Thursday, October 1, 2015

President’s Message
Ken Robinson, CFP®

Welcome to the fourth quarter of 2015!  Can you believe we are already in the final three months of the year? The leaves are changing colors, and Halloween is right around the corner! Our chapter had some great events this past month, including a very successful day of community service and a superb continuing education luncheon in Bethesda. We are looking forward to another busy month of programs and volunteer opportunities.

The upcoming October luncheon program will be held on Thursday, October 15th at Maggiano’s Restaurant in Tysons Corner. The luncheon will feature two great continuing education presentations. The first topic will be Long Term Care Product Analysis followed by a presentation on Investing for Income. Please click HERE for the details and to register.

WE NEED VOLUNTEERS for our annual Metro Washington Financial Planning Day event on Saturday, October 17th from 9:00 a.m. to 4:00 p.m. at the Columbia Heights Educational Campus in northwest Washington, DC. We are expecting a much larger turnout for this event compared to previous years. CFP® professionals will provide one-on-one counseling and present financial planning workshops to area residents. The benefits are plentiful – providing needed financial information to our community and raising awareness of the importance of financial planning. Please click HERE for more information and to register.

Don’t miss our free Member Breakfast on Monday, October 19th at 8:00 a.m. at the offices of VLP Financial Advisors (8391 Old Courthouse Rd #203, Vienna, VA 22182). This is a great chance to meet and network with your industry colleagues and get plugged in to our chapter activities. Please click HERE for more information and to register.

And finally, the NexGen Study Group will reconvene on Tuesday, November 3rd at the offices of SBSB (8444 Westpark Dr #610, McLean, VA 20148).  If you are 36 or under, please sign up for this opportunity to learn and network with other members of NexGen. Please click HERE for more information and to register.

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

We need your feedback to help us make our programs even better. Please reach out 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