FPA Headlines - Financial Planning Association - National Capital

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 

FPA Headlines 

The Newsletter of your local association 

President’s Message Christine Parker, CFP® 

Dear Colleagues, 

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 

United States. 

“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, 

CEO/Executive Director. 

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 

Virginia. 

Sincerely, 

Christine Parker, CFP® 

2010 President, FPA of the National Capital Area Chapter 

Dear Colleague, 

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 23 rd 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 

Mayors. 

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. 

Event Location: 

Columbia Heights Educational Campus 

3101 16 th 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. 

Best Regards, 

Ken Robinson 

2010 FPA NCA Pro Bono Co-Director 


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. 

Continued on the next Page 

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 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 

middle-income taxpayers. 

Modify capital gains treatment to either (1) convert the separate rates on capital gains into a 50percent 

exclusion or (2) replace the zero rate with a 5-percent rate for taxpayers in the 10- and 15percent 

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 

categories. 

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 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 cofounder 

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 

FPA. 

Karin Price Mueller is a journalist who delivers financial planning information to the public through various media outlets. Mueller coauthored 

financial literacy guides to educate immigrants and the underserved about how they can improve their financial situation in the 

U.S. 

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! 



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 

designation. 

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 



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! 

Mentorship Program 

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 

our committee……. 

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 

others! 


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! 

FPA Committees that would welcome YOU…. 

Here are SOME Things….. What will your ONE thing be? 

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 6 th 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 


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 


Charity Golf Event 

Mitchell G. Berlin, CFP® 

Office Phone: 240-314-4301 

E-Mail Address: Mitchell.G.Berlin@ampf.com 

Consumer Awareness 

Helen Modly, CFP® 


E-Mail Address: hmodly@focus-wealth.com 

Questions... Comments... 

How can I start my One Thing? 

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 


E-Mail Address: PeggyNelson8@verizon.net 

Membership Mentoring 

James E. Bogart, CFP®, ChFC Josh Halpern, CFP® ChFC, CLU 

Office Phone: 703-356-0079 Office Phone: 240-744-7125 

E-Mail Address: james.bogart@rbc.com E-Mail Address: Josh.Halpern@RaymondJames.com 

Bryan Beatty, CFP® 


E-Mail Address: bbeatty@ebwllc.com 

Partnerships Programming 

Augie Zullo Ryan Fleming, CFP® 

Office Phone: 703-871-1344 Office Phone: 202--887-8135, ext. 234 

E-Mail Address: azullo@accessnational.com E-Mail Address: RFleming@afmfa.com 

Clifford M. Cohen, JD Jeanie Schwarz, CFP® 


E-Mail Address: Cliff@capocohenlaw.com E-Mail Address: Jeanie.Schwarz@Harris-SBSB.com 

Pro Bono Public Relations 

Rachael DeCosta-Martin Helen Modly, CFP® 


Email Address: Rachael.DeCosta@Calvert.com E-Mail Address: HModly@focus-wealth.com 

Ken Robinson, CFP® 


E-Mail Address: Robinson@themonitorgroup.com 


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 

business. 

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 ksindell@gcsr.com 

or Dan Lash at DLash@BruceVaughn.com 



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 

(877) 426-2373. 


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 

E-mail: bonzroc@gmail.com 

Kathleen Sindell, PhD. 

GCSR, Inc. 

