Wednesday, April 2, 2014




HELEN MODLY, CFP®, CPWA®




Finally, no snow on the ground or in the forecast. Maybe it really is spring, after all.

Our firm was one of the many who interviewed candidates for hire at our Chapter’s first Career Fair in February.  I am happy to announce that we have made offers to two candidates and already have one who has accepted. We couldn’t be more pleased with this event, and I’m sure it will just keep getting better each year.

Jim Pavia and Michael Kitces gave two outstanding presentations in March for our media presentation and our member luncheon. The caliber of speakers and presentations we are seeing this year is the best I ever remember. I have had a sneak peek at some of the programs being arranged for the Spring Symposium on June 20th and I can tell you that it will not disappoint. Please take a look in this Newsletter and see some of our June Symposium speakers that have been booked for this great event.

Having chaired the Programs committee myself one year, I know how much time and effort goes into designing these programs. My hat goes off to all the members of this important committee!


Our annual charity golf event on May 8th is coming up fast-I just wish the daffodils were coming in as quickly. If you have not registered your twosome or foursome, do so soon.  This fun event sells out every year so don’t wait to sign up.

A few members of the executive board will be meeting with our counterparts in the 15 largest chapters next month for an intense day and a half of collaboration on best practices for our chapters. This group, the Alliance Forum, has a great deal of collective experience in getting the most from National FPA for our chapter and provides great information on speakers and programs that have been successful in other chapters.  As one of the largest and most successful chapters in the country, we continue to seek out resources to enable us to continually improve our member experience.

Your comments and suggestions are always welcome.

Warmest regards,
Helen Modly
hmodly@focus-wealth.com

2014 President, FPA of the National Capital Area
 

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