Thursday, August 30, 2018

Howard Pressman, CFP®
President’s Message

“Nobody on the road,
Nobody on the beach
I feel it in the air
The summer's out of reach
Empty lake, empty streets
The sun goes down alone”

Those are the lyrics to my favorite song; Boys of Summer by Don Henley, and they perfectly sum up how I am feeling this time of year.  But, as I am sad to say goodbye to summer, its slower pace and opportunities for planning and reflection, I am also glad to move into autumn and getting back to full speed. I hope you were able to spend some time on a neglected project or two or even something you’re passionate about. 

There wasn’t a whole lot going on in the chapter during August. We had a happy hour and reunion at Chima, which was so much fun. If you’ve never attended one of our reunions, I highly encourage you to join us. One thing I’ve always been amazed at is how many pioneers of our profession are members of our chapter. Having the opportunity to chat with the people who literally created financial planning as we know it today is an amazing and inspirational experience. 

We also had an Allied Professionals happy hour at the Tyson’s Biergarten which was very well attended. I spoke with quite a few people and made some great new contacts. 

We have an action-packed September in store for you, starting with an Allied Professionals event with CE on the 6th. Our regular monthly meeting is in Bethesda on the 13th where we’ll start the day with an ethics presentation from Dan Candura and then have James Philip Head Esq. of Williams Mullen to help us plan the effective transfer of our clients’ closely held business interests to the next generation. Friday, the 14th is the chapter’s Day of Service. Join NexGen and other members as we lend a hand at the Northern Virginia Family Service Clock Tower Thrift Shop in Falls Church. On the 18th, MoneyGuide Pro will be hosting a webinar on Delivering Consistent, High Value Advice. If that all wasn’t enough, we finish up September with an Allied Professional happy hour on the 26th. Please see our website to learn more and sign up for these great events. It’s also not too soon to be thinking about Metro Washington Financial Planning Day which will be held on October 20th. This is another rewarding event and a great way to help others and feel the power of financial planning. 

I hope you had a great summer, that your batteries are recharged and you’re excited about the rest of the year. Thank you for all that you do for your clients, our profession and each other. The conversations I have with my peers in the FPA always motivates, energizes and encourages me. If you haven’t made it to a meeting in a while, please join us, you’ll be glad you did. 

All the best,
Howard Pressman, CFP®
2018 FPA NCA President