Monday, July 31, 2017

Bryan Beatty, CFP®, AIF®                             President’s Message

As a very hot July draws to a close with a big cooling front blowing in flooding rains, August is about to heat up for our chapter. Normally we do not have any activities scheduled in late summer, however this year we have 2 social activities:  a member happy hour and the 20th Century Club reunion at Chima in Tyson’s on August 8th, and an allied professionals happy hour and corn hole tournament at Courthaus Social in Arlington the following week on August 15th. 

 NexGen held their annual retreat on July 26th at an Airbnb in Great Falls. It was the largest attendance yet for their retreat.  CFP Board held a forum on their updated standards of professional conduct on July 20th with the comment period ending in August. Professionals have more time to weigh in on the changes. We also held a CE happy hour at Bazins in Vienna. Our speaker was Dan Reilly of Thornburg Investments on “The Current and Long Term Case for Overseas Investing” with an insightful look at economic and market cycles and market valuations.

In September we head back into our luncheon CE programs on September 14th where we have Mary Beth Franklin from Investment News to talk about Medicare and Tax Costs for Retirees. And, we have an ethics course before that luncheon presented by Rita Cheng at 9 am. For once an Ethics CE class that isn’t at 6:30 am in the morning! Register separately for each part of that day.

Enjoy the rest of your summer, but make some time for your colleagues and network. Good luck to the Nationals who lead the division by 12 games. Perhaps they will make the post season very interesting for local fans.

Remember we are always looking for people to get involved and volunteer even if it is just one thing. If you are interested in getting involved on committees and/or on the board in 2018, please contact Howard Pressman, our current President-elect, and discuss opportunities for you for the next year.

            Have a wonderful summer vacation! See you soon!

Bryan Beatty, CFP®, AIF®
2017 FPA NCA President