President’s Message
Happy Summer! I hope you’re
enjoying it as much as I am. It feels a lot busier this summer with more active
clients than in years past, but it’s good to be busy, so no complaints here.
FPA is pretty quiet in the summer, but that doesn’t mean we stop working. There
is a lot to plan for fall, and we file our Roadmap to Success this month, which
creates a framework for our 2014 board of directors’ strategic planning
meeting. One of the results of that filing with FPA National is the Gold Level
Chapter banner that you see hanging on the lectern at every event. The chapter
also usually receives an Outstanding Achievement Award for one of our events or
programs – pro bono, golf, and strong chapter governance have received awards
in the past, as well as career development and membership.
Before we get into our fall plans,
we need to ask for help. Melissa Sotudeh has volunteered to help coordinate the
planning of the 2013 Metro Washington Financial Planning Day (MWFPD). This is
the fourth annual MWFPD, and the event is put on nationally in conjunction with
the Foundation for Financial Planning, CFP Board, FPA National, and U.S.
Conference of Mayors. We are in need of volunteers for the event, so please
look for our email announcements in another month calling for volunteers for
the event. We have one individual who is going to be responsible for volunteers,
and Melissa will coordinate with Eddy Demirovic at the CFP Board, with the
Mayor’s office, and with the facility, Columbia Heights Educational Campus. The
only on-site day is the day of the event, tentatively set for Saturday, October
26th. We had 100 brave souls and 50 volunteers our first MWFPD and
over 300 attendees in 2012. It’s a great way to build your pro bono bona fides
and would be a huge assist to the chapter. The CFP Board does a ton of work
(they’re in our back yard), and the people who arrive for counseling are very
grateful for the volunteers who help that day.
September has two programs – a
two-credit-hour luncheon preceded by a free-to-members CFP ethics program. The
Advisor/Client Connection: Five Core Principles for Mastering Interpersonal
Relations is presented by Dan Finley, President and Co-Founder of Advisor
Solutions. It is separated into five parts and looks like a neat presentation
for new and experienced advisors. You are encouraged to bring a NexGen
colleague with you – even better, make it a non-FPA-member staffer to give them
a taste of our chapter. September 12th at Bethesda Country Club.
The second September program is the
second of our semiannual FPA – FPA NexGen happy hours. The first was a runaway
success, so we’ve upgraded the facility. If you’re not familiar with NexGen,
then you’re clearly not reading my ramblings. In May
and June,
fellow board member Laurie Belew authored a What and Who is NexGen for the
uninitiated. The happy hour is a great opportunity for chapter luminaries and
successful advisors to mix and mingle with the 36-and-under set in the
profession. Some in NexGen are owners of practices, others are senior advisors,
and others are fresh out of college. They are many and varied in our chapter.
We benefit from having them at events and vice versa. But this particular event
gives us an opportunity for quality one-on-one time in a relaxed atmosphere. It
will be September 24 from 5p to 7p at Chima Steak House on Towers Crescent in
Tysons. Very few people knew each other at the last event, so don’t be shy –
we’re great at integrating newcomers into the fold.
October 10 at Maggiano’s in Tysons
is the new member reception at 10:30a, an informal gathering of board members
with new-to-chapter or new-to-meetings members. Following this is a neat
program on Succession Planning by Sameer Somal of Blue Ocean Global Wealth.
Enjoy the rest of your summer. See
you in September.
Best regards,
Ryan M. Fleming, CFP®
2013 President, FPA of the National Capital Area
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