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NATIONAL CAPITAL AREA CHAPTER
FPA NCA NEXGEN RETREAT AND HAPPY HOUR AGENDA: Thursday, November 7, 2019
The Lake House, Reston, VA
10:30 AM – Check in for Program Retreat Presentations Follow 4:00 PM – Retreat Concludes 4:00 PM – Check in for Happy Hour with One CE 4:45 PM – Opening Announcements – Chris Rivers, CFP®, FPA NCA 2019 President
Welcome and Introduction of our Sponsors Attending our Program:
Todd Jarvis – Fairway Mortgage – Platinum Sponsor Mike Kondras – Hines Investments – Platinum Sponsor
Emily Dupre – MFS – Platinum Sponsor Russ Kubie – Fidelity Investments – Gold Sponsor
Chris Parks – Transamerica – Gold Sponsor Tom Galgano – Vanguard Investments – Gold Sponsor
Introduction of Speaker, Tom Galgano, Vanguard – 1 Hour CE
Advisor’s Alpha – A Guide to Building Stronger Client Relationships
6:30PM Conclusion – Please make sure that you have recorded your CE by completing the Course Listing and Evaluation and return it to the registration desk. You must complete the paper form to receive your Credits and have them filed with the proper authorities! Thank you for attending our November Programs!
UPCOMING FPA NATIONAL CAPITAL AREA PROGRAMS
More Program details posted in the Newsletter!
Dec. 5, 2019 – Member Luncheon, Westwood Country Club, Vienna, VA
Dec. 10, 2019 – NexGen Study Group, McLean, VA
PLAN AHEAD – January 24, 2020 Winter Symposium – Tysons Marriott Hotel!
More details and Registration posted on our website at www.fpanca.org!
FPA National Capital Area Presents
December 5 Member Luncheon
Featuring Two Great Speakers!
Westwood Country Club, Vienna, VA 11:00AM - Check in, Program ends by 2PM
Members - $40, Non-Members $60 Register on line!
2 CFP CE, 2 VA Insurance, 2 CIMA CE, 2 MD Insurance Pending Approval! 2 CPA CPE Offered!
Two Presentations – Harlan Accola, Speaker, Fairway Mortgage Corporation
Advanced Applications: Reverse Mortgage Research in Retirement Planning
You will learn the answers to these questions: Can I use a reverse mortgage in estate planning to increase the
legacy to my heirs? Are interest, real estate taxes, or MIP a deduction when paid? Are deductions passable onto
the heirs? What are the best strategies to facilitate maximum Social Security benefits using a reverse mortgage?
Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect
Medicaid eligibility?
This presentation goes over the basics of reverse mortgages and goes into advanced statistics that show how a
reverse mortgage can help prevent seniors from running out of money so quickly. Education is critical as many
people are not aware of all the benefits and new guidelines coming out on reverse mortgages. The advanced
portion of this class gets you thinking and is very interactive; you will be on your seat when we explain the three
milk bucket approach! This topic is as relevant as any others when it comes to estate planning, preserving and
protecting assets, and certainly helping older adults obtain financial independence and peace of mind. This is
something you shouldn’t miss!
Learning Objective: The course will be covering in depth multiple strategies for how a reverse mortgage could
be used for Social Security, Life Insurance, Medicaid, & Long Term Care planning.
Terry Clower - George Mason University
Economic Review and Outlook
This presentation will look at our economy from a National perspective as well as from a Virginia perspective.
We will also examine the regional DC and Northern Virginia economy. The impact of the recent disasters around
the country and in the neighboring islands will be reviewed and studied to examine that impact on the economy.
Job growth and real estate trends will be reviewed, as well as recent government actions and policies and their
impact on our economic forecast.
Dear Colleague,
I am reaching out to invite you to the 2019 Diversity Summit hosted by the CFP Board Center for Financial Planning on
November 13, 8:00 am – 5:00 pm, in Washington, DC.
The Center is working to create a more diverse and sustainable financial planning profession so that every American
has access to competent and ethical financial planning advice. Last year’s inaugural Diversity Summit was a very
enlightening and energizing experience – you can get a feel for the event in this brief promo video.
This year’s Summit builds upon last year’s convening with a focus on Accountability – highlighting the leadership of
firms, academic institutions and partner organizations to advance racial and ethnic diversity in financial planning. The
agenda will include presentations of case studies and best practices, an executive roundtable and the release of a
comprehensive new report showcasing the value workforce diversity has on business success in financial services.
To see the full agenda and to register, please click here. There is no cost to attend. If you would like to be put on the
Center’s discounted rooming block or have questions about the Summit, please contact Eddy Demirovic,
at [email protected] or 202-379-2253.
I highly recommend the Summit and hope you can attend.
December Line-Up – Sure to Be Another Home Run!
By Aaron Clarke, CFP®
Join us as we discuss one key to the maximization of your clients’ income through retirement. Many of us know
that the most advanced strategies around creating income for your clients are based on the ability to be flexible,
and have multiple options of where to create income; so, come to learn the techniques and strategies used by
experts to stretch the length of time a client’s portfolio will produce income for them, as well as the changes inside
the industry, latest trends and topics of discussion, and the most recent guidelines and governance regarding
reverse mortgages. This topic is approved to earn you 1 CFP, 1 VA Insurance CE Credit, with 1 MD Insurance
and 1 CIMA Pending Approval. CPA CPE will be offered. Don’t miss out on the chance to add some advanced
planning tactics into your offerings and guidance!
