CERTIFICATE OF ATTENDANCE. This Certifies that

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1 CERTIFICATE OF ATTENDANCE This Certifies that Attended the education session indicated below: Program: 2017 Annual Spring Symposium See individual presentation titles and Course ID Numbers for exact credit reporting information. Location: Dulles Hyatt, Herndon, VA Date: June 5, 2017 Sponsoring Organization: FPA National Capital Area CFP Sponsor ID: 2204 MD Insurance Sponsor ID: VA Insurance Sponsor ID: All CFP, MD and VA Credits are filed electronically, PROVIDED THAT you have followed the directions for reporting the credits in the conference tool, or returned your COURSE LISTING SHEET indicating the presentations that you attended. You must complete your CE reporting on your mobile device or in paper form, or no CE will be reported for you. Peggy Nelson Peggy Nelson, Executive Director FPA National Capital Area

2 June 5, 2017 Presentations: Wade Pfau Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement 1 CEU CFP ID: MD Ins. ID: VA Ins. ID: Victor Gaxiola The Advisor of the Future: How to Stay Relevant in the Digital Age 0 CEU Jon Holtaway Banking in the Current Era: Interest Rates, Inflation and Government Expenditures 1 CEU -- CFP ID: MD Ins. ID: VA Ins. ID: Mike Sherbert Alternative Investments and The Case for Managed Futures 1 CEU CFP ID: MD Ins. ID: VA Ins. ID: Eric Kruk Aging and the Financial Implications: Planning for Housing 1 CEU CFP ID: MD Ins. ID: VA Ins. ID: Kevin Lewis Investment Outlook 1 CEU CFP ID: MD Ins. ID: VA Ins. ID: Bob Veres The New Profession 0 CEU CFP Presentations: 5 CE Filed Through FPA NCA MD Insurance: 5 CE Filed Through FPA NCA VA Insurance: 5 CE Filed Through FPA NCA Request from Prometric for MD Insurance: Recently there has been an increase in the number of agents that have not renewed their license because they believe that satisfying their CE requirement was sufficient. In an effort to prevent further confusion, please be advised that all agents must also apply for renewal of their license once the CE requirement has been met. In order to renew your license, you must submit a renewal application. Completion of continuing education courses alone does not update your license renewal.

3 CERTIFICATE OF ATTENDANCE This Certifies that Attended the education session indicated below: Program Date: June 5, 2017 Program: Spring Symposium Location: Dulles Hyatt, Herndon, VA Sponsoring Organization: FPA National Capital Area CIMA Sponsor ID: CourseTitle CourseID TotalHours EthicsHours StartDate EndDate Status Spring Symposium 17FPAN /5/2017 1/31/2018 Accepted IMCA has accepted this program for 5 hours of CE credit towards the CIMA, CIMC and CPWA certifications. The Sponsor/Provider and Course ID numbers referenced above expedite the review process of CE hours reported to IMCA by the certificant directly. Please note that the CIMA Hours must be self-reported for this Program. Please note that you may report a portion of these hours if you did not attend the entire program. Peggy Nelson Peggy Nelson, Executive Director FPA National Capital Area

4 CERTIFICATE OF CPE ATTENDANCE This is to certify that CPA, attended the following Continuing Professional Education presentation: 2017 Spring Symposium, June 5, 2017, Dulles Hyatt, Herndon, VA Approved for 5 CFP, 5 CIMA, 5 MD Insurance, and 5 VA Insurance for the day. Speakers, Qualifications, Courses and Hours: Please see individual Bios and Presentation materials available for this event for more specific information. June 5, 2017 Presentations: Wade Pfau Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement 1 CEU -- CFP ID: MD Ins. ID: VA Ins. ID: Victor Gaxiola The Advisor of the Future: How to Stay Relevant in the Digital Age 0 CEU Jon Holtaway Banking in the Current Era: Interest Rates, Inflation and Government Expenditures 1 CEU -- CFP ID: MD Ins. ID: VA Ins. ID: Mike Sherbert Alternative Investments and The Case for Managed Futures 1 CEU CFP ID: MD Ins. ID: VA Ins. ID: Eric Kruk Aging and the Financial Implications: Planning for Housing 1 CEU CFP ID: MD Ins. ID: VA Ins. ID: Kevin Lewis Investment Outlook 1 CEU CFP ID: MD Ins. ID: VA Ins. ID: Bob Veres The New Profession 0 CEU 5 CEU for the day Peggy Nelson Peggy Nelson, Executive Director FPA National Capital Area State boards of accountancy have final authority on the acceptance of individual courses for CPE credit

COURSE INTRODUCTION STATEMENT This Statement must be disseminated at the beginning of ALL CE courses, regardless of the format in which the course is offered.

