Tuesday, June 28, 2016

Dan Lash, CFP®, AIF®
President’s Message

The Spring Symposium on June 9th at the Dulles Hyatt was an outstanding all day meeting with over 200 in attendance.  Attendees heard from many outstanding speakers from Michael Kitces to Carolyn McClanahan.  The Symposium titled “Bridge the Gap” truly lived up to the name as it  focused on planning for Millennials through to the Silent Generation.

We also celebrated our 2015 award winners, David Goldstein (Planner of the Year), Ryan Fleming (Norma Severn Leadership), and Glenn Kautt (Lifetime Achievement).  All of our award winners were nominated by our members and  are all well deserving of these accolades for their achievements in our profession.  If you see any of them at our  next meeting, please be sure to congratulate them again.

Our ever-growing NexGen community held their most recent meeting on June 28.  The speakers were Eleanor Blayney and Michael Kitces.  If you are  a planner under 36 (or know of one), I would highly encourage you  to join our very active NexGen group and attend their Study Sessions.

Our next lunch meeting will be July 14th at Westwood Country Club in Vienna, Virginia.  Please note our new Virginia Luncheon location in Vienna. Our featured speaker will be Michael Finke, Ph.D.  Dr. Finke is Dean and Chief Academic Officer at The American College of Financial Services.  He will be discussing a New Perspective on Retirement Income Planning.

Along with Michael Finke, we will also have Matt Stephani, CFA® speaking.  Matt is a senior portfolio manager with Cavanaugh Hill Funds and will be focusing his discussion on Global Energy Consumption.  This July program has been approved for 2 CFP®, 2 CIMA® and 2 VA and 1 MD CE credits.

Be sure to visit the events page for all scheduled meetings and to register at www.fpanca.org/events. No events are scheduled for August so enjoy the summer.  We have a full lineup of events for the remainder of the year starting in September and Metro Washington Financial Planning Day at George Mason University in Arlington in October. Please note that our Metro Washington Financial Planning Day event will be in the new GMU location this year. I look forward to seeing you at our next event.

Best Regards,
Daniel P. Lash, CFP®, AIF®

2016 FPA NCA President

Monday, June 20, 2016

NexGen Gathering Success!
Aaron Clarke

If you had the luxury of attending the 2016 NexGen Gathering in Dallas, TX, then this post will not surprise you! Instead, I hope you feel encouraged to add to the forum and share your experience!

With only 107 attendees this year, this conference flies low on the radar, but it surely won’t stay this way for long as it sells out faster each year. Everyone leaves feeling inspired to mature to help better themselves for the sake of their clients. One may ask how this is possible, but it is quite a simple concept really. You decide the forum of topics on Friday and spend the day on Saturday in smaller group sessions just discussing personal & professional hurdles or goals, latest academic research material, or gathering information on a variety of subjects. The topics can be anything you are interested in, so everyone has a group to learn from. This is where the magic of the weekend lives.
NexGen’s vision: “To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession.” By truly serving this vision there are over 100 members in attendance who are working with mentors to gain knowledge during daily life, and one weekend per year they show up to learn from and teach others – facilitating the transition of knowledge.
For those of you who were in attendance this year or have attended in the past please post back to this forum sharing your best takeaway or most memorable experience. Please keep the vulnerability going and share your experience so others can see how powerful the event can be.
Act on the Call to Share Here: FPA NexGen Connect Forum