Bryan Beatty, CFP®, AIF®
As we close out February, I can’t help but note that we are setting a record for the warmest February in recorded history by about one half of a degree in temperature. I keep thinking about all the extra days of golf that I could have played if it weren’t for work, moving our company office, the birth of my 2nd daughter and the move of my personal residence all in the month of February. Oh and then there was the incredible FPA Career Fair where over 60 applicants from area CFP programs interviewed for positions with local chapter firms.
Can March get any better? I looked out 15 days on my Weather Channel app on my phone and it looks like the good weather pattern may take us all the way to St Patrick’s Day!
We have a dynamic program scheduled for the March 16th luncheon with a PR Training Workshop at 10 am with Ben Lewis, the FPA Director of Public Relations. That will be followed by ALM Advisors, Inc. Chief Economist Roger Arnold, who will present “Applying the Global Metanarrative”. The Global Metanarrative is an integral part of a comprehensive mental system of organizing data so that it may be remembered easily and recalled for processing into information by an individual. It is not an ideology and is not pro or anti anything. The Metanarrative is made up of four main parts that represent the primary issues that are common to all countries, societies, individuals and humanity generally. Those four parts are energy, technology, debt and demographics. Don’t miss this presentation and see how these factors will affect our economy in the near term.
In April we have a post-tax day Happy Hour with CE at Maggiano’s in Chevy Chase with Gary Altman as our speaker. He will present “The 12 Biggest Estate Planning Mistakes”. One CFP, one CIMA, one MD Insurance and one VA Insurance are pending approval for this program. Don’t miss this opportunity to network with colleagues, earn CE and enjoy appetizers and drinks as we celebrate the end of tax season!
Don’t forget to sign up for our Charity Golf Event May 3rd at Westfields Golf Course in Clifton VA. We have upgraded our dinner menu to include a delicious buffet following golf! This will be a fun event aimed at raising funds for the Foundation for Financial Planning and our chapter pro bono program.
We’re gearing up for a fantastic June Symposium focused on “Navigating Change in the Age of Uncertainty”. There’s a lot that is changing in our clients’ lives and our businesses thanks to a shift in Administrations, a changing Fed policy and demographics that are forcing people (clients and advisors) into transitions on an ongoing basis.
This year’s Spring Symposium will be divided into 2 sections:Helping Your Clients Navigate Change Successfully and will feature a keynote presentation by Wade Pfau, PhD, CFA Professor of Retirement Income at the American College and Director of Retirement Research at McLean Asset Management. We’ll then put the focus on you as we explore Navigating Change in Your Own Practice featuring Bob Veres speaking about where the profession is going and where it needs to go. We’ll have the usual sessions on technical topics and hopefully give you tools that will help you navigate 2017 and beyond! Additional details and registration will be announced soon!
I look forward to seeing you soon at our upcoming events.
Bryan Beatty, CFP®, AIF®
2017 FPA NCA President