Wednesday, July 8, 2015

Ken Robinson, CFP® 

President’s Message

Welcome to July!  Based on recent temperatures, I’d say summer has definitely arrived!  I hope everyone is staying cool and enjoying some vacation time.  Our chapter had another great month of events in June.  Our annual Spring Symposium was a huge success with the highest turnout we have seen in years.  The final presentation of the day by Ed Slott was very popular and received excellent reviews.

Our chapter was also well-represented this past June during FPA Advocacy Day on Capitol Hill.  Members from our chapter visited the offices of our Senators and Representatives in Congress and raised awareness on a variety of key issues facing our industry.

Coming up this month, we have another excellent luncheon program scheduled for Thursday, July 16th at Maggiano’s Restaurant in Tysons Corner, VA. We have two superb speakers lined up for this event to educate us on two very timely subjects.  We will begin with Lisa Kirchenbauer presenting “5 Essential Skills of an Exceptional Planner” followed by David Taube who will help us better understand “Financial Planning for Same Sex Couples After the Supreme Court Ruling.”  Please click HERE to register.

Also in the month of July, we will have another gathering of our NexGen Study Group on Tuesday, July 21st at the offices of Sullivan, Bruyette, Speros and Blayney.  If you are 36 or under, please click HERE to sign up for this outstanding opportunity to learn and network with your NexGen colleagues.

On Saturday, August 8th, we will have our first ever FPANCA Night at the Ballpark for the Nationals vs Rockies baseball game at Nationals Park!  Our group will be seated together in right field just below the Family Picnic Area; we have reserved the family picnic area starting at 5:30 PM until the start of the game at 7 PM.  The ticket price is only $40 per person and includes game admission as well as a classic picnic package consisting of burgers, dogs, field greens, chips, assorted soft drinks, and water melon wedges.  We have a limited number of tickets so once they are gone, they are gone!  So please register HERE soon!

And finally, to close out the summer, we will have an FPANCA Happy Hour event on Wednesday, September 2nd at Chima Restaurant in Tysons Corner, VA.  Come out and celebrate the end of summer with your colleagues! Please click HERE for the details and to register.

Please visit our Community Calendar for a comprehensive list of upcoming events, and then add them to your calendar!

Also, we want to congratulate our FPA NCA Members who were chosen for Investment News “40 under 40” list for 2015! Congratulations go to Rose Price, Rianka Dorsainvil, Marcio Silveira, and Steve Starnes (who recently moved out of our chapter area). Congratulations to these FPA NCA members, and please read their profile info included in Investment News in this Newsletter.

We need your feedback and suggestions to help us make our programs even better. Please reach out to us with your thoughts and ideas.  The contact information for our Board of Directors is listed HERE.  And please get involved and volunteer for one of our committees.  It is a great way to make an impact and to build new relationships with your colleagues.

Best Regards,
Kenneth C. Robinson, CFP®
2015 FPA NCA President