Thursday, June 1, 2017

Bryan Beatty, CFP®, AIF®                             President’s Message

We are almost half way through the year and we have seen the delay of the Fiduciary Rule twice. Then there was no further delay on the first round of implementation and a promise for revision, followed by a new rule promised from the SEC. So, will enforcement on the DOL rule happen in 2018 or will it change some more? Stay tuned. Regardless of the fact that the rule could change and who will write the final rule might change, one thing is for certain, you should be changing your business model to a fiduciary style model in order to move into the next generation of financial advice and planning.

One way to be ready for such change is to be informed. Please join us for a great event next week. Your last chance to register is TODAY!

This June’s Spring Symposium will address these issues head on.  The June symposium is June 5th at the Dulles Hyatt. “Navigating Change in the Age of Uncertainty”. You can register here to learn how you can compete and prosper in the changing climate of the new “Fiduciary” world. Speakers will be Wade Pfau, Bob Veres, and Victor Gaxiola from Hearsay Social to name just a few.

Our charity golf event was another great success. We are looking for feedback on the location for upcoming golf venues. So, if you have a facility that you would recommend for the event, please email Peggy Nelson with your comments.

NexGen will have its annual gathering in June in Chicago, Illinois, and there is still time to sign up on the ONEFPA website. Meanwhile, you can also sign up for the upcoming NexGen Study Group on June 13 in McLean, VA. See our website for this registration.

Do you have an opinion about how our industry should work? Then join us for Advocacy Day  June 20 -21 (click to learn more about advocacy), where we storm the hill to educate our political leaders about the FPA and the planning profession. See Parker Trasborg, CFP,, for details on how to help.

Our second happy hour with CE is scheduled for July. See our chapter calendar for other upcoming events. Please join us on June 22 for our Happy Hour without CE, too!

Remember we are always looking for people to get involved and volunteer even if it is just one thing. See you at an upcoming event.

Best Regards,
Bryan Beatty, CFP®, AIF®
2017 FPA NCA President