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Dear Kristin,
Happy New Year! As we kick off 2025, FPA National Capital Area is focused on strengthening connections and supporting your growth—both professionally and within your community. By coming together, we’ll create even more value for our clients and our profession.
FPA offers game-changing resources designed to help you build and elevate your practice. Whether it’s practice management tools to streamline your business, learning opportunities to stay ahead, advocacy for your profession, or networking to expand your community, FPA provides everything you need to thrive. These resources are key to growing your business, expanding your expertise, and deepening your impact.
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Exclusive Member Benefits | |
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As an FPA member, you have access to powerful resources that make it easier to run your business, attract clients, and stay ahead of trends. Here’s how:
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Practice Management: Save time and increase efficiency with business templates and marketing strategies that allow you to focus on your clients.
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Learning Opportunities: Stay current with industry trends through webinars, conferences, and educational content.
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Advocacy for Financial Planners: FPA works tirelessly to represent your interests on issues that matter to your practice and clients.
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Networking & Community: Build valuable connections with peers at in-person events across the DC Metro area.
These tools are designed to accelerate your business and help you provide exceptional service. Make sure you’re leveraging all the benefits FPA offers: Explore Member Benefits.
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Upcoming Events You Won’t Want to Miss | |
We’ve lined up a powerful series of events & speakers to help you grow and succeed this year. | |
In Person: Smarter Planner Symposium (CE Event)
- Date: January 24th, 2025
- Location: Archer Hotel, Tysons Corner
- Why You Should Attend:
- This is your chance to start the year strong with insights and actionable strategies that will enhance your practice.
- Up to 7 CFP CEs pending approval
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In Person: Networking & Connections, February Social
- Date: February 13th, 2025
- Location: TBD
- Details: Relax, network, and reconnect with fellow members in a casual, welcoming atmosphere and get a few free drinks and appetizers along the way.
In Person: Longevity & Luxury: Elevated Planning for the Golden Years (CE Event) (IAR CE & Ethics CE)
- Date: March 6th, 2025
- Location: The Mather, Tysons
- Why You Should Attend:
- 2 hours of CFP Ethics Credit—keep your certification current.
- 1 hour of CFP CE on Aging Care & Elder Care Planning—an increasingly critical area in financial planning.
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Looking Ahead
We are committed to delivering value-packed events and resources to help you grow your practice, build your network, and stay on top of the latest trends. Get involved and make 2025 your most successful year yet.
Thank you for being a vital part of FPA National Capital Area. We look forward to an exciting year of growth, connection, and success.
Check out our website for the latest news and events happening in your chapter.
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Warm regards,
Aaron W. Clarke
Aaron W. Clarke, CFP, AIF
President, FPA National Capital Area
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Welcome New Members!
Frank Donnelly, CFP®, CMB
David Engler, CFP®
Alexander Fuentes
Melissa Hughes
Scott Hughes, CFP®, CPWA®, MBA
Gus Laguarda, CFP®, ChFC, CLU
Melinda Merk, JD, LLM, CFP®, AEP®
William Moir, CFP®
Brian Money
Sandeep Saini, CFP®
Rachel Woodward
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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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