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 www.fpanca.org 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 www.fpanca.org/events.
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 www.fpanca.org/events. 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 www.fpa-be.org/register. 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 www.fpanca.org/events.
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 board@fpanca.org.
Enjoy the
summer and the long, hot days that August will bring. I look forward to meeting you at our next
event.
Best Regards,
Dan
Daniel P. Lash, CFP®, AIF®
2016 FPA NCA President
