Monday, March 4, 2013

President's Message


Ryan Fleming


 Just a few days into March and it looks like winter is behind us. Even if we’re not fortunate enough to see the temperatures warm quickly, you can be assured the FPA National Capital Area schedule is heating up. We are springing forward into an exciting schedule this month.

On Tuesday, March 19, the chapter is sponsoring a NexGen happy hour in Tysons at On the Border at 5:00 p.m. in the bar. It’s a chance for younger members of our chapter to mix and mingle with intermediate and seasoned members. We encourage you to drop in, even if it is just for 30 minutes before you head home. Given that over 20% of our membership works within a couple miles of the restaurant, we are looking for a significant turnout. 

We are hoping for a few things to come out of this evening. First, we want to give established FPA members a chance to meet the people who make up NexGen, perhaps enlightening all of us to the breadth and depth of experience of this FPA subset. Second, we want to extend the welcome mat to the people who could eventually buy each of our practices. And finally, one of the great things about growing up in the practice I’ve been a part of for 22 years is that I’ve been able to bend the ears of dozens of colleagues on a regular basis over that period. Many younger advisors don’t have that luxury or can’t do that in a one-on-one with their boss, so this presents a great opportunity for them. It will take some time to build momentum in this area, but we are committed to making it work.

The big program for March is Friday the 22nd, titled “Building and Maintaining Closer Client Relationships”, features Lisa Kirchenbauer speaking on Holistic Financial Planning, and the Ogilvy Public Relations speaking on building a stronger positive impression of financial planning and trust with your clients. We encourage you to join us, perhaps with a younger/newer member of your firm, at our semiannual Professional Development program. This program will be held at Maggiano’s Restaurant in McLean, VA, and will offer 2 CFP CEU, 2 CIMA, 2 VA Insurance Approved, as well as 2 MD Insurance Pending, and 2 CPA CPE offered. Please see the exciting details of this program in this Newsletter!

The last event on our calendar in March is that your chapter’s executive board is meeting with National FPA’s CEO and its new president. If there is something you would like us to address or ask, please let me know by March 15. As always, you can reach me by email at rfleming@afmfa.com.

Finally, Golf registration is open for our May 1st event! Please register quickly, as the foursomes are already heavily pre-committed. We are cutting registration off at 128 golfers to make the event run more smoothly. 1757 Club in Ashburn is going to be a great location – we think it will be the best event yet and a fitting 20th anniversary tournament.

Best regards,

Ryan M. Fleming, CFP®
2013 President, FPA of the National Capital Area

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