President’s Message
The FPA National Capital Area held its 23rd
Annual Golf Tournament on Wed., May 11th at Westfields Golf
Course. The May rain was not enough to
stop our intrepid golfers from enjoying a great day spent with friends and area
professionals. Having our tournament at
a later date, along with the rain, brought our participant count down to 72
golfers, but the new venue provided a much improved golf course this year. We look forward to a bigger and better
tournament next year which hopefully will include more sunshine.
Our NexGen Retreat was held on Sat., May 21 and
brought together over 25 advisors under 36 years of age who will be the next
generation of advisors to lead our profession.
If you are under 36 or know an advisor under 36, I would highly
recommend they attend the NexGen Study Group in June. The NexGen meetings bring together younger
advisors to share ideas to help them grow and develop within a group of their
peers. From everyone I have spoken to
over the years on the FPA-NCA Board, all those who participated or are
participating in NexGen attributed the group to helping them become a better
planner. The next NexGen Study Group
will be held June 28 at 5pm, registration is available at www.fpanca.org/events.
As we head into the summer months and warmer weather,
we will have our next Symposium on June 9 at the Dulles Hyatt. The list of speakers is impressive, and I
encourage all members to register for the event at the chapter website, www.fpanca.org/events. All the speakers have been approved for 6 CFP®,
CIMA, MD Insurance, and VA Insurance CE credits, plus 2 MD and VA insurance, 2 CFP® and CIMA ethics credits.
Our next lunch meeting will be July 14 at Westwood CC
in Vienna. Our featured speaker will be
Michael Finke, Ph.D. Mr. Finke is Dean and Chief Academic Officer at The
American College of Financial Services.
He will be discussing a New Perspective on Retirement Planning. Along with Michael Finke will be Matt Stephani,
CFA®. Matt is a senior portfolio manager
with Cavanal Hill funds and will be focusing his discussion on Global Energy
Consumption. The July program will also provide 2 CFP®, CIMA, MD and VA Insurance CE credits, pending approval. Be sure to visit the events page for all scheduled
meetings and register at www.fpanca.org/events. I look forward to seeing you
at our next event.
Best Regards,
Dan
Daniel P. Lash, CFP®, AIF®, 2016 FPA NCA President
No comments:
Post a Comment