Wednesday, November 30, 2016

Dan Lash, CFP®, AIF®                        President’s Message

I hope you had a wonderful Thanksgiving with friends and family.  We’ve had a great year of FPA NCA meetings and events, and of course a few challenges along the way!  While the January blizzard tried to put a wrench in our Winter Symposium, our Peggy Nelson and our Board shifted gears quickly.  Our event went on with remote access to our speakers, allowing for full CE credits, which was quite a feat! In February, our Career Day grew for the third year, providing significant value to all the employers in attendance, as many full-time and intern positions were filled.  Our monthly luncheon meetings offered a wide variety of expert speakers and topics, and were hosted in locations in both MD and VA to help meet the logistical needs of all of our members.

On December 15, we will host our Annual Membership Meeting, the chapter’s final meeting of the year. This meeting will include two great speakers as well as a vote on the chapter’s 2017 Board of Directors, so please plan to attend to vote. Our first speaker will be Gary Altman, JD, CFP®, with a discussion of the realities of estate planning, including how the new President may impact estate tax, possible newly proposed regulations and policies, a review of who needs Estate Tax Planning and why, and the risks involved in neglecting this planning. Gary will also share techniques and planning tips that can prevent family discord after death, as well as ideas for protections against elder abuse and other potential pit falls.

Our second speaker is Pavlina Tcherneva, PhD, Associate Professor and Chair at the Department of Economics at Bard College.  Paulina is also a Research Associate at the Levy Economics Institute and a Senior Research Scholar at the Center for Full Employment and Price Stability.  She will be discussing post-election thoughts for the economy and financial markets.  Be sure to register for this event at  as space is limited and it always sells out.

Looking forward, don’t forget to mark your calendars for January 30, 2017, which will be our Annual Winter Symposium.  This is the largest attended meeting of the year and will offer 7 CE credits for the day, plus Ethics, all pending approval.  There are too many great speakers to mention here, but one will be Andy Friedman presenting “The Washington Update – Income Tax and Fiscal Policy.”  According to CNBC, Andy Friedman is “one of the nation’s most sought-after speakers on all things political.” As an expert on all political affairs, Andy is known for predicting the outcomes of Washington tax and fiscal deliberations, and for providing financial advisors and investors with strategies to consider in light of changing political landscapes. Be sure to view the agenda and register at

I would like to personally thank the 2016 Board of Directors for their exceptional job running a great chapter, and for helping me make it through the year as chapter president.  A special thank you to Peggy Nelson, who, as most of you know, is our executive director and the reason our chapter is able to function at a nationally recognized level.  I wish all of our future board members the best of luck - please know I am always available to help when needed.

Enjoy the holidays and have a Happy New Year.

Best Regards,

Daniel P. Lash, CFP®, AIF®

2016 FPA NCA President