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Washington DC Region
Joined September 2012
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FPA National Capital retweeted
Find us today @FPANationalCap for a chance to win a bottle of Kentucky Bourbon and to learn how DPL helps RIAs across the country efficiently incorporate Commission-Free annuities & insurance into their clients' financial plans. #JointheRevelation #FPANC➡️dplfp.com
FPA National Capital retweeted
@FPANationalCap #fpanca hearing more about sustainable investing. Do you know the difference between ESG, SRI and Impact investing? Time to learn. Millennials, women and other groups want to align their money with their values.
FPA National Capital retweeted
@BillWinterberg is discussing how technology amplifies the role of a financial advisor in his presentation, “The Augmented Advisor” at the #FPANCA Winter Symposium @FPANationalCap
FPA National Capital retweeted
If you’re attending the @FPANationalCap Winter Symposium today, stop by to say hi to Gary and Coryn. The Altman candy bowl is filled to the brim and we have a new article on the #SECUREAct you’ll want to grab before you leave!
FPA National Capital retweeted
I’ve had talks with lots of financial professionals of all stripes the last few days, and here are a few of my takeaways from those convos:
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FPA National Capital retweeted
Greetings from the @FPANationalCap Winter Symposium! If you’re joining us today, stop by the Altman booth for some *NEW* articles/brochures & say hi to Gary & Coryn! Yes, the Altman candy bowl is full to the brim! 😉🍫🍬#FPA #financialplanning #estateplanning #altmanassociates
FPA National Capital retweeted
Sat. 10/20 in #FallsChurch! Metro Washington Financial Planning Day. Get Free one-on-one #FinancialCounseling session! @britepaths & @FECSoCo will offer resources. Thanks to @FPANationalCap & @PowerProBono for hosting! Please Share!
FPA National Capital retweeted
FREE: Metro Washington Financial Planning Day. Get Free #FinancialCounseling session! Thanks to @FPANationalCap & @PowerProBono for hosting! patch.com/virginia/fallschur…
FPA National Capital retweeted
FFP is excited to attend the upcoming Metro Washington Financial Planning Day! This is a great opportunity for a CFP® professional to participate in pro bono financial planning. Register with @FPANationalCap here: eventbrite.com/e/metro-washi…
FPA National Capital retweeted
Fascinating look at (inflation-adjusted) statistics of young adults today vs 30 years ago. College costs & debt much higher while median income is flat... leading directly to delayed marriage & reduced homeownership?
“How do you start a life these days?” kitc.es/2LS6Yru
FPA National Capital retweeted
Great partnership with pro-bono professionals from @FPANationalCap and @PowerProBono to bring a #financialeducation class to @dcgoodwill staff yesterday!
FPA National Capital retweeted
Excited to learn that “A Friend Indeed” has been selected as a finalist in the 2017 Foreword INDIES Book of the Year Award #finalist #grief @ForewordReviews ow.ly/epbs30j7QEx
FPA National Capital retweeted
44% find it more difficult to talk about money than to talk about death, politics, and religion
FPA National Capital retweeted
Stop by the Altman booth here at the @FPANationalCap Winter Symposium! Coryn & Gary are here w/ lots of new information on the new Tax Cuts & Jobs Act...and, of course, chocolate! 😉 #FPA #WinterSymposium #sponsor #financialplanning #estateplanning
FPA National Capital retweeted
@RichardClarida @ the @FPANationalCap #winsym2018: PIMCO expects continued growth in 2018, but that doesn't mean the market will continue to move higher. Quoting former colleage: "You can't go to heaven twice for the same good deed."
FPA National Capital retweeted
Kathleen Burns Kinsbury says having open conversations about money can increase intimacy between couples #winsym2018
FPA National Capital retweeted
Great point made by my friend @HowardRP at the FPA National Capital Area symposium today: "the story of financial planning was written in this room." So many of our financial planning pioneers - particularly female pioneers - come from the DC area. @FPANationalCap #winsym2018
FPA National Capital retweeted
Great energy from @KBKSpeaks helping break money silence and get to the heart of financial relationships. Adapting tools from counseling and therapy and even a small dose of Buddhism! #winsym2018 @FPANationalCap
FPA National Capital retweeted
Weekend Reading for Financial Planners (January 27-28) is out! kitc.es/2DGQYVs