Ryan M. Fleming, CFP®

President’s Message

It is sad to see summer go because it means less golf, but it’s also an exciting time for us with a full agenda for FPA-NCA. As the final quarter of my tenure as president opens, we’re looking at nearly a dozen great events to wrap up 2013. There should be a little something for everyone, so I’m hopeful that each of you gets out of your office to at least a couple of things this fall.

The biggest event of the year is Metro Washington Financial Planning Day (MWFPD). The 2013 event has been scheduled for the first Saturday in November. This event drew over 300 attendees last year, so we’re looking for another huge crowd and great pro bono effort from the chapter. This national Financial Planning Day event is coordinated by FPA, CFP Board, U.S. Conference of Mayors, and the Foundation for Financial Planning. Details:

Saturday, November 2, 2013
Columbia Heights Educational Campus
10:30 a.m. to 4:00 p.m.
(volunteers to arrive by 9:30 a.m.)

Our committee is co-chaired by chapter members and past participants Melissa Sotudeh and Jim Sprung. Melissa is working on facilities, volunteers, and coordination with partners at CFP Board and the Mayor’s office, and Jim is working on outreach to community organizations, non-profits, colleges, and media to generate an overwhelming number of attendees who want to improve their financial lives. Consider volunteering or forwarding event details to your neighborhood email thread or posting on all of your social media outlets.

Another neat event that I mentioned in the last note is the semiannual FPA-NCA and FPA NexGen happy hour. September’s event is two weeks away: September 24 from 5p to 7p at Chima Steak House on Towers Crescent in Tysons. Turnout looks robust. If you like talking, come to share your story as an advisor, whether you’ve been in the business for 5, 10, 15, or 50 years – the next generation of planners who will be working with your clients when you’re retired need to hear battle stories, wildly successful ideas, and be engaged by each of you. They don’t want

to be an owner tomorrow (well, perhaps they might, but then again so did you when you were getting started), but they will be owners soon enough. Please consider taking some time to come for drinks (we’ll buy the first one) and free appetizers. And also consider nudging your 20- to 35-year old colleagues to both attend the event and join NexGen. Leadership in our area is incredible, with Jennifer Quigley (national NexGen president) and Laurie Belew (FPA-NCA board member) engaging their peers at a level we weren’t engaged with in our twenties and early thirties. They’re breaking the mold, and you need to be involved as mentors or members. Come on out for a couple hours and meet them.

 

More on our programs for the fall are detailed on pages 3, 4, 9 and 10. We have included details on our September and October programs, as well as our Winter Symposium! Also, please remember to vote for our 2014 FPA NCA Board detailed on page 6. Thanks for taking a few minutes to read this note. As always, if you have any questions, concerns, suggestions, or just want to say hi, please feel free to reach out to me or any of my fellow board members. All of our contact info is on the last page of the newsletter, every month. Looking forward to seeing you at one of our events soon!

 

Best regards,

 

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