Monday, August 1, 2016

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

Our lunch meeting on July 14th at Westwood CC in Vienna, Virginia featured speaker Michael Finke, Ph.D and Matt Stephani, CFA.  Dr. Finke discussed a New Perspective on Retirement Income Planning.  Matt as a senior portfolio manager with Cavanal Hill Funds and co-manager of their World Energy Fund focused his discussion on Global Energy Consumption.  Both were outstanding, and you can find the slides for their presentations at under Events on the Program Handout Page.

With summer vacation time upon us, we will not be holding any formal meetings with CE in August.  We do have a member Reunion scheduled for August 17 for those long tenured members who remember the days of the ICFP and the IAFP before the merger of the two associations to what we know today as the FPA.  The Reunion will be held August 17 at 5pm at Chima Restaurant.  Please register at

Don’t miss our September 7 Happy Hour at a new location, Brazin’s on Church in Vienna, Virginia. This Happy Hour will offer one hour of CE during the event. John Dedon will present an Estate Planning presentation while we enjoy drinks and appetizers. There will still be time for mingling before and after the presentation. We are excited to bring you this new format for one of our Happy Hours with a CE presentation while we have time to network and mingle, as well. Please register on line at Registration will be limited to the first 50 people due to space limitations.

During September 14-16 the National FPA annual conference will be held in Baltimore.  Registration is currently open at  You can receive $25 off of your registration fee by utilizing the code CHBE16.  This conference has some fantastic key note speakers and many breakout and roundtable sessions and will certainly help planners of all stages of their careers gain knowledge to allow you to further help your clients.

September 22 will be our next luncheon meeting and will be held at Bethesda CC.  Our speaker will be Bob Ciullo with Charles Schwab Advisor Services.  Bob’s presentation will utilize data captured from both clients and successful advisors to provide attendee’s with actionable ideas to develop your business.  Bob calls the discussion, What Your Clients Are Really Looking For in an Advisor – Time to Diversify Your Firm!  Please join us for the event by registering at

In addition, Professor Don Williamson will the speaking on September 22. Don is a professor at American University. His presentation will offer information on the Current Development in Federal Taxation that will impact Your Clients' Investment and business Decisions! As we approach a pivotal election, Professor Williamson's remarks will describe recent developments in the federal tax law that will influence your clients' investment and business decisions and how a Clinton or Trump administration might affect those decisions. One CFP, CIMA, MD Insurance and VA Insurance is pending approval for this session.

October will offer another luncheon meeting as well as a fantastic opportunity to give back to the community at Metro Washington Financial Planning Day at GMU in Arlington.  More information about each event is to come but if you would like to volunteer to provide planning session to the underserved community in our area, please send an email to

Enjoy the summer and the long, hot days that August will bring.  I look forward to meeting you at our next event.

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