Monday, October 31, 2016

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 for further details.

On November 15, we will host our NexGen Study Group.  If you or a member of your office is 36 or younger and would like to share ideas and learn with your peers, be sure to register for this regularly scheduled study group of your NexGen peers.

We will host our final chapter meeting of the year on December 15, which will also be our Annual Membership Meeting. We will have two great speakers so be sure to register for this event soon as space is limited and we always sell out.

Looking ahead, make sure to mark your calendar for January 30, 2017, which will be our Annual Winter Symposium, as well as our Ethics Course offering.  This is the largest attended meeting of the year and will offer 7 CE credits for the day, plus 2 Ethics CE, all pending approval.  Early registration is recommended to secure your spot; sign up for this and all of these events at

I look forward to seeing you at our next event.
Best Regards,
Daniel P. Lash, CFP®, AIF®
2016 FPA NCA President