Bryan Beatty, CFP®, AIF®

President’s Message

As of the day I am writing this month’s message to you all, the new administration has already used 12 executive actions and 4 executive orders in the first 6 days to repeal many of the orders executed by the departing administration. The problem with executive over reach is – it is easily undone.  One of the big questions facing our industry is whether or not the DOL Fiduciary rule will be either delayed or repealed. Either way, the industry’s move to embrace the #fiduciary standard is underway and unlikely to stop. Nonetheless, the impact to our industry will be profound in terms of the advisors in our industry, the types of practices that prosper and the make-up of our membership.  Embrace the change and get prepared for the new future. That is the general theme of this year’s programs “Navigating Change in the Age of Uncertainty”.

Are you looking to hire in 2017? The Career Fair is in February when we give recent CFP candidates from colleges, as well as career changers, the opportunity to interview for local positions in financial planning and offer them guidance. The spots for hiring are filling up fast and closing soon. This is one of the most successful career days of all the FPA chapters.

In March, we will host our media training day with Ben Lewis, Director of Public Relations for FPA, alongside our normal CE luncheon. If you want to learn how to become a trusted media source and obtain PR, then you should attend this training. The FPA Media Source provides opportunities to be interviewed in print and video almost daily and sometimes multiple times a day.

Our luncheon CE program in March will feature Roger Arnold, Chief Economist, ALM Advisors, Inc. His presentation will discuss Applying the Global Metanarrative, which includes a discussion about the probable public policies that will be pursued by this Administration and Congress, including monetary and fiscal policy, tax policy, regulatory outlook and the economic, political, military and social relationships that the US has with other countries. This program will be held at Bethesda Country Club. We hope you will attend.

There are opportunities to volunteer for Pro Bono work. FPA is teaming up with the Foundation for Financial Planning and AARP to test a new concept in delivering pro bono financial planning advice to the public. We will be participating in “pop up” events throughout the year. Please respond to our email announcements as those opportunities are announced.

Best Regards,

Bryan

Bryan Beatty, CFP®, AIF®

2017 FPA NCA President

BBeatty@EBWLLC.com