Happy Thanksgiving! We wish all our members and their families a happy and safe holiday! We are all excited to gather again with friends and family, not only at Thanksgiving, but at our local chapter events as well!

For our upcoming in-person events we have adopted a social distancing communication system that we hope will give everyone some peace of mind and guide interactions of our members. Each attendee will choose a color sticker to place on their nametag to convey their comfort level. Simply put, a red sticker indicates separation and no touching, a yellow sticker indicates cautious interaction, and a green sticker indicates comfort with handshakes and closer social networking. Please see the image below for clarification.

We hope this system will bring each attendee confidence in attending and help them enjoy our live events!

Upcoming Events:

We hope that you will join us for the events listed below. We have some great programs planned, and registration is now open.

12/7/2021

The NexGen Forum will be held virtually on December 7. Register and join them for their last Forum for the year!

12/9/2021

Please mark your calendars for our in-person December Luncheon event at Westwood Country Club on Thursday, December 9, 2021, we will be presenting the 2022 FPA Board and have two great speakers on the docket.   Please check our website for Speaker Details and Registration.

1/13/2022

Our January Ethics Course will be held virtually on January 13 from 2:30 – 5 PM. Please register for this free event for our FPA Members!

1/24/2022

Our annual Winter Symposium will be back in person on January 24, 2022 at a new location, the Westin Tysons Hotel.  We hope you can join us at our January symposium as we recognize Peggy and welcome Kristin.  Hurry! Register Now! The early bird rate will be available to December 6, 2021.

New Website:

In addition, we want to turn your attention to our new website which has just opened! Please bookmark this link: https://www.financialplanningassociation.org/chapter/fpa-national-capital-area. Please go to this link for the latest information on our events, Sponsors, Career Center and Board. A link on each event will take you to the details and registration for each. Please review everything, and let us know how you like our new format!

If you are a new member or a seasoned member who has not attended a meeting in a while, I invite you to attend. You will not be disappointed.  We look forward to seeing soon!

Best wishes,

Rose Price, CFP®

2021 FPA NCA President

RPrice@VLPFA.com

 

We were happy to see so many companies and students at our Annual Career Fair on October 15 at the Dulles Hyatt.  The day was packed with interviews, roundtable discussions and networking opportunities. 

As we close on the end of the year and the holidays approaching, it’s a good time to reflect and give thanks.  We will celebrate Veteran’s Day on Thursday, November 11; thank you to all our members of our military in all branches.  We are grateful for the FPA community and hope you enjoy Thanksgiving with your family and friends.   We look forward to seeing you at our upcoming programs.

Upcoming Events – We will be virtual on Thursday, November 18 with two great speakers and 2 approved CFP CEs.  Larry Codisco, Co-Chief Investment Officer at Osterweis will kick things off at 12:00 with his topic:  Where are we is the cycle of Equites?  James Bogart will follow discussing, After-tax, Back Door and Mega Roth Conversions.

Please mark your calendars for our in-person December event at Westwood Country Club on Thursday December 9, 2021, we will be presenting the 2022 FPA Board and have two great speakers on the docket.   Please visit FPA NCA Events page for updates and registration.

Our annual Winter Symposium will be back in person on January 24, 2022 at a new location, the Westin Tysons Hotel.  We hope you can join us at our January symposium as we recognize Peggy and welcome Kristin.  The early bird rate will be available to December 6, 2021.

Volunteer Opportunities - We have decided to postpone our Metro Washington Financial Planning Day due to logistics with COVID and our involvement with the UMGC Financial Wellness Day in August.  Stay tuned for future opportunities!

Next Generation - The NexGen team will host their next Forum in December.  Check the website for dates and details.

Diversity & Inclusion -There are some exciting opportunities if you are looking to learn more or get involved.  FPA National has a list of Knowledge Circles and opportunities to discuss and learn more. 

Circles: These knowledge circles can be joined here 

FPA National Updates -The FPA Fall Learning Series will be a four-week series beginning November 8 that you won’t want to miss and is free to all members.  There will be 22 learning programs and ample hours of CFP CE available.  You can learn more and signup here:  FPA Fall Learning Series  It will include live and on-demand webinars, live discussions through our many Knowledge Circle communities, and offer CFP® CE credit when possible.

If you are a new member or a seasoned member who has not attended a meeting in a while, I invite you to attend. You will not be disappointed.  We look forward to seeing you at our next event.

