Howard Pressman, CFP®
President’s Message
Hi. Now that tax season is behind us, hopefully you
have some time to come up for air and focus on other things. You may have even
noticed that Spring has finally arrived. As you consider how to invest your
time in the coming months, may I suggest our Spring Symposium? We have a
fantastic lineup of speakers this year including The Emotional Investor, Jay
Mooreland, founder of the Behavioral Finance Network. Jay will help us to
better communicate with our clients.
In addition to National Pecan month, April was also
Financial Literacy Month. On the 25th, (which was World Penguin Day)
the chapter joined forces with A Call For Action and 7 on Your Side to host a
call-in event at ABC Channel 7. During this two hour event, we answered 110
calls from consumers seeking our advice. A big thanks to Shellie Peters, Jim
Simos, Christopher Mellone and Sarah Graham for volunteering to help at this
event. Also in April, we partnered with Goodwill at their annual RISE event
which celebrates and educates their employees. A special thanks to Doug Keegan
for coordinating and volunteering at this event which provided pro-bono advice
to seven people.
Peggy and I went to Phoenix to attend the Alliance
Forum, which is a gathering of leaders of the largest FPA chapters. We spent
the better part of our day and a half meeting sharing best practices and
brainstorming about the challenges each chapter faces.
Upcoming events include our Annual Charity Golf
Tournament on May 2nd. In June we’ll have Advocacy Day on Capitol
Hill which is a great opportunity to interact with your legislators and inform
them of the importance of financial planning. June 8th is our Spring
Symposium at the Dulles Hyatt. As I mentioned before, you don’t want to miss
this event. And last but not least, on June 19th, NextGen will hold
a study group session at the offices of SBSB in McLean.
Just so you know, May is National Salad Month and
National Barbecue Month. I know which one I’ll be celebrating. Have a great
month and as always, I appreciate everything you do to make your clients’ lives
better and to advance our profession. Thanks for your passion!
All the best,
Howard
Howard Pressman, CFP®
2018 FPA NCA President
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