I hope you’ve enjoyed the rest of the summer and are
ready for fall; I know I’m ready for cooler weather! September tends to be a busy month with the kids
going back to school, traffic in the DC area returning to normal, and work
picking up as clients return from vacations.
September also offers some great local FPA events, so make sure to take
advantage of these offerings…
On September 7, FPA NCA will hold a Member Happy Hour
(which will include one hour of continuing education credit.) Our speaker, John Dedon, of Odin, Feldman,
Pittleman PC, has 30 years of experience and is a recognized expert in the field
of estate planning. John will be discussing useful estate planning strategies for
financial planners. The event will be
held at Bazin’s on Church Street, in Vienna, VA. Space is limited, so register now at www.fpanca.org/events.
On September 14-16, the National FPA annual conference
will be held in Baltimore. This
conference has some fantastic key note speakers, as well as many breakout and
round table sessions which will certainly help planners of all stages gain
valuable knowledge to better serve clients. Registration is currently open at www.fpa-be.org/register; receive $25 off of your registration fee by
utilizing the code CHBE2016.
On September 22, we will host our next luncheon
meeting at Bethesda CC. Our first speaker
will be John Anderson, Managing Director of Practice Management Solutions at
SEI Advisor Net. John will present “The
Next Wave of Financial Planning and How to Compete in an Endlessly Changing
Advice Market Place.” Following John, Professor
Don Williamson of American University, will discuss tax issues and how they may
be affected by the upcoming election.
October will offer another luncheon
meeting and a fantastic opportunity to give back to the community at the Metro
Washington Financial Planning Day, Saturday, October 22, at GMU in Arlington. During
this event we will be providing planning sessions to the under-served, so if you
would like to volunteer, please send an email to board@fpanca.org. More information about these October events will
be forthcoming, but be sure to mark your calendars now!
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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