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: https://www.youtube.com/watch?v=_MhQddmtqRo.
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 AClarke@Acorn-Financial.com 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
Bryan Beatty, CFP®, AIF®
2017 FPA NCA President