200 North Columbus Street 

Alexandria, VA 22314 

Office: 703-299-1700 

Fax # 703-299-6026 

E-Mail: ksindell@gcsr.com 


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 

Roy W. Werthmuller 

John Bender 

William Dwenger 

Robert T. Ramos 

Christine Parker 

Kyle Meyer 

James Joseph 

Paul Sanchez 

Michael DeCristopher 

Craig Brimhall 

David A. Goldner 

Kathleen E. Duffy 

Katherine L. Alepa 

Gail L. Waldman 

Dennise A. Haymaker 

Colette Kolanko 

Christopher Rivers 

Ten Years 

Frank C. Boucher 

Orestes V. West 

Barry Korb 

Eric Hess 

Jason Williams 

Carl Trevisan 

Gail Williams 

Timothy Hoffman 

David Kauffman 

Michael K. Creamer 

Harvey L. Berger 

Ten Years 

Ann L. Sowder 

Douglas Bowers 

Mark Waldman 

Norma Graves 

David Homza 

Joni Alt 

Thomas H. Phillips 

William H. McKee 

Trisha A. Miller 

Robert S. Gaskins 

Jennifer E. Myers 

Stephanie A. Boccio 

George R. Durham 

John B. Smith 

Fifteen Years 

Gordon J. Bernhardt 

Tracey A. Baker 

Susan Hamilton 

I. Edward Markley 

John Harding 

Janice L. Henderson 

John D. Peterson 

Mark E. Johannessen 

Constance M. Miner 

Mary Ellen Clark 

Michael P. Hepner 

Twenty Years 

Gary Altman 

Carl Nagel 

Delanne Conte 

James Q. Mullins 

Christine D’Amato 

Paul Newton 

Roger Merrick 

Eleanor Blayney 

Jarratt Bennett 

Bonnie Orleans 

Maria G. Cornelius 

Lauren I. Penn 

Stephan Q. Cassaday 

Majorie L. Fox 

Twenty-Five Years 

Mary C. Ginn 

Sheldon E. Sacks 

Herb Hopwood 

Russell Strand 

Margaret Welch 

John H. Palmer 

Debra D. Greenblatt 

Linda V. English 

Frank J. McGovern 

Richard Schoenfeld 

Thirty Years 

William J. Fahey 


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 

christopher.anastasio@gmail.com ashleycollind849@gmail.com 

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 ckuenen@gmail.com 

(703) 796-0800 

carlton@houlihanfinancial.com 

Alan Samaha Stephen E. Thompson 

1st Portfolio Inc 1302 Shaker Woods Rd 

8300 Boone Blvd Suite 200 Herndon, VA 20170 

Vienna, VA 22182 stevethompsonva@verizon.net 

(703) 991-8534 

asamaha@1stportfolioinc.com 

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 

mtorrey@capitalplanningdirect.com (202) 887-8135 

mtreanor@afmfa.com 

Thomas Welsh Sandra Wyatt 

10803 Windcloud Ct Old Dominion Capital Management, Inc. 

Oakton, VA 22124 1800 Diagonal Rd Ste 600 

tomwelsh01@verizon.net Alexandria, VA 22314 

sandra.wyatt@odcm.com 


STAY TUNED! 

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 

PARTNERSHIPS 

2010 PREMIER SPONSORS 

ACCESS NATIONAL MORTAGE 

Augie Zullo and Michael Nester, 703-871-1344, Premier Sponsor 

ARTIO GLOBAL MANAGEMENT 

Carolyn Buntic, 212-297-3666 

CALVERT FUNDS 

Rachael DeCosta-Martin, 800-368-2750, Premier Sponsor 

HARTFORD LEADERS 

Blake Cogbill, 202-487-7974, Premier Sponsor 


WE THANK OUR CORPORATE SPONSORS FOR THEIR 2010 

PARTNERSHIPS 

2010 PREFERRED SPONSORS 

CHUBB INSURANCE 

Amory Cockrell, 202-822-3214 

CLARKE CAPITAL 

Ned Sullivan, 267-438-0172 

FBR 

Brandon Marsh, 888-200-4710 

JOHN HANCOCK 

Craig Arsenault, 202-615-6820 

NADART 

Steve Johnson, Jason Dwyer, and Zee Siekierski, 703-821-7055 

PIONEER INVESTMENT FUNDS 

Casey Dylan, 704-419-3107 

PUTNAM 

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 


WE THANK OUR CORPORATE SPONSORS 

FOR THEIR 2010 PARTNERSHIPS 

2010 GOLD SPONSORS 

AMERICAN FUNDS 

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

AMERIPRISE FINANCIAL 

Phil Simonides, 703-902-8970 

BARCLAYS CAPITAL 

Geremy Kawaller, 212-526-1253 

DALTON EDUCATION, LLC 

Carol Lee Roberts, 877-476-4145 

DIREXIONFUNDS 

Eugene Eignor, 703-266-8225 

GUARDIAN INSURANCE AND ANNUITY COMPANY 

Ken Silva, 804-360-0018 

And RS FUNDS 

Daniel Shoop, 804-874-0231 

iSHARES BLACKROCK 

Sarah Lochner and Michael Cafiero, 201-942-8725 

SCHWAB INSTITUTIONAL 

Scott Coleman, 866-502-5153 

SPIRE INVESTMENT PARTNERS 

Paul Murphy, 610-608-1093 

TD AMERITRADE 

Peter Dabowski, 202-741-5972 and Bob Yunger, 301-941-1856 


YEAR 2010: OFFICERS & DIRECTORS 

PRESIDENT 

Christine Parker, CFP® 

Parker Financial, LLC 

PRESIDENT-ELECT 

301-392-1010 

Eric Hess, CFP ® 703-442-7686 

Alpha Financial Advisors, LLC 

TREASURER 

Rita Cheng, CFP ® 

301-320-1457 

Ameriprise Financial Services 

SECRETARY 

Kevin Knull, CFP® 703-548-8557 

Hartford Leaders 

CHAIRMAN 

Brian Jones, CFP ® 703-425-0700 

CJM Wealth Advisors, Ltd. 

BOARD OF DIRECTORS: 

PROGRAMS CO-DIRECTORS 

Ryan Fleming, CFP ® 

202-887-8135 

Armstrong, Fleming and Moore, Inc. ext.234 

Jean Schwarz, CFP® 703-734-4620 

Harris-SBSB 

PROFESSIONAL DEVELOPMENT CO-DIRECTORS 

Dan Lash, CFP® 703-356-4360 

Financial Network x703 

Kathleen Sindell, PhD 703-299-1700 

GCSR,Inc. 

MEMBERSHIP CO-DIRECTORS 

James Bogart, CFP® 703-356-0079 

RBC Wealth Management 

Bryan Beatty, CFP® 703-506-0843 

Egan, Berger, Weiner, LLC 

SPONSORSHIP/MARKETING 

CO-DIRECTORS 

Augie Zullo 703-871-1344 

Access National Mortgage 

Clifford Cohen, JD 202-895-2799 

Capobianco & Cohen, LLP 

PUBLIC RELATIONS 

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 

Ken Robinson, CFP ® 703-288-0500 

The Monitor Group 

MENTORING PROGRAM DIRECTOR 

Joshua Halpern, CFP® 240-744-712 

Raymond James Financial Network, Inc. 

EXECUTIVE DIRECTOR 

Peggy Nelson 703-620-1712 

FPA National Capital Area 

ADMIN ASST 

Katie Palmer 

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 Jannet S. Carpien, CFP 

Stephan Q. Cassaday, CFP Nicolet V. Evans, CFP 

Marjorie L. Fox, JD, CFP Inga B. Frank, CFP 

Arthur M. Gelman, JD Barry Glassman, 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 

Edward O’Hara, CFP, EA 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.

FPA Headlines - Financial Planning Association - National Capital

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