Monday, December 31, 2018

Chris Rivers, CFP®
President’s Message

Happy New Year! The month of January is often thought to be named after the Roman god Janus, who had two faces - one looking to the past and one to the future. In modern times, January often finds us reflecting on the afterglow of the holiday season, while planning for the future through New Year’s resolutions. Within our FPA community there is much to look forward to in 2019, including some significant potential changes on the horizon.

First, this year’s Winter Symposium on January 21st promises to be one of the best financial planning conferences of the year. Our program this year focuses on communication and the future of delivering financial planning advice to your clients. We are thrilled to have a lineup of speakers that includes Kathleen Burns Kingsbury, Kay Bransford, Joe Carbone, and more.  

We look forward to the opportunity to present our Outstanding Service Awards to three Outstanding Members: Alexandra Armstrong, CFP®, Dick Vodra, CFP®, and Dan Lash, CFP®. Please see our announcement about these Outstanding Members in this Newsletter. From there, our annual Career Day takes place on February 15th, where you’ll have the opportunity to meet many talented students and job seekers. In March, we will welcome Ben Lewis, Director of Public Relations for FPA, to present our annual Media Training program. In addition, that same day we have retired FBI Special Agent Jeff Lanza speaking to the chapter on cybersecurity issues, a topic that should be foremost in all our minds. More programs for 2019 will be announced soon, so stay tuned!

Speaking of looking forward, many of you have likely seen the information released by the FPA national office in November, proposing significant changes to the structure of the national organization and its chapters for 2020 and beyond. While many of the proposed changes focus on the internal relationship between FPA and its local communities, they are sure to have an impact on our local chapter and our programs. The depth and breadth of the changes are so significant, that they are impossible to summarize here. 

I ask everyone who values their FPA membership and the community we have built in the National Capital Area, to visit the microsite FPA has created explaining the changes, at  

Significant discussion of the merits and drawbacks of this plan has already begun online in several venues.  In particular, I encourage you to read the analysis of the proposed changes published by Michael Kitces on his blog here, the discussion between Bob Veres and the FPA board published on his blog here  and here, as well as the robust discussion initiated by current FPA NCA chairman Howard Pressman on FPA Connect here.

In conjunction with the proposed changes, we are hosting a OneFPA listening tour visit with leadership from FPA national, on January 22nd, at 2pm at the UVA facility in Falls Church. More info on the event is available on our website.  If you have questions or want to engage in discussion about the proposed changes, please consider attending. We are fortunate to have the ability to provide direct feedback to those shaping the future of the Financial Planning Association, including executive director Lauren Schadle and FPA national president Evelyn Zohlen.

In the meantime, a heartfelt “Happy New Year,” to everyone in the National Capital Area chapter. 

All the best,
Chris Rivers, CFP®
2019 FPA NCA President