Chris Rivers, CFP®
President’s Message
While we have braved considerable heat over the past
month here in the DC area, markets have been relatively calm. August can often be a quiet month, both in
our business and in our chapter.
This month we have one event – a social happy hour at
Chima Steakhouse in Vienna on August 6th. We’d love see you there, to share a drink,
catch up with old friends, and network with colleagues.
We are especially proud of the pro-bono efforts of our
chapter members this year, and all that you do to make the DMV region a better
place. We are hot on the heels of
several successful events, including a Financial Planning Day on Capitol Hill,
and a financial readiness clinic to benefit the Marines at Quantico in June.
The latter event was new for us, and we hope to repeat
it in the future, given the fact that we had roughly three times as many
volunteers as needed. We would love to
find other ways to help support the service members in our area, so please let
the Pro Bono committee (or myself or Peggy) know if you have ideas for how we
might do so.
In addition, we are thrilled that we will be able to
again hold Metro Washington Financial Planning Day at Falls Church on October
12th, providing the community with pro bono planning and education. Details will be up on our website shortly, but
we are grateful to Virginia Tech for providing space to help us serve the
community. Please consider volunteering
for this event.
Lastly, the Foundation for Financial Planning
continues its ProBono4Cancer initiative, and is always looking for volunteers
or donations to support the program.
As we move into September, we get a chance to restart
our luncheon series. We are putting the
finishing touches on the first luncheon now, which is scheduled for September
13th at Kenwood Country Club in Bethesda.
We are also firming up the details on the rescheduled
NexGen retreat – details for that will be out shortly. This is a phenomenal event for the nexgen
folks to get together with peers, make new connections, and talk about the
future of financial planning. If you’re not a NexGenner but have team members
who are, please encourage them to attend.
In the meantime, I hope you all enjoy the tail end of
summer, find some time to relax and recharge your batteries. We appreciate all that you do to support the
chapter and the community.
All the best,
Chris
Chris Rivers, CFP®
2019 FPA NCA President
CRivers@AFMFA.com
