Tuesday, September 2, 2014

Helen Modly, CFP®, CPWA®

If you have not yet had the chance to explore our new website (www.fpanca.org) please log-on and browse around for a few minutes. Peggy had done an outstanding job of working with our contractors to give us a bright, clean, easy to use site.

September 11th has become a national day of service for many individuals and organizations. Our NexGen chapter has a day of community service planned for NexGen members. See the website if you are interested.

We will have our Ethics CE presentation by Dan Candura on Thursday, September 18, at Maggiano’s in Tysons Galleria mall. Following ethics, our lunch presentation by Scott West from INVESCO promises to be interesting and valuable. Who couldn’t use a few tips in appealing to our client’s emotional side of the brain once in a while? We have all seen how strongly client emotions can sway their judgment on financial issues.

We will have a member breakfast on Friday, September 19th at Armstrong, Fleming and Moore’s offices in Washington, DC starting at 8:00 am. Our chairman, Ryan Fleming will be the host, and many of our board members will be there, as well.

We have many great programs on the schedule for the fall and I hope to see you at one or more of them. As always, please feel free to email me with any comments or suggestions.

Warmest regards,
Helen Modly
2014 President, FPA of the National Capital Area