Tuesday, May 28, 2019

Chris Rivers, CFP®
President’s Message

As we enter June we are just a few short days away from our marquee Spring Symposium.   If you haven’t, please register now as we have one of our best spring lineups in years.

Mary Beth Franklin of InvestmentNews will kick things off in the morning with an overview of current Social Security strategies. We’ll hear about new opportunity zone investment vehicles from Doug Goff at Hines, and Peter Mazareas from Legg Mason will delve into estate planning techniques using 529 plans. 

Christopher Huemmer from FlexShares will present on factor based investing and economic cycles, and Rob Kuharic from Russell Investments will give us an overview of the economy and the market as the second quarter winds down.   We’ll round out the day with David Lau from DPL Financial Partners on insurance and the planning process, and a keynote presentation from nationally renowned CPA and speaker Ed Slott on IRA strategies.  Be sure to stick around afterwards for a networking happy hour in the lobby bar.

Switching gears, I am thrilled to announce that Grace Rogan of KCR Wealth Management has joined our board as Co-Chair of the NexGen committee.  Grace has volunteered her time for the chapter and helped to coordinate NexGen events locally, so she is a natural fit and we are lucky to have her on-board.

Speaking of NexGen, at the end of the month, we have a NexGen / Summer Intern Happy Hour at Tysons Biergarten on 6/27.  It should be a great networking event for our thriving NexGen community, and all the new summer interns hired at our career fair back in February.  If you have an intern in your office this summer, please encourage them to attend.

Lastly, look for details soon on the date and location of the annual NexGen Retreat.

Thank you again to everyone who came out for our annual charity golf classic at 1757 Golf Club. It was another successful year raising money for the Foundation for Financial Planning, as well as the chapter’s local charitable efforts.  Congratulations to Cal Brown’s group for posting the low score, and to Mark Johannessen who cleaned up on raffle prizes at dinner.

We are proud of the money we have raised for the Foundation over the past 26 years. However, we can’t help but notice that attendance has been dwindling in recent years.  We are open to changing the way the tournament is setup and scheduled, or even looking at other events entirely, if it will increase the support we can give to our community.  Please let us know if you have any ideas on how we can grow this event.

In the meantime, I look forward to seeing you all on June 6th!

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