Best wishes,

Rose

Rose Price, CFP®

2021 FPA NCA President

RPrice@VLPFA.com

Welcome October; we have some big changes on the horizon.   Peggy Nelson the foundation and backbone of our Chapter for the past 24 years, will be retiring at the end of the year.  Please join me in congratulating Peggy for a long and wonderful tenure as the Executive Director.  Peggy has been instrumental in the success and growth of our Chapter and we wish her nothing but the best in her next chapter.  The executive team, with Peggy’s insight, reviewed the position and conducted interviews and are happy to announce Kristin Beane and her team at Endeavor, LLC will take over responsibilities.

Kristin and her team are well equipped as they currently are the Executive Director of FPA Massachusetts and New England as well as supported the FPA National Conference.  Kristin has 20 years of working FPA Chapter knowledge and we look forward to having her join our team.  Peggy will be here through the end of the year and will also join us for our January symposium as we transition the role to Kristin.  We hope you can join us at our January symposium as we recognize Peggy and welcome Kristin. 

Another change on the horizon is a new Chapter website.  We are currently building and will update you when our new site is live.

We are preparing for the upcoming months mindful of the Delta variant with our member and sponsor’s safety balanced with getting back to some normal events.  We will be in person for October events and will take necessary precautions and follow facility guidelines.  We appreciate your patience and understanding as we navigate the changing landscape. 

Upcoming Events - We will be hosting our 7th annual  career fair on October 15th, see below for details.  We are looking to host an October webinar, details to come.  The programs team is hard at work on the November and December events and we are hoping to be in-person at Westwood Country Club.  Please visit FPA NCA Events page for updates and registration.

Volunteer Opportunities - We have decided to postpone our Metro Washington Financial Planning Day due to logistics with COVID and our involvement with the UMGC Financial Wellness Day in August.  Stay tuned for future opportunities!

Next Generation - The NexGen team will be hard at work at the October Career Fair hosting the Employers and students. They will host their next Forum in December.  Check the website for dates and updates.

Diversity & Inclusion -There are some exciting opportunities if you are looking to learn more or get involved.  FPA National has a list of Knowledge Circles and opportunities to discuss and learn more. 

Circles: These knowledge circles can be joined here 

African-American, Asian-American/Pacific Islander, FPA Latino, PridePlanners, Neurodivergent Planners, Women & Finance

Events: Asian-American/Pacific Islander Knowledge Circle: AAPI Jeopardy: "Discover the Diversity" on October 21st at 3:00pm EST Registration link

PridePlanners Knowledge Circle: The Warning Signs of Cognitive Impairment and The Impact to Financial Planners on October12th at 12:00pm EST Registration link

FPA National Updates The FPA Central Office staff is working on an FPA Fall Learning Series that will make most of the terrific content that was slated for the conference available at no cost to all FPA members. They are working with the speakers and partners on this multi-week virtual program that will cover various issues relevant to the practice and business of financial planning. It will include live and on-demand webinars, live discussions through our many Knowledge Circle communities, and offer CFP® CE credit when possible.

They are finalizing the program details, which will begin in early November, and will promote this unique learning program shortly.

If you are a new member or a seasoned member who has not attended a meeting in a while, I invite you to attend. You will not be disappointed.  We look forward to seeing you at our next event.

Best wishes,

Rose

Rose Price, CFP®

2021 FPA NCA President

RPrice@VLPFA.com

 

	Welcome October; we have some big changes on the horizon.   Peggy Nelson the foundation and backbone of our Chapter for the past 24 years, will be retiring at the end of the year.  Please join me in congratulating Peggy for a long and wonderful tenure as the Executive Director.  Peggy has been instrumental in the success and growth of our Chapter and we wish her nothing but the best in her next chapter.  The executive team, with Peggy’s insight, reviewed the position and conducted interviews and are happy to announce Kristin Beane and her team at Endeavor, LLC will take over responsibilities.  Kristin and her team are well equipped as they currently are the Executive Director of FPA Massachusetts and New England as well as supported the FPA National Conference.  Kristin has 20 years of working FPA Chapter knowledge and we look forward to having her join our team.  Peggy will be here through the end of the year and will also join us for our January symposium as we transition the role to Kristin.  We hope you can join us at our January symposium as we recognize Peggy and welcome Kristin.   Another change on the horizon is a new Chapter website.  We are currently building and will update you when our new site is live.  We are preparing for the upcoming months mindful of the Delta variant with our member and sponsor’s safety balanced with getting back to some normal events.  We will be in person for October events and will take necessary precautions and follow facility guidelines.  We appreciate your patience and understanding as we navigate the changing landscape.
	Upcoming Events
	We will be hosting our 7th annual  career fair on October 15th, see below for details.   We are looking to host an October webinar, details to come.  The programs team is hard at work on the November and December events and we are hoping to be in-person at Westwood Country Club.  Please visit FPA NCA Events page for updates and registration.
	Volunteer Opportunities
	We have decided to postpone our Metro Washington Financial Planning Day due to logistics with COVID and our involvement with the UMGC Financial Wellness Day in August. Stay tuned for future opportunities.
	Career Fair
	Employers who are looking to hire - our annual Career Fair will be held on October 15, 2021 at the Dulles Hyatt.  We are looking forward to seeing you.
	Next Generation
	The NexGen team will be hard at work at the October Career Fair hosting the Employers and students.   They will host their next Forum in December.  Check the website for dates and updates, we hope to see you there.   Please Continue Reading More October News Here!

