [email protected] and [email protected]
CMG CAPITAL MANAGEMENT GROUP, INC.
Michael Sciortino, 610-989-9090, ext.122, [email protected]
Joe Yoon, [email protected]
COLE REAL ESTATE INVESTMENTS
Brian Mackin, [email protected]
FLEX SHARES
Lori Missig, 732-492-7266, [email protected]
JOHN HANCOCK MUTUTAL FUNDS
Daniel Cohen, 240-643-4571, [email protected] and
Kevin O’Regan, [email protected]
Page 29
December 2013
LORD ABBETT
Britton Busby, 201-827-2666, [email protected]
SECURITY BENEFIT
Todd Nelson, 919-576-4198, [email protected]
TAMRO CAPITAL PARTNERS
Michael Sahakian, 703-740-1013, [email protected]
WILMINGTON TRUST
Joe Mondell, 443-721-6427, [email protected]
Page 30
December 2013
2013 SILVER SPONSORS
ALTMAN & ASSOCIATES
Gary Altman, (301) 468-3220, [email protected]
BELMAN KLEIN ASSOCIATES, LTD.
David Prensky and Adele Zilber, (410) 730-8242 x102, [email protected]
LIBERTY HOME EQUITY
Joseph Howard, 301-312-1963, [email protected]
KAPLAN
NICK SITZBERGER, 608-779-5599 Ext 2544, [email protected]
TD AMERITRADE
Raymond Adams, 804-364-2523, [email protected]
Page 31
December 2013
YEAR 2013: OFFICERS & DIRECTORS
PRESIDENT
Ryan Fleming, CFP®
Armstrong, Fleming and Moore, Inc.
SECRETARY
Dan Lash, CFP®
Financial Network
CHAIRMAN
Rita Cheng, CFP®
Ameriprise Financial Services
PRESIDENT-ELECT
Helen Modly, CFP®
Focus Wealth Management, Ltd.
TREASURER
Ken Robinson, CFP®
Bernhardt Wealth Management
202-887-8135
ext.232
703-356-4360
x703
540-931-9051
703-356-4380
301-320-1457
BOARD OF DIRECTORS:
PROGRAMS CO-DIRECTORS
Kathleen Sindell, PhD
703-299-1700
GCSR,Inc
Bryan Beatty, CFP®
703-506-0843
Egan, Berger, Weiner, LLC
GOVERNMENT RELATIONS DIRECTOR
Joshua Halpern, CFP®
240-744-7125
Raymond James Financial Network, Inc
MEMBERSHIP CO-DIRECTORS
Jon Yankee, CFP®
703-889-1104
Fox, Joss & Yankee, LLC.
Jeff Kulik
301-518-1316
Fidelity Investments
PUBLIC RELATIONS DIRECTOR
Tracey Baker, CFP®
CJM Wealth Advisers, Ltd.
DIRECTOR AT LARGE
Augie Zullo
Access National Mortgage
PRO BONO CO-DIRECTORS
Tacy Paul Roby, CFP®
Calvert Funds
Tommie Monez, CFP®
Focus Wealth Management, Ltd..
PROFESSIONAL DEVELOPMENT CO-DIRECTORS
Howard Pressman, CFP®
703-506-0843
Egan, Berger, Weiner, LLC
Parker Trasborg, CFP®
703-425-0700
CJM Wealth Advisers, Ltd.
SPONSORSHIP/MARKETING DIRECTOR
Mitchell Berlin, CFP®
301-263-8508
Ameriprise Financial Advisors
NEX GEN LIAISON and MENTORING DIRECTOR
Laurie Belew, CFP®
703-889-1111
Fox, Joss & Yankee, LLC.
FACILITIES & SOCIAL EVENTS DIRECTOR
Chris Rivers, CFP®
202-887-8135
Armstrong, Fleming & Moore, Inc
EXECUTIVE DIRECTOR
Peggy Nelson
703-620-1712
FPA National Capital Area
ADMIN ASST
Ellen Ayeri
703-425-0700
703-871-1344
301-951-4800
540-931-9051
Past Presidents
Advisory Council (PPAC)
Gary Altman, JD, CFP
Tracey A. Baker, CFP
Glen J. Buco, CFP
Jannet S. Carpien, CFP
Rita Cheng, CFP
Marjorie L. Fox, JD, CFP
Arthur M. Gelman, JD
Eric Hess, CFP
Mark E. Johannessen, CFP
Timothy W. Jones, CFP
Glenn G. Kautt, CFP, EA
Jack May, CFP
Christine Parker, CFP
Judy L. Redpath, AIF, CFP
Karen P. Schaeffer, CFP
Victoria M. Trumbower,CPA
Richard E. Vodra, JD, CFP
Marysue J. Wechsler, CFP
Alexandra Armstrong, CFP
U. Calvin Brown, MST, CFP
Elissa Buie, CFP
Stephan Q. Cassaday, CFP
Nicolet V. Evans, CFP
Inga B. Frank, CFP
Barry Glassman, CFP
Clyde G. Hohenstein, CFP
Brian T. Jones, CFP
Paul Juergensen, II, CFP
I. Edward Markley, CFP
Edward O’Hara, CFP, EA
Michael J. Rebibo, CFP
Sheldon E. Sacks, CFP
Dana G. Sippel, CFP
Anne Uno, CFP, EA
Barbara A. Warner, CFP
Page 32
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.
December 2013

December 2013 Headline Newsletter

Transcription

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