Helen Modly, CFP®, CPWA®
Aloha!
As you read this, I will be drinking something fruity
with a little paper umbrella in one of the most beautiful places on earth. When
I return, there are only two more lunch programs, and I am looking forward to
both of them, as well as to our January symposium. On November 20, we will have
Rich Weiss from American Century Investments speaking on the “Essentials of
Target-Date Design Analysis”, offering one CEU for the program. Following Rich
Weiss, Janet Bodnar from Kiplinger Personal Finance Magazine will speak on “What
do Readers of Kiplinger’s Personal Finance want to know?” Janet Bodnar is
presented by Calvert Investments.
On December 11, Stephen Fuller will join us for a
local and national market update! This program includes our Annual Meeting for
the Chapter, as well as a special honor for Dr. Fuller! Don’t miss our last two
programs of the year, which will both be dynamic events!
We will be giving out our outstanding member awards at
the January symposium, so if you haven’t voted yet, please go online today and
tell us who you think deserves this recognition.
As always, please feel free to email me with any
comments or suggestions.
Warmest regards,
Helen Modly
hmodly@focus-wealth.com
2014
President, FPA of the National Capital Area
