Dan Lash, CFP®, AIF®
Can you believe it’s October already? I’m looking forward to enjoying the cooler weather, the changing foliage, and the variety of fall festivals that make our area so enjoyable this time of year. FPA NCA also has some great October events planned, as well as a fantastic way for you to give back to the community...
On October 14, we will host our next luncheon program at Westwood Country Club in Vienna, VA, featuring Joe Richardson of Jefferson National. Joe will present “The Great Wealth Transfer, Shifting Assets from Baby Boomers to Millennials.” Joe will share his years of experience working with advisors to explain the opportunities and complexities of shifting assets from one generation to another. In addition to our guest speaker, we will also have a panel discussion on succession planning. The panel will consist of advisors who have bought and sold a practice, using both internal and external succession plans. This will be a great way to gain some helpful ideas directly from your own peers on how to structure your succession plan, so be sure to register for this event at www.fpanca.org/events.
On October 20, FPA NCA will host our first Octoberfest from 5-7pm at Tyson’s Biergarten! This will be our first event at this new Tyson’s hot spot, and should be a great time with beer from around the world and traditional German food. Beers and brats, what could be better than that? “Prost!”
Daniel P. Lash, CFP®, AIF®
2016 FPA NCA President