Financial Planning Association-National Capital Area

Join us and cross border planning expert- Sefa Mawuli, CFP®, Managing Partner & Financial Planner with Jade & Cowry for an engaging presentation-Tailoring Financial Planning for Global Families and Professionals. Register here to become a smarter planner! https://lnkd.in/drv-Cw7y #fpanca #smarterplannersymposium #crossborderplanning

Do you want to be a Smarter Planner? Then join us on January 24th for the Smarter Planner Symposium at the Archer Hotel in Tysons VA. Learn from the industry expert- Ben Henry-Moreland, CFP®, EA a Senior Financial Planning Nerd at Kitces.com. Use code EARLYBIRD to receive your discount today. https://lnkd.in/eeB8QgC8 #fpanca #smarterplanner #tcja

Join us on January 24th for the Smarter Planner Symposium featuring keynote address- Increasing Cultural Competency to Better Serve Clients. Rianka Dorsainvil, CFP® will explore the critical role of cultural competence in the financial planning profession and provide actionable strategies to better serve an increasingly diverse client base. By 2050, minority groups will make up the majority of the U.S. population, presenting both an opportunity for financial advisors. Register today with code EARLYBIRD https://lnkd.in/eUYePahX #fpanca #smarterplannersymposium #culturalcompetency

Join Us for a Key Conference Session: Policy and Politics in the New Washington: Implications for Investors on January 24th at our Smarter Planner Symposium. Mike Townsend will share implications of the New Washington. Register today with code: EARLYBIRD to get your savings. https://lnkd.in/eDZ-hqrw #fpanca #smarterplannersymposium #policyandpolitics

Thank you to everyone that attended the December Annual Meeting and brought a toy along to donate to Toys for Tots! Thank you Heidi King and Gary Altman, Esq. for fabulous presentations on college planning and estate planning under the new administration. We also welcomed our 2025 Board of Directors: Sam Boyd, CFP®, Aaron Clarke, CFP®, AIF®, Catherine Mulcahy, CFP®, Carl Holubowich, V. Grace Moore, CFP®, CKA®, Douglas Dañosos, Eric Rife, CFP®, CPWA®, Cole DeLucas, CFP®, Marcio Silveira, CFA®, CFP®, Jared Jones, CFP®, CIMA®, CeFT®, RLP®, John Wittelsberger, CFP®, Mike Casey, CFP®, Justin Caudle, CFP®, CPWA®, Alishia DuBois, CFP®, Andrew Fincher, CFP®, AIF®, Evan Beach, CFP®, EA, AWMA®, Sarah Baker, CFP®, Elizabeth Schleifer, CFP®, Patrick Marcinko, CFP®, Marianne Esche, CFP®, Belle Osvath, CFP®, CSLP®, AIF®, Riley Saunders, CFP®. Special thanks to Robert Rea, MBA, CFP® for delivering all the toys! We hope to see you at the Smarter Planner Symposium on January 24th at the Archer hotel. visit fpanca.org for more information. Happy Holidays! #fpanca #givingback #annualmeeting

What if your next big growth opportunity is already in your client book—just waiting to be uncovered? 🚀 In this episode of the Smarter Planner podcast Jeannette Freedman Kuda President and COO of TIFIN AG talks with host Belle Osvath, CFP®, about how supervised AI is transforming wealth management. Unlike generative AI, supervised AI focuses on predictive insights—analyzing massive datasets to help advisors identify hidden opportunities within their existing client relationships. Here’s what they cover: 🔍 The difference between supervised and generative AI—and why it matters 💡 How predictive AI uncovers outside assets and high-probability growth opportunities 👩💼 Why AI isn’t about replacing advisors but empowering them to prioritize client relationships Jeannette also shares why embracing AI experimentation, regardless of firm size, is crucial for staying competitive in today’s rapidly evolving landscape. 🎧 Listen at the link below! #WealthManagement #AIinFinance #FinancialAdvisors #Podcast #Innovation

🎙️ New Episode Alert: The Smarter Planner Podcast! The life insurance landscape is changing, and fiduciaries are leading the charge. In this week’s episode,features Steven S. Zeiger Managing Director at KB Financial, who talks about "The Fiduciary Era of Life Insurance" 💡 What’s inside this episode? - Why lack of transparency and conflicts of interest frustrate advisors and clients. - How fiduciaries can take control by using benchmarking tools to evaluate life insurance policies. - Practical tips for comparing policies side-by-side, just like you would with investments. - Insights into new industry innovations that empower fiduciaries to serve their clients better. 🔑 If you’re an advisor striving to deliver client-first solutions, this episode is for you! 👉 Tune in now and learn how to bring transparency and trust to your life insurance conversations. Let’s usher in a new era of fiduciary excellence—share your thoughts in the comments! 👇 Episode hosted by Belle Osvath, CFP®, CSLP®, AIF® #Podcast #FinancialPlanning #Fiduciary #LifeInsurance #FinancialAdvisors

Join us for the last in person meeting of 2024 - December 12th at the Westwood Country Club. Heidi King will discuss the major changes in college planning and Gary Altman, Esq. will discuss hot estate planning topics. We will also be collecting unwrapped toys for Toys for Tots! Register today: https://lnkd.in/eetMg9TD #fpanca #collegeplanning #estateplanning #giveback

Do you talk about climate risk with your clients? Dan Carreno, CIMA®, CSRIC® thinks you should. Join Smarter Planner podcast host Belle Osvath, CFP®, as she talks with Dan about how planners should be thinking about climate risk. They explore the critical intersection of climate change and financial planning, discussing how extreme weather events impact insurance costs and property values.

Did you know that AI can manage custom portfolios? Fintech Leader Brooke Juniper talks about how generative AI has unlocked new possibilities, allowing for more data processing, portfolio personalization, and qualitative research. Tune in to the latest episode of the Smarter Planner podcast where host Belle Osvath, CFP®, interviews Brooke about this ever-evolving technology.