Dan Lash, CFP®, AIF®
President’s Message
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!”
Metro Washington Financial Planning
Day (MWFPD) will be held on Saturday, October 22, at GMU in Arlington. This
event provides pro-bono financial planning to those in the DC Metro area who
could not otherwise afford our services.
We anticipate attendance at over 300 people throughout the day, so this
is your chance to give back to the community while promoting the profession we
all love. MWFPD can’t happen without our
membership, so please register to volunteer at http://financialplanningdays.org/event/metro-washington-financial-planning-day-volunteer-info.
I look forward to seeing you at our
next event.
Best Regards,
Dan
Daniel P. Lash, CFP®,
AIF®
2016 FPA NCA President
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