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November 2017

Fall Symposium

November 16 @ 8:00 am - 5:00 pm
Sheraton Baltimore North,
903 Dulaney Valley Road, Towson, MD 21204 United States
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Make time to invest in your business.

Our Fall Symposium focuses on

Technology and Communication to Take Your Practice to the Next Level


Learn from communication experts about how to Communicate to Make Things Happen.

Get answers to your questions about advising your clients on their digital assets.

Learn from a cyber security specialist how to protect your clients and your firm.

Find out the marketing best practices you need to know to grow your business.

All this and a chance to interact with your colleagues and share ideas.

Attendees will receive a voucher from WebCE for one free course.

 Please click here to view the invitation and to register.

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October 2017

WiFi Happy Hour and Networking

October 12 @ 5:00 pm - 7:00 pm
AIDA Bistro and Wine Bar,
6741 Columbia Gateway Drive, Columbia, MD 21046 United States
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Our WiFi group invites you to join the conversation!

We will meet for networking and conversation around the topic “Improving Your Communication Skills”.

You do not need to be a member of FPA of MD to attend.

Please register here.

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September 2017

September Member Meeting

September 21 @ 11:30 am - 2:00 pm
Seasons 52,
The Mall in Columbia 10300 Little Patuxent Parkway, Columbia, 21044
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Please join us for lunch and two educational presentations.


Social Security presented by our partner Transamerica

Identifying Characteristics of Highly Active Strategies presented by our partner, Touchstone Investments

CFP® Board, MD and PA Insurance CE approval is pending.
There is no charge for chapter members to attend this meeting.

Registration and lunch will begin at 11:30 a.m.
Presentations will begin at 12:00 p.m.
Please click here to view the invitation and to register.

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August 2017

WiFi Gathering – Detox and Retox, Yoga and Wine

August 10 @ 5:00 pm - 7:00 pm
Haven on the Lake,
10275 Little Patuxent Parkway, Columbia, MD 21044 United States
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Our Women in Finance group is having a yoga and wine night! We call it Detox and Retox.

Please join us for yoga (all levels) at 5:00 p.m. followed by a reception with beverages and light snacks at 6:00 p.m.

You do not need to be a member of the chapter to attend. Please pass this along to women that you know you are in the financial services industry.

Please click here to register.


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NexGen Happy Hour

August 10 @ 5:00 pm - 7:00 pm
1629 Thames Street, Baltimore, MD 21231 United States
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The NexGen group invites you to Barcocina in Fells Point for a drink, light appetizers and great conversation!

You do not need to be a member of the FPA of MD chapter to attend. Anyone under the age of 37 in the financial services industry is invited to attend.

Please RSVP to Amanda Campbell, acampbell@strat-wealth.com or Chad Arrington, carrington@kellygrouponline.com

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June 2017

NexGen Study Group

June 28 @ 5:00 pm - 7:00 pm
PSA Financial

Please join us for our chapter’s NexGen Study Group!  This event uses an open forum format to address issues and points of interest common among NexGen professionals.  Some past discussions have included best practices, technology, regulation changes, building your practice, succession planning, working with family members, current investment strategies, alternative investments and other long-term industry trends.


PSA Financial

11311 McCormick Rd

Hunt Valley, MD 21031

Wednesday, June 28th, 2017



You do not have to be a member of the FPA to attend. This event is open to members of the financial planning industryunder age 37.  NexGen is meant to foster relationships among the next generation of financial planners and help them to establish and develop professional networks.  Feel free to extend this invitation to a colleague or friend under age 37 who is a financial planner, insurance professional, investment professional or estate planner.

Please RSVP to Chad Arrington at carrington@kellygrouponline.com or Amanda Campbell at acampbell@strat-wealth.com.


Did you know?

·         Scholarship – FPA of Maryland offers a $1,000 scholarship twice a year to FPA MD members pursuing the CFP® designation. Find out more through FPA Connect in the “FPA of Maryland – NexGen” community.

·         Events – The FPA of Maryland NexGen community meets once a quarter alternating between social and professional development events.

·         FPA Connect – FPA of Maryland has an FPA Connect Community exclusively for NexGen. Join the “FPA of Maryland – NexGen” community to be a part of the conversation, build a network of local professionals and stay up to date on local events.

·         LinkedIn – Follow the FPA of Maryland group at https://www.linkedin.com/groups/2285880

·         Twitter – FPA of Maryland has a Twitter account. Follow us @FPAMaryland.

·         Website – FPA of Maryland recently revamped their website to better meet members’ needs.

·         Get Involved! – There are tons of ways to get involved in the FPA of Maryland.  Go to www.fpamd.org and click “Get Involved” for more information.




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May 2017

Spring Symposium

May 18 @ 10:00 am - 5:00 pm
Doubletree by Hilton Baltimore North,
1726 Reisterstown Road, Pikesville, MD 21208 United States
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GIving the keynote presentation is nationally recognized speaker, Don Marsh, who will talk about Motivating the Mature Marketplace.

