Tuesday, July 31, 2018

Howard Pressman, CFP®
President’s Message

Hello Friends- I can’t believe it’s August already! The first half of my year as President has passed so quickly, and it’s now time to focus on the second half. What I am most excited about is that we are planning to simulcast a monthly meeting to two locations! Members have told us that they want to attend more meetings, but the required time commitment often holds them back. You have also been clear that connecting with peers is of primary importance. We listened and through this new initiative, hope to continue to foster the networking and friendships that is a hallmark of our chapter while also bringing the meetings closer to you, so they’re easier to attend. Our plan is to hold the meeting live in one location, just like always, but then “beam” the meeting to a second location across the Potomac. You of course can choose which gathering you would like to attend. We are still working out some of the details and plan to test the technology at an upcoming Board meeting before rolling it out live. I know that this is different, and it may take a few tries to gain momentum, but I believe this will make it easier for as many folks as possible to connect with our chapter and benefit from our outstanding programing. Stay tuned for more details on this exciting initiative and please reach out to me with your thoughts, I would love to hear from you. 

July’s most exciting event was the NexGen Retreat held in DuPont Circle. I arrived late in the day to spend some time with this energetic and passionate group of planners. Presenters at this year’s event included Wayne Zell, ESQ, of Odin, Feldman and Pittleman, Claudia Salazar, Psy. D. and our own Yusuf Abugideiri, CFP® with Yeskie Buie. 

The other event of the month was our Happy Hour with CE held at the University of Virginia’s Falls Church campus. Tom Galgano, CFA, with Vanguard joined us to expand upon the popular white paper Advisor’s Alpha. Afterwards we all headed to Mad Fox brewery for some fun and suds. This was our first member event at this great facility, and we expect to hold more there in the future.

August’s events include another Happy Hour and Reunion at Chima on the 7th Yay! An Allied Professional Cornhole Tournament on the 15th, where we’ll gather at the Tyson’s Biergarten to connect with peers from other related disciplines in the financial services world. And just so the world doesn’t think we drink too much, on the 21st there will be a NexGen study group held at the offices of SBSB. Please visit our website for additional details on these events. 

Thank you all for your passion, enthusiasm and professionalism. It’s easy to forget how much of a difference we make in the lives of our clients. So take a few moments and think about how we change and improve lives every day and how lucky we are to be Financial Planners! Have a great month.

All the best,

Howard Pressman, CFP®
2018 FPA NCA President