Dan Lash, CFP®, AIF®
President’s Message
The Spring Symposium on June 9th at the
Dulles Hyatt was an outstanding all day meeting with over 200 in
attendance. Attendees heard from many
outstanding speakers from Michael Kitces to Carolyn McClanahan. The Symposium titled “Bridge the Gap” truly lived
up to the name as it focused on planning
for Millennials through to the Silent Generation.
We also celebrated our 2015 award winners, David
Goldstein (Planner of the Year), Ryan Fleming (Norma Severn Leadership), and
Glenn Kautt (Lifetime Achievement). All
of our award winners were nominated by our members and are all well deserving of these accolades for
their achievements in our profession. If
you see any of them at our next meeting,
please be sure to congratulate them again.
Our ever-growing NexGen community held their most
recent meeting on June 28. The speakers
were Eleanor Blayney and Michael Kitces.
If you are a planner under 36 (or
know of one), I would highly encourage you to join our very active NexGen group and
attend their Study Sessions.
Our next lunch meeting will be July 14th at
Westwood Country Club in Vienna, Virginia.
Please note our new Virginia Luncheon location in Vienna. Our featured
speaker will be Michael Finke, Ph.D. Dr.
Finke is Dean and Chief Academic Officer at The American College of Financial
Services. He will be discussing a New
Perspective on Retirement Income Planning.
Along with Michael Finke, we will also have Matt
Stephani, CFA® speaking. Matt is a
senior portfolio manager with Cavanaugh Hill Funds and will be focusing his
discussion on Global Energy Consumption.
This July program has been approved for 2 CFP®, 2 CIMA® and 2 VA and 1 MD
CE credits.
Be sure to visit the events page for all scheduled
meetings and to register at www.fpanca.org/events. No events are scheduled for August so
enjoy the summer. We have a full lineup
of events for the remainder of the year starting in September and Metro
Washington Financial Planning Day at George Mason University in Arlington in October.
Please note that our Metro Washington Financial Planning Day event will be in
the new GMU location this year. I look forward to seeing you at our next event.
Best Regards,
Dan
Daniel P. Lash, CFP®, AIF®
2016 FPA NCA President
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