Bryan Beatty, CFP®, AIF® President’s Message
It’s hard to believe that it’s October. The temperature today as I write this may top 90 degrees.
In case you missed it, we had an excellent program in September from Mary Beth Franklin from Investment News regarding Medicare Planning. Over 115 people registered to attend this luncheon event! Our Ethics Course was well received by over 90 registered attendees, as well! We also had a September allied professional’s happy hour and CE event with the CFA Society of Washington at the Tower Club, where we outnumbered the CFA’s by a few. This marks a successful networking event with the CFA Society, and we look forward to more of these in the future.
This month on October 12th our luncheon will be at Westwood Country Club with two presentations. Emily Dupree from MFS will present Milestone Information: Mastering Social Security: Benefits for Spouses, Survivors and Divorcees, and Paul Cieslik of American Funds will present a talk about The Advice Revolution. Both will offer great insights on strengthening your client relationships and building a strong investment strategy with your clients. Both sessions are approved for CFP, MD Insurance, VA Insurance, CIMA CE, and CPA CPE will be offered.
Also, we will have another Oktoberfest this year at Tyson's Biergarten on October 19! Mark your calendars, register on line, and please plan to join us for a fun evening outside enjoying the fall weather, the beer and some great food!
We are looking for help for Metro Washington Financial Planning Day on October 28 to be held in Falls Church. Please contact Susan Chesson, firstname.lastname@example.org, to help out.
Coming in November will be another networking opportunity with CE at Maggiano’s in Tyson’s presented by Gary Altman on estate planning. If you are looking to join a Nexgen study group, then you will want to mark your calendar for November 7th. Contact Aaron Clarke for more details, AClarke@acorn-financial.com.
Don’t forget to Do One Thing! Our Chapter Committees always need your help and involvement! Please let us know which area you would like to offer your assistance! I look forward to seeing you soon at our upcoming events.
Bryan Beatty, CFP®, AIF®
2017 FPA NCA President