Welcome to our new format. We hope you find it easier to keep up on various topics.  We hope you have been enjoying the summer and some downtime for vacations and family.  Our second in-person luncheon was held on August 12, at Westwood with a great presentation on Medicare and a panel discussion on the difference between Maryland and Virginia probate laws.  We were happy to see so many faces in attendance in a typical off month for meetings with 40 in attendance.  We are preparing for the upcoming months mindful of the Delta variant with our member and sponsor’s safety, balanced with getting back to some normal events.  September and October events will be in person and necessary precautions and facility guidelines will be followed.  Your patience and understanding is appreciated as we navigate the changing landscape.
Upcoming Events
We will be hosting an in-person luncheon on September 24 at Kenwood Country Club in Maryland.  We have two great speakers lined up with 2 CFP, 2 CIMA CE credits and CPA CPE offered.   Dave Thomas will start the program discussing energy management for High Performance and the keys to building health habits.  Jason Howell, CFP will discuss Impact Investments and sustainable investing and Philanthropic Giving.    For this September 24 luncheon at Kenwood Country Club, please visit the website at FPA NCA Events to register and view a list of upcoming events.
Volunteer Opportunities
The FPA NCA chapter in collaboration with the University of Maryland Global Campus hosted a one-day virtual Financial Wellness Day on August 11, 2021.  This program, a first of its kind, provided a virtual, free, no-strings-attached financial planning information to UMGC students, their families and consumers across the country.  The inaugural event had 13 FPA members volunteer and 80 attendees of which 30% were the general public, 40% UMGC students and 30% UMGC faculty and staff.  The day included booth visits and chats with the volunteers on varying financial topics. Participants also had the opportunity to attend 3 webinars.  Thanks for those who participated. We look forward to building this program in the years ahead.  Stay tuned for future opportunities.
Career Fair
For Employers who are looking to hire, our annual Career Fair will be held on October 15, 2021 at the Dulles Hyatt.  Registration is now open and sponsorships are selling out. Be sure to sign up early.    Visit https://www.fpanca.org/events/event_list.asp to register and see additional details on our upcoming programs.
Next Generation
In the beginning of August, our chapter hosted one of our first in-person events of 2021, the NexGen Retreat held in Washington, DC. This event had a high attendance rate, with over 30 people from all over the DMV area meeting in DC for the event. Attendees of the retreat heard from speakers discussing topics ranging from Medicare to running and maintaining a successful financial planning practice. To cap off the event, we held a panel discussion with local leaders in our industry to discuss how to carve out your career path, trends in the financial planning industry, and finding your niche. Afterwards, attendees were asked to stick around for a happy hour and take the opportunity to network (in person!) with other financial planners in the DMV area. We will host the next NexGen Open forum virtually on Tuesday, September 28, 2021 at 5:30.  We hope to see you there.
FPA National Updates
FPA National announced they are cancelling the in-person Annual conference scheduled for September 22-24, 2021 due to the surge in COVID cases.  FPA National is working to make some of the planned sessions, including keynote presentations, available virtually on-demand-and free- for any member to access. You can visit  FPA Annual Conference for more details and updates.
If you are a new member or a seasoned member who has not attended a meeting in a while, I invite you to attend. You will not be disappointed.  We look forward to seeing you at our next event.
Best wishes, Rose Rose Price, CFP® 2021 FPA NCA President RPrice@VLPFA.com

 

President’s Message

Rose Price, CFP®

 

A big thank you for the support and attendance at our first in person luncheon in 15 months.  The resilience and support of this community continues to amaze me.  It was so nice to see so many of you attend the July 15^th program at Westwood Country Club and to network and catchup.  We had over 60 in attendance and the opportunity to hear from our sponsors and reconnect. 

We have a lot going on in August and something for everyone.  We will kick off the month with NexGen hosting their annual retreat in person. The event will be August 4 from 1:00-5:00; held in DC with two great speakers, a panel discussion on Career Development, and a networking happy hour to wrap up the day.  If you are a younger member looking to connect with your peers, this a great program to attend.

