Dan Lash, CFP®, AIF®
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
Daniel P. Lash, CFP®, AIF®
2016 FPA NCA President