Steve Elville, president of Elville & Associates,will present on Elder Care.

Tracy Russo, president of HTA Financial will give us the latest on Medicare updates.

Ethics, presented by Crystal Alford-Cooper, is scheduled for 10am – 12pm. 

1-2pm Lunch
2-5pm Presentations

Early bird pricing until April 25th
$139  Symposium and Ethics for Members
($149 after April 25th)
$129  Symposium for Members
           ($139 after April 25)
$199   Non Members

Please click here to view the invitation and to register.

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April 2017

Member Meeting with Baltimore Community Foundation

April 12 @ 7:30 am - 10:00 am
Radisson Cross Keys
We are happy to invite you to join our partner, Baltimore Community Foundation, for a meeting they are holding on charitable giving.
The Top Ten Trends Every Advisor Should Know for 2017
Brian K.Clontz, CFP, CLU, ChFC, CAP, AEP
Founder and President of Charitable Solutions, LLC

April 12, 2017

7:30 – 10:00 a.m.
Radisson Cross Keys
100 Village Square, 5100 Fall Road
Baltimore, MD 21210

Bryan will discuss some of the top trends across the charitable giving landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.

7:30 a.m.   Registration and continental breakfast
8:00 – 10:00 a.m.   Presentation
There will be 2 hours of CFP Board CE that will be submitted by our chapter.

You will rsvp to Baltimore Community Foundation. We look forward to seeing you there.

RSVP by Wednesday April 5, 2017 to Adrienne Gieszl
By email rsvp@bcf.org or call 410-332-4172 ext 133.
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Money Power Day

April 1 @ 9:00 am - 3:00 pm
Poly-Western High School,
1400 West Cold Spring Lane, Baltimore, MD 21209 United States
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Looking for a way to give back? Join us at Money Power Day!
The FPA of Maryland is proud to join the Baltimore CASH Campaign for the 12th annual Money Power Day, the region’s largest free financial fitness fair. Join us for an energy packed day filled with exciting activities designed to inspire and inform people of all ages on how to boost their financial power!
Saturday, April 1
9:00 a.m. – 3:00 p.m.
Poly-Western High School
We are seeking volunteers to staff the CFP Zone, where attendees receive one on one financial planning advice.

If interested in volunteering for this event, please contact the Co-Chair of our Community Outreach Committee, Michael Green, at mgreen@pinnacleadvisory.com or 410-995-6630. Additional information will be provided.

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March 2017

March Member Meeting

March 16 @ 8:00 am - 11:00 am
Loyola University Timonium Campus
Join us for two dynamic and important presentations.
Conversations On the Right Side of Change
Chris Dillon, Global Fixed Income Portfolio Specialist
Market disruptions are occurring faster than ever and are being felt across countries, industries, markets and investment strategies. Economic growth remains mild but opportunities exist. How can you stay on the right side of change, balance risk and pursue yield in a divergent world?

Equity Market Viewpoints: Discerning Conditions, Weighing Decisions
Matthew Ko, Investment Specialist
This presentation will review global equity market conditions, highlighting areas of possible investment opportunity. The three key themes will be focused on U.S. election results, rebound in oil in China and the emerging markets and the muted but resilient economic growth here in the U.S.
Thank you to our partner,  T. Rowe Price,  for providing the speakers.

CFP Board CE is pending. There will not be insurance CE for these programs.

Please click here to view the invitation and to register.

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February 2017

Women in Finance (WiFi) Gathering

February 9 @ 5:00 pm - 7:00 pm
AIDA Bistro and Wine Bar,
6741 Columbia Gateway Drive, Columbia, MD 21046 United States
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Please join our Women in Finance group, better known as WiFi, as we welcome Eleanor Blayney, CFP Board Consumer Advocate and author of Women’s Worth, a book about how women can make the most of their financial lives.
Ms. Blayney is passionate about finding ways to foster gender equality in the financial planning profession and helped to spearhead CFP Board’s Women’s Initiative.
Join us for great conversation and networking. Please click here to register.
Many thanks to our partner, Kate Forester with Fidelity Investments, for sponsoring this event.
Find out more »
January 2017

NexGen Happy Hour

January 26 @ 5:00 pm - 7:00 pm
Please join us for our chapter’s first NexGen Happy Hour of the year! This is a networking event and will be sponsored by the FPA of Maryland.
You do not have to be a member of the FPA to attend. This event is open to members of the financial planning industry under age 37. NexGen is meant to foster relationships among the next generation of financial planners and help them to establish and develop professional networks.
Please extend this invitation to a colleague or friend under age 37 who is a financial planner, insurance professional, investment professional or estate planner.
Please RSVP to  
Amanda Campbell at acampbell@strat-wealth.com or
Find out more »

Member Meeting at the Federal Reserve Bank

January 18 @ 8:00 am - 10:30 am
Federal Reserve Bank of Richmond, Baltimore Branch,
502 South Sharp Street, Baltimore, MD 21201 United States
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We are pleased to return to the Federal Reserve again for an outstanding economic update. Senior economist Andy Bauer will share his insights into the trends driving long-term growth in the U.S. and Maryland economy.