This Reverse Mortgage presentation will be followed by Terry Clower at George Mason University with his
Economic Update. Amazon. Google. Apple. All coming to the D.C. Metro Area! How does this change our local
economy? Join us in conversation with Dr. Terry Clower, one of the leading experts on local economy, as we
discuss how the movement of companies, recent world disasters, along with Job Growth and Real Estate Trends
affects the DC and Northern Virginia economy. This presentation will leave you charged and ready for
conversations with your clients regarding their situation, and how it is likely to change given the topics at hand.
This topic is approved to earn you 1 CFP, 1 VA Insurance CE Credit, with 1 MD Insurance and 1 CIMA Pending
Approval. CPA CPE will be offered! You don’t want to miss this!
2020 Officers and Directors
The Board of Directors for 2020 is listed below. The Nominating Committee has approved the proposed slate for 2020. Chris
Rivers, Rose Price, Ryan Fleming, Kelly McNerney and Peggy Nelson served on the Nominating Committee.
In addition, our membership meeting will be held on Thursday, December 5, 2019 at Westwood Country Club, Vienna,
Virginia at approximately 11:00 a.m. This meeting will be prior to our monthly program scheduled for that day. At this
meeting, we will introduce the 2020 Board.
2020 OFFICERS:
Chris Rivers, CFP®, Chair Parker Trasborg, CFP®, President
Rose Price, CFP®, President-Elect Kirk Taylor, CFP®, Treasurer
Kelly McNerney, CFP®, Secretary and Chair of Capitol Hill Advocacy Day and Public Relations
Matters
2020 DIRECTORS:
Sam Boyd, CFP®, Sponsorships Co-Director
Chris Mellone, CFP®, Sponsorships Co-Director
Carl Holubowich, CFP®, Programs Co-Director
Catherine Mulcahy, CFP®, Programs Co-Director
Arron Clarke, CFP®, Social Events and Allied Professional Co-Director
Christy White, CFP®, Social Events and Allied Professional Co-Director
Coryn Rosenstock, Esq., Membership Co-Director
Vernon Biggs, Membership Co-Director
Candace Lee, CFP®, Pro Bono Co-Director
Grace Rogan, CFP® NEXGEN Co-Director
Riley Saunders, CFP®, NEXGEN Co-Director
Please Help Us Select our 2020 Outstanding Members! Please follow the link below to Nominate Someone
You Feel is Deserving
of One of our Awards for Outstanding Service!
Emerging Leader Award Just Added! We need your votes NOW!
Our Outstanding Membership Awards have been presented to our Outstanding Chapter members since 2001. The criteria for the Leadership Awards were developed in 2003 and refined by subsequent committees. For the past 19 years, these Awards have been presented to the individuals who have been nominated by the members and selected by the Award
Committee. This year, we have added a new Award called the Emerging Leaders Award to recognize new planners for their valuable contributions to our chapter.
In an effort to increase awareness and participation in the Award process, as well as the presentations, we have moved this event to our Winter Symposium beginning in 2015. This year, our Awards will be presented to the winners at our FPA NCA
Winter Symposium on January 24, 2020 at the Tysons Marriott, Tysons Corner, VA.
Please contribute your nominations for our member awards! When nominating individuals for these awards, it is very helpful to tell us in detail why you feel the individual is the right person to receive the award.
Please follow the link below, and nominate someone you feel should be considered for one of our Leadership Awards for Outstanding Service. Nominations must be completed by November 20, 2019 in order to be considered. Award winners will
be announced as soon as possible during December.
Please plan to share in the excitement and honor for these Outstanding Members. Registration for our January 24, 2020 Symposium will be open on our website shortly.
Link for Nominations: https://www.surveymonkey.com/r/ND7BHPY
Special Note: To view our prior Award Winners over the past 19 years, please click here to reach our website and the announcements of our 2019 and prior winners. Thank you!
Link posted on our website home page at www.fpanca.org
VOLUNTEERS NEEDED!
Financial Planning for Cancer Program
Every day families that are battling cancer make dangerous decisions like skipping a chemotherapy appointment so they can afford to feed their families. They often suffer financial distress that adversely impacts their ability to complete treatment and decreases their chance of survival. We are currently seeking volunteers for a new program we have developed in partnership with the Financial Planning Association (FPA) and nonprofit Family Reach to provide cancer patients and their caregivers with financial planning and education to help mitigate the financial risks associated with treatment. If you are a Certified Financial Planning professional (CFP®), then you have the opportunity to serve as a volunteer for our Financial Planning for Cancer program, lending your skills and knowledge to help patients manage their finances so they can focus on getting well. Please see below for a brief FAQ, and if you think you may be interested in volunteering, click here to complete our online intake form. Once you complete the form, you will receive an email outreach from either Rachel Roth at FFP or Kurt Kaczor at FPA, who will provide you with more information about next steps and connect you with our nonprofit partner, Family Reach. If you have any questions in the meantime, please reach out to Rachel at [email protected] or 202-864-5184. Thank you for considering this important opportunity!
