Howard Pressman, CFP®
President’s Message
Hello Friends- I can’t believe it’s August already!
The first half of my year as President has passed so quickly, and it’s now time
to focus on the second half. What I am most excited about is that we are
planning to simulcast a monthly meeting to two locations! Members have told us
that they want to attend more meetings, but the required time commitment often
holds them back. You have also been clear that connecting with peers is of
primary importance. We listened and through this new initiative, hope to
continue to foster the networking and friendships that is a hallmark of our
chapter while also bringing the meetings closer to you, so they’re easier to
attend. Our plan is to hold the meeting live in one location, just like always,
but then “beam” the meeting to a second location across the Potomac. You of
course can choose which gathering you would like to attend. We are still
working out some of the details and plan to test the technology at an upcoming
Board meeting before rolling it out live. I know that this is different, and it
may take a few tries to gain momentum, but I believe this will make it easier
for as many folks as possible to connect with our chapter and benefit from our
outstanding programing. Stay tuned for more details on this exciting initiative
and please reach out to me with your thoughts, I would love to hear from you.
July’s most exciting event was the NexGen Retreat held
in DuPont Circle. I arrived late in the day to spend some time with this
energetic and passionate group of planners. Presenters at this year’s event
included Wayne Zell, ESQ, of Odin, Feldman and Pittleman, Claudia Salazar, Psy.
D. and our own Yusuf Abugideiri, CFP®
with Yeskie Buie.
The other event of the month was our Happy Hour with
CE held at the University of Virginia’s Falls Church campus. Tom Galgano, CFA,
with Vanguard joined us to expand upon the popular white paper Advisor’s Alpha.
Afterwards we all headed to Mad Fox brewery for some fun and suds. This was our
first member event at this great facility, and we expect to hold more there in
the future.
August’s events include another Happy Hour and Reunion
at Chima on the 7th Yay! An Allied Professional Cornhole Tournament
on the 15th, where we’ll gather at the Tyson’s Biergarten to connect
with peers from other related disciplines in the financial services world. And
just so the world doesn’t think we drink too much, on the 21st there
will be a NexGen study group held at the offices of SBSB. Please visit our
website for additional details on these events.
Thank you all for your passion, enthusiasm and
professionalism. It’s easy to forget how much of a difference we make in the
lives of our clients. So take a few moments and think about how we change and
improve lives every day and how lucky we are to be Financial Planners! Have a
great month.
All the best,
Howard
Howard Pressman, CFP®
2018 FPA NCA President
