Friday, October 29, 2021

 

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