Monday, October 30, 2017

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

We are winding up the year with a flurry of activity. As we wrap up October, the fall weather has finally arrived. We are half way through the football season, and we are still waiting for a World Series Champion. Too bad the Nats could not get to the championship game again this year. The holiday season is fast approaching, and we have a ton on tap for the remainder of the year, as well as the beginning of next year.

Over the weekend, we provided volunteers and support for Metro Washington Financial Planning Day with dozens of volunteers doing great pro bono work. Earlier this year Pro bono committee volunteers assisted at Goodwill headquarters and at Goodwill’s adult charter high school in downtown DC for financial education and counseling. Overall, there were 19 requests for 1-1 pro bono coaching.  This is a great start as we build on our partnership with Goodwill. Additional details on how you can get involved in this new program with Goodwill will be available soon.

Don’t miss out on this week’s Happy Hour with CE at Maggiano’s at Tysons Corner. We will have a CE presentation on Estate Planning with Gary Altman, with a 5 PM start. Refreshments will be provided. Join us for a great presentation and a fun networking event while earning additional CE.

In December, our luncheon has 2 presentations. “A Planner’s Perspective on Widowhood” with Marjorie Fox and Tom Curtis will present on a panel discussing their recent spousal losses and financial planning as planners themselves. Also, we will have an additional presentation on the Economic Outlook with speaker Terry L. Clower, who is the Northern Virginia Chair and Professor of Public Policy at George Mason University. He is also director of GMU’s Center for Regional Analysis. Dr. Clower’s presentation will offer CE. Sign up today! At the December Annual Meeting, we will introduce you to our 2018 Board. You may review our Board slate in this month’s Newsletter.

We are excited to be working on a new public relations project, the “Why We Work” video project with the help of Motley Fool. We will be making video’s initially with the board, and later we will open this opportunity to attendees at the 2018 Winter Symposium. Why we are financial planners and do the work that we do will be the focus of these videos. They will become content for use with the local chapter and the National FPA to promote the profession. Please see more details in this month’s Newsletter, or review the link to learn how you may participate. Help us help you by putting the person back in personal-finance. After all, it's why we work. See the announcement here:

Don’t forget the upcoming Winter Symposium. Registration is open. Please sign up now for the early bird discount. 

The next NexGen Study group is November 7th at Sullivan, Bruyette, Speros and Blayney (SBSB) 5 pm. And, NexGen will be leading a Day of Service on November 10 in Washington, DC, as well. Please contact Aaron Clark for more details.

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.

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