Wednesday, December 3, 2014



President’s Message


Helen Modly, CFP®, CPWA®





There is still time to nominate a colleague for one of our outstanding member awards that will be presented at the January symposium. Please visit the chapter website for a link to vote. Our December luncheon will feature Dr. Stephen Fuller from George Mason’s Institute for Regional Analysis giving his last presentation before his upcoming retirement. We have benefited greatly from his work over the years and will be presenting him with a Community Impact Award at the luncheon.

After what is usually a busy Holiday season, we will be starting the New Year off with our January Symposium arranged by our Chairman Ryan Fleming. Information about the agenda and the great roster of speakers is also available on our chapter website. Be sure you are registered for both the December lunch and the January symposium as both these events have limited space and are usually fully booked.

As this is my last President’s message, I thank all of you for your kindness and support during the past year. I have really enjoyed getting to know so many of you. As always, please feel free to email me with any comments or suggestions.

Warmest regards,

Helen Modly
hmodly@focus-wealth.com
2014 President, FPA of the National Capital Area

Saturday, November 1, 2014



Helen Modly, CFP®, CPWA®

Aloha!

As you read this, I will be drinking something fruity with a little paper umbrella in one of the most beautiful places on earth. When I return, there are only two more lunch programs, and I am looking forward to both of them, as well as to our January symposium. On November 20, we will have Rich Weiss from American Century Investments speaking on the “Essentials of Target-Date Design Analysis”, offering one CEU for the program. Following Rich Weiss, Janet Bodnar from Kiplinger Personal Finance Magazine will speak on “What do Readers of Kiplinger’s Personal Finance want to know?” Janet Bodnar is presented by Calvert Investments.

On December 11, Stephen Fuller will join us for a local and national market update! This program includes our Annual Meeting for the Chapter, as well as a special honor for Dr. Fuller! Don’t miss our last two programs of the year, which will both be dynamic events!

We will be giving out our outstanding member awards at the January symposium, so if you haven’t voted yet, please go online today and tell us who you think deserves this recognition.

As always, please feel free to email me with any comments or suggestions.

Warmest regards,
Helen Modly
hmodly@focus-wealth.com
2014 President, FPA of the National Capital Area