Mr. Bauer is Senior Regional Economist at the Baltimore Branch of the Richmond Fed. In addition to following the national economic outlook, Mr. Bauer monitors the Fifth District economy with a special focus on Maryland and the Washington, D.C., metropolitan area. He also regularly speaks on national and regional economic conditions to academic groups, business associations and civic organizations. He tracks current macroeconomic and regional economic conditions and has published articles on evaluating economic forecasts and inflation dynamics.

On-site parking is restricted at the Federal Reserve. Parking is available at the Sheraton Inner Harbor.

 Please click here to register.

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November 20162016

WiFi Networking Happy Hour

November 10, 2016 @ 5:00 pm - 7:00 pm
AIDA Bistro and Wine Bar,
6741 Columbia Gateway Drive, Columbia, MD 21046 United States
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Please join our Women in Finance (WiFi) group for excellent networking and conversation. Light fare will be provided. Cash bar.

You do not need to be a member of our chapter to attend.

Please click here to register.


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NexGen Year End Tax Planning Event

November 1, 2016 @ 8:30 am - 10:00 am
Loyola University Timonium Campus

Join our chapter’s NexGen group for an important and informative presentation on Year End Tax Strategies. Presenter, Tom Webbert, CFP®, will discuss the importance of taxes on financial planning and tax law changes you need to know. He will offer insight into special topics for accumulators, retirees and those close to retirement.

Thank you to our NexGen group for planning and hosting this member meeting.

Please click here to register.

Find out more »
October 2016

Baltimore Financial Planning Day

October 29, 2016 @ 10:00 am - 2:00 pm
Patterson High School,
100 Kane Street, Baltimore, MD 21224 United States
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If you and your organization would like to be an exhibitor at Baltimore Financial Planning Day, please click here to register.

As a resource exhibitor, you will help Maryland residents get the free financial assistance they need to achieve financial security.

All exhibitor tables are $50 and include:

  • Complimentary lunch
  • One 6’ table
  • Two folding chairs per exhibitor space. Power and wifi are not available at this time.

Exhibitors registering after September 30, 2016 may not be featured in advertising materials and signage for the event.

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October Chapter Meeting

October 6, 2016 @ 8:30 am - 11:00 am
Loyola University Columbia Campus,
8890 McGaw Road, Columbia,
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401(k) Focus 2016: Past, Present, & Future Best Practices for Avoiding QP Fiduciary Litigation

While it is important for the qualified plan advisor industry to understand the fiduciary regulations set in motion by the passing of the Department of Labor’s Conflict of Interest rule, what may be more important is understanding the historical roots, present case studies, and future outlook that can aid in shaping an advisor’s best practices for operating within an ever-evolving QP industry and avoiding qualified plan fiduciary litigation.  The very best practices for facing these fiduciary changes looming on 2017’s horizon may be found by looking behind us at today and yesterday’s recurring industry patterns and trends.

Patricia B. Achterhof, CPFA, AIF®, RP®, Director of Marketing & Operations, STRATWEALTH
Joseph P. Garrison, CFP®, AIF®, Senior Advisor, STRATWEALTH


Practical Reference to Federal Employee Benefits

Learn how to best serve your clients who are federal employees. This presentation will cover the profile of the federal employee and how best to advise about benefits including pensions, TSP, LTC, health and life insurance and social security.

Brian Kuhn,  CFP®, CLU®, CLTC, PSG Clarity, a division of Planning Services Group

Please click here to register.


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September 2016

FPA BE Conference

September 14, 2016 - September 16, 2016
Baltimore Convention Center

Baltimore is host city for FPA’s annual BE Conference. There will be over 1000 attendees from across the country, excellent presentations by subject matter experts and outstanding networking.

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Quad A PreConference

September 11, 2016 @ 4:00 pm - September 13, 2016 @ 4:30 pm
Baltimore Convention Center

#QUADA16 is a unique gathering of financial professionals who value the expertise, contributions, and collaboration of African Americans in the financial services profession.
Attend and experience the opportunity to:
ENGAGE in dialogue with leading subject matter experts who will share diverse perspectives on key topics that will advance your career, business, and thought leadership. 
ENCOUNTER like-minded professionals who understand distinctive opportunities to stand apart in a very competitive environment. 
EMBRACE a life-giving atmosphere that allows you to be yourself and celebrate the value of cultural diversity.
ENJOY a dinner reception highlighting Quad-A’s 15-year history and honoring those who have contributed to its success.

To register, please click here. 

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June 2016

NexGen Volunteer Day and Orioles Game

June 18, 2016 @ 1:00 pm - 9:00 pm
To Be Announced
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