5 COURSE INTRODUCTION STATEMENT This Statement must be disseminated at the beginning of ALL CE courses, regardless of the format in which the course is offered. IT IS YOUR RESPONSIBILITY TO BE CE COMPLIANT, INCLUDING PAYMENT OF ALL FEES. IF YOU CHOOSE TO DELEGATE RESPONSIBILITY FOR KEEPING TRACK OF AND/OR ENSURING YOUR CE COMPLIANCE TO ANOTHER PERSON (SUCH AS AN AGENCY MANAGER, SECRETARY, LICENSING CLERK, COMPLIANCE OFRCER, FELLOW AGENT, FAMILY MEMBER, OR OTHER THIRD PARTY), THE ULTIMATE RESPONSIBILITY FOR NONCOMPLIANCE, AND ANY RESULTING PENALTIES, WILL CONTINUE TO BE YOURS. 1. This course is categorized as [Company/Agency] / [Non-Company/Non-Agency] (highlight the relevant type). No more than 75 percent of your required credits can come from Company/Agency course credits (see inside front cover of handbook). Additionally, at least three (3) course credits must be earned for Ethics (Law and Regulations). 2. This course has been approved for credits, LH PC TI OGI LTC Partnership Flood Public Adjuster Law and Regulations Ethics Mitigation _ 3. Classroom courses - One credit hour is 50 minutes of continuous instruction or participation. Your attendance will be verified via the sign-in/sign-out sheet located with the door monitor. Only students meeting minimum attendance requirements may receive certificates of course completion. 4. Agents cannot receive CE credit for a course taught in alternative formats (a classroom course, online course, video or audio conference, web-conference-based, etc.) if the curriculum is based on the same published materials; this rule applies to any variation of course type. It is the provider's responsibility to track enrollment to ensure that agents are not enrolled in two or more courses based on the same published materials. 5. Excess earned Ethics credits Illay be applied to cover other CE requirements in the current biennium and any remaining credits may be carried over to the next biennium and applied to either the Ethics requirement or other CE requirement. 6. Agents are not allowed to receive or carryover credit for the same course in the same biennium. 7. ONLY the Virginia Insurance License Number (VLN) or the National Producer Number (NPN) are permitted for identification. Please be sure that you have recorded your number so that the instructor can read it, as illegible submissions will result in a delay of reporting course credits. 8. This class may be audited by representatives of Pearson VUE. Pearson VUE is a private company who in partnership with Vertafore was contracted by the Virginia Insurance Continuing Education Board to administer all facets of the continuing education program for the Board effective with the biennium. 9. CE credits for this course should be posted to your transcript within 20 calendar days. If your transcript does not reflect this course within 20 calendar days, please contact the provider. 10. Agents are expected to give their full attention to this class. All electronic devices should be turned off and put away along with any reading material other than material applicable to this class. 11. Agents and consultants who fail to update their address with the Virginia Bureau of Insurance may not receive important notices. Agents may update their address and add or update their address online at goviboi/ online. aspx. 12. Agents who are newly licensed in the second year of a biennium are exempt from the continuing education requirements for that biennium. These agents may elect to take continuing education courses and earn credits that may be carried over to the next biennium provided they pay the $20 continuance for the current biennium. Failure to pay this continuance fee will prevent the credits earned from being carried over to the next biennium when the agent will be required to meet all continuing education requirements. 11

6 Each agent should review the Virginia Insurance Continuing Education Agent Information Handbook for complete guidelines at NOTE: Agents should visit to view updated CE credits for the current biennium and compliance status (CE transcript) information and to pay their biennial Continuance fee of $20.00 due by November 30, All continuing education providers and instructors must strictly adhere to all relevant Program Requirements and all other standards as set forth in this Provider Information Handbook. This Provider Handbook may be modified from time to time to reflect Commonwealth of Virginia statutory changes, regulatory changes by the State Corporation Commission, as well as policy changes made by the Virginia Continuing Education Board.

Virginia Insurance Continuing Education

VIRGINIA INSURANCE CONTINUING EDUCATION BOARD www.virginiainsurancece.com Administrative Services Provided by Pearson VUE Virginia Insurance Continuing Education Provider Information Handbook March 2017