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Dear fellow FPA members,
Summer is here, and with it comes an exciting slate of events and opportunities from your Financial Planning Association of the National Capital Area. From investment strategy to recruiting future talent, we’re continuing to build momentum in 2025 through powerful content and meaningful member connections.
Whether you’ve attended every event or are ready to jump in now, there’s plenty ahead to engage with your peers, grow professionally, and elevate the work we all do.
| | đź•Š In Case You Missed It | |
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🏌️ May – 31st Annual Charity Golf Classic
Thanks to our generous sponsors and attendees, we raised over $7,000 for the Foundation for Financial Planning, George Mason University’s Financial Planning Program, and Virginia Tech’s Financial Planning Program.
Want to support our cause further? Make a contribution here:
| | 📣 What’s Next: Upcoming Events (Starting Thursday!) | | |
🏢 June 26 – Mid-Year Market Outlook at ProShares HQ
Bethesda, MD | Powered by ProShares, Bitwise & Inland | 2PM - 6PM
We’re fortunate to bring together three of the most respected voices in their fields for this exclusive, in-person event. Don’t miss the chance to engage directly with these nationally recognized experts:
- Kieran Kirwan, CAIA, Director, Investment Strategy – ProShares
Mid-Year Market Update: How Policy & Economy Are Shaping Opportunities
- Teddy Fusaro, President – Bitwise Asset Management
The State of Crypto: How Advisors Are Using Digital Assets to Drive AUM & Revenue
- Philip M. McAlister, SVP, Head of Research – Inland Private Capital Corporation
The Case for Private Real Estate Today: Capitalizing on a Generational Opportunity
| | This is a rare opportunity to hear from companies who frequently shape national conversations—and are regularly featured by CNBC, Bloomberg, and Barron’s. | | |
🍻 July 16 - Happy Hour: Powered by NexGen
Starr Hill Biergarten, 1805 Capital One Dr S Suite 1100, Tysons, VA | 5:30PM - 6:30PM
Come connect with fellow members at our upcoming happy hour and networking event. Enjoy great conversations, delicious food and the chance to grow your professional network. Whether you're new to the industry or looking to expand your connections, this is the perfect opportunity!
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🎓 August 21 – NexGen Retreat: Featuring Michael Kitces
The Lakehouse, Reston, VA | 8:30AM - 12:30PM
Join FPA NCA’s NexGen for a half-day experience featuring Michael Kitces presenting “Scaling Advice: From Financial Advisor to Financial Adviser.” As well as Yusuf Abugideiri, "From College Graduate to Partner and Chief Investment Officer". This event is open to all. Lunch at Kalypso's to follow.
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💼 October 3 – 12th Annual Career Day
George Mason University, Fairfax, VA | 9AM – 5PM
Career Day is a full-day professional development event connecting financial planning firms with students and professionals seeking new roles in the industry. Educational content, networking, and career matching all in one place.
| | 🧰 Tools & Resources for You | | |
🎰 FPA Annual Conference – Las Vegas | November 3-5
The MGM Grand will host financial planners from across the country for FPA’s flagship annual event. With several NCA members already registered, we hope to see you there! Build your knowledge, network, and career—on the biggest stage of the year.
đź“… Learn More & Register: https://ac.financialplanningassociation.org/
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Thank you for continuing to make FPA NCA such a vibrant, connected, and forward-thinking community. We’re proud of the momentum we’re building together—and we can’t wait to see you at our upcoming events.
Warm regards,
Aaron W. Clarke, CFP®, AIF®
President, FPA National Capital Area
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Welcome New Members!
Leo Anzoleaga CMPS, CLA
Hever Castro CFP®
Sara Cortes CFP®
James Covington
Alessandro D'Agaro
Jerry Hayes Scott Hughes CFP®, CPWA®, MBA
Sikander Mehdi
Claire O'Halloran
Thomas Robinson CFP®, CFA, CAIA
Bernabe Rosa
Denise Streeter
Jagadeesh Yaramada
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Listen to The Smarter Planner Podcast

Educating Financial Advisors on the things they should know (but don’t).
Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game.
Just click here to become a smarter planner!
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