Dan Lash, CFP®, AIF® President’s Message
October came and went too fast, but not without some great FPA NCA events! Our new happy hour location, Tyson’s Biergarten, also proved to be a great choice, and it was fun to see all of you there. We’ve got a great line-up of events to finish off the year…
On November 3, we will host another great luncheon at Bethesda Country Club with guest speaker Rolf Kelly, CFA, Portfolio Manager and Managing Director with Thornburg Investment Management. Rolf will present “Sustainable Investing as Performance Investing.” In addition, we will have Hannah Ubl from Bridgeworks to discuss “When Wealth Changes Hands.” Hannah is a generational expert and a millennial who thrives on studying what motivates, forms, and challenges her complex generation. Hannah has delivered her dynamic presentations to companies such as Cisco Systems, GE Energy, Ralph Lauren, BlueCross BlueShield and Securian. One hour of continuing education credit for CFP® and CIMA®, as well as VA Insurance CE has been approved, and CPA CPE will be offered. We hope to see you there.
On November 11, all of our members will have the opportunity to give back to the community with our annual NextGen and Members Day of Service. FPA NCA will be partnering with Northern Virginia Family Services at their Bailey’s Crossroads Community Shelter to make lunch for the residents, as well as sort through their clothing sheds organizing the clothes for resident use. In addition, the shelter could use many donations for the residents, so please review our list of needed items, and bring something to one of our drop off locations prior to Nov. 8. Please check our website at www.fpanca.org/events for further details.
Daniel P. Lash, CFP®, AIF®
2016 FPA NCA President