President’s Message
Rose Price, CFP®
We had a busy June with the virtual three-day spring Symposium on June 7th 8th
and 10th, 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
