Saturday, November 1, 2014

Helen Modly, CFP®, CPWA®


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
2014 President, FPA of the National Capital Area