Friday, December 1, 2017



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

The year is flying by. I hosted my first Thanksgiving this year which has always been traditionally at my mother’s house. Since she passed in January, my father said he didn’t want it at his house this year. I had never cooked a turkey, let alone a whole Thanksgiving meal. It went off without a hitch. The deep fried 15 lb. turkey was the most delicious turkey I have ever had. It used to take my mother 5 hours to cook the turkey. This year it was done in 60 minutes. I recommend if you have never deep fried a turkey, you should give it a try. I hope you all enjoyed your Thanksgiving Holiday as much as I enjoyed mine.

Reminder that in our upcoming meeting, we will be holding the annual membership meeting and will introduce our Board of Directors for 2018. We have a great program on December 7th at Westwood Country Club with 2 presentations. “A Planner’s Perspective on Widowhood” with Marjorie Fox and Tom Curtis in a panel discussing their recent spousal losses and financial planning as planners themselves will be one of our presentations. Also, an economic outlook for CE with speaker Terry L. Clower a Northern Virginia Chair and Professor of Public Policy at George Mason University. He is also director of GMU’s Center for Regional Analysis. Sign up today.

We are excited to be working on a new public relations project, the Why We Work project, with the help of Motley Fool. We will be making video’s initially with the board. Later we will open this opportunity to attendees at this year’s Winter Symposium. The questions raised on these videos will be why we are financial planners and why we do the work that we do.  These will become content for use with the local chapter and the National FPA to promote the profession. Please review the video with Sam Boyd for more information on this project, https://www.youtube.com/watch?v=_MhQddmtqRo.

Don’t forget the upcoming Winter Symposium! Registration is open, so please sign up now for the early bird discount. It will end in one more week, and you do not want to miss this great program! Please see the Newsletter for a full program schedule with speakers and topics.

On February 16th we will hold our annual Career Day hosting students and career changers for internships and full time careers at area firms. We are accepting hiring firms and sponsorships currently. Contact Emily Purdon, emily.purdon@sbsbllc.com, or Jared Jones,  jared@omegawealthmanagement.com, for details, or please register on line to be an interviewing firm.

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.

Maybe we will get lucky and have a white Christmas this year - you never know. Happy Holidays to everyone, whichever holiday you might celebrate and have a Happy New Year!

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

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