Register Now for the January 31, 2014 Symposium!

Dear Colleagues:

January 31, 2014 begins the Year of the Wood Horse according to the Chinese Zodiac.

I can think of no better way to usher in the Lunar New Year than to attend the 2014 FPA NCA Winter Symposium at the Dulles Hyatt.   The Board of Directors and Winter Symposium planning committee have implemented some very exciting changes. We have morning and afternoon sessions available for networking  and visiting with our sponsors. In addition, we will be delivering a green conference experience with all of the presentations conveniently accessible via Guidebook with mobile capabilities. To further improve the member experience, we have coordinated with the event staff at the Dulles Hyatt Conference Center to have wireless internet and power stations available at the Attendee tables.

I am particularly excited about this year’s theme “Beyond the Numbers: Engaging Your Clients’ Hearts and Minds”.  Please join us for a full day of engaging and educational programs from nationally recognized keynote speakers.  Dan Candura will start off the day with “Ethics for Everyone”. Carolyn McClanahan, CFP® will provide insight on healthcare reform, followed by Bob Doll’s market outlook for 2014. After our first networking break, Dr. Wade Pfau and Manish Malhorta   will present their complementary views for analyzing retirement income: a household balance-sheet stock-based view and a lifetime cash-flow based view.

After our networking luncheon, 2014 FPA National President Janet Stanzak, CFP® will update us on all of the exciting developments happening at FPA.  Carol Craigie, PhD from the College of Financial Planning will discuss how to apply   behavioral economic concepts to financial planning.  Our next speaker Lori Epstein, JD will present estate planning concepts for the modern family. Finally, wealth psychologist Kathleen Burns Kingsbury will provide us with the knowledge and insight to effectively deliver financial advice to couples.

On behalf of the 2014 Winter Symposium Planning Committee, I believe that we have planned an educational program that encompasses an integrated approach to helping our clients with their financial planning and retirement planning. We are delighted to bring many of the same speakers who presented at FPA Experience in Orlando to the National Capital Area.

Join us for a day of education and networking.  We will end the day with a drawing for three mini ipads! Don’t miss the excitement, and don’t miss the CEU! 2 CFP, CIMA, VA Insurance, and MD Insurance Approved for Ethics! 6 CFP, CIMA, VA Insurance and 4 MD Insurance Approved for the Symposium! 6 CPA CPE Offered! We look forward to seeing you there! Register on-line now for the few remaining seats!

Best wishes for a happy and prosperous new year!

Rita Cheng, CFP®

2014 Winter Symposium Chair