Wednesday, March 30, 2016

Dan Lash, CFP®, AIF®
President’s Message

We would like to thank our speakers at our event on March 17.  Ben Lewis provided everyone who attended with many outstanding ideas for working with the Media and attendees are all eligible to receive media inquiries from FPA National.  If you did not attend, the media inquiry system posted over six hundred requests to our members last year and is a great way to get your name in different media outlets.  Be sure to attend next year.

Our luncheon speaker, Mary Beth Franklin, needed very little introduction.  Her articles and books about Social Security have made her a leader on this topic.  She provided clarity to all the new rule changes with Social Security and her insights were noted by all who attended.  

With the tax season upon us there will be no meeting in April; but we will be celebrating the end of tax season with Happy Hour on April 20.  This is a great opportunity to network with your peers.  I look forward to meeting you on April 20 at Chima Restaurant in Tysons.

We have more fun scheduled in May with our 23rd Annual Golf Tournament on Wednesday, May 11 at Westfields Golf Course.  This is always a fun chapter event that benefits the charities we support, the main one being the Foundation for Financial Planning.  Everyone is a winner at this event, so don’t worry if you don’t play golf, it will still be a day of fun.

June 9 will be our Spring Symposium and this year’s event will be bigger than ever to help make up for our slightly downsized Winter Symposium due to the blizzard.  No snow in June and a lot of CE’s, as well as nationally recognized speakers at the June 9 event, so be sure to register soon.

Be sure to visit the events page for all scheduled meetings and to register at  I look forward to seeing you at our next event and to warmer weather.

Best Regards,

Daniel P. Lash, CFP®, AIF®
2016 FPA NCA President

Thursday, March 24, 2016

Lisa A.K. Kirchenbauer, CFP®, RLP®
Certified Financial Transitionist™
FPA NCA Programs Co-Director

Great presentation on Social Security and Medicare by Mary Beth Franklin!  Just when I thought I knew enough to be dangerous, Mary Beth came to our March 17th event and shared some very important updates on Social Security and Medicare. There is still more planning for us to do even as doors are closing on some of planner’s favorite claiming strategies.  Highlights included the idea of getting clients who are age 66 and older now but plan to wait until 70 to take the biggest Social Security benefits possible, to File & Suspend NOW, and if they change their mind and want to collect benefits, they can collect a lump sum.  If you don’t File and Suspend and decide to collect benefits, there is no lump sum payout beyond a 6 month retroactive payment.  When it comes to Medicare, it will be increasingly important for planners to help their clients manage taxable income in retirement to keep Medicare premiums down in 2018 and beyond.  If you are looking for resources on Medicare and Social Security go to for Medicare info and to get Mary Beth’s new book on Social Security.  If you can grab the slides from the presentation…they were VERY useful.  Personally, she helped me solve for a Social Security planning issue in my own family and I am very grateful for that, as well!

Join us at the June 9th Spring Symposium, and you will learn more important strategies to help your clients! Details and Registration opening soon!