Next up on the calendar is an opportunity to volunteer and mentor the next generation. The FPA NCA chapter in collaboration with the University of Maryland Global Campus will host a one-day virtual Financial Wellness Day.  The event will be held on August 11, 2021.  This program, a first of its kind, will provide virtual, free, no-strings-attached financial planning information to UMGC students, their families, and consumers across the country.  Volunteers from the FPA will meet with participants for 30 minutes to answer and discuss a planning question with a UMGC student in the CFP Program shadowing.  This gives members an opportunity to mentor the next generation of planners and work with those who may not be able to afford our services.  For more information or to sign up, please reach out to Candace Lee at Board@fpanca.org

We will be hosting an in-person luncheon on August 12 at Westwood Country Club.  We have two great speakers lined up with 2 CFP, 2 CIMA CE credits and CPA CPE offered.   Margo Steinlage will start the program discussing the many changes in the Insurance and Health Care industry and the role health care costs can play in retirement as well as things to consider when selecting Medicare plans.   Coryn Rosenstock and Michael Manning will close out the program with a panel discussion on the Differences between Maryland and Virginia Estate/probate laws. 

We will have our September luncheon at Kenwood Country Club on September 24, 2021- please visit the website for program updates. 

Employers who are looking to hire - our annual Career Fair will be held on October 15, 2021 at the Dulles Hyatt.  Registration is now open and sponsorships are selling out, be sure to sign up early.    

Visit https://www.fpanca.org/events/event_list.asp to register and see additional details on our upcoming programs.   We cannot wait to see you and catch-up. 

Updates from FPA National: they will be hosting their virtual Nextgen gathering in August.   The date for the 2-day virtual NexGen gathering has been scheduled for August 12-13.  This unique and virtual experience will arm the NexGen community with skills, lasting connections and practical tools.  Please visit FPA NexGen Gathering for more details and to register.  Registration for the FPA Annual Conference is now open and will be held in person September 22-24 in Columbus, Ohio.  You can click the link to learn more: FPA Annual Conference

If you are a new member or a seasoned member who has not attended a meeting in a while, I invite you to attend. You will not be disappointed.  We look forward to seeing you at our next event.

Best wishes,

Rose

Rose Price, CFP®

2021 FPA NCA President

RPrice@VLPFA.com

 

 

President’s Message

Rose Price, CFP®

We had a busy June with the virtual three-day spring Symposium on June 7^th 8^th and 10^th, with 108 attendees plus speakers and sponsors.  Our Chapter put together a great three-day program line-up with 13 CFP and CIMA CEs and 2 Ethics.   There was something for everyone. 

We held our Annual Charitable Golf classic on Thursday, June 24, at 1757 Golf Club. We were thrilled to see so many of you and your support.  Thanks for making our first in person event a success!  We had 84 golfers in total, and the weather couldn’t have been better.  We are still finalizing our charitable donation, but thanks to our members and Sponsors, we raised over $12,000 for the Foundation of Financial Planning, and our other pro bono efforts.   

We will host our first in person luncheon on July 15 at Westwood Country Club.  We will have two great speakers lined up with 2 CFP, 2 CIMA CE credits and CPA CPE offered.   Platinum Sponsor Joe Richardson with Nationwide will kick things off with Advanced Annuity planning at 12 followed by E. Patrick Ekong from Ekonometrix Consulting services discussing the Four Feels of Finance.  Visit https://www.fpanca.org/events/event_list.asp to register and see additional details on our upcoming programs.   We cannot wait to see you and catch-up. 

Calling all volunteers! We are very excited to announce a joint venture and volunteer opportunity. The FPA NCA chapter has collaborated with the University of Maryland Global Campus to host a one-day virtual Financial Wellness Day.  The event will be held on August 11, 2021.  This program, a first of its kind, will provide virtual, free, no-strings-attached financial planning information to UMGC students, their families and consumers across the country.  Volunteers from the FPA will meet with participants for 30 minutes to answer and discuss a planning question with a UMGC student in the CFP Program shadowing.  This gives members an opportunity to mentor the next generation of planners and work with those who may not be able to afford our services.  For more information or to sign up, please reach out to Candace Lee at Board@fpanca.org

One important update from FPA National: they will be hosting their virtual Nextgen gathering in August.   The date for the 2-day virtual NexGen gathering has been scheduled for August 12-13.  This unique and virtual experience will arm the NexGen community with skills, lasting connections and practical tools.  Please visit FPA NexGen Gathering for more details and to register. 

If you are a new member or a seasoned member who has not attended a virtual meeting or were waiting for an in-person meeting, I invite you to attend. You will not be disappointed.  We Look forward to seeing you at our next event.

Best wishes,

Rose

Rose Price, CFP®

2021 FPA NCA President

RPrice@VLPFA.com