Bryan Beatty, CFP®, AIF®
President’s
Message
Happy New
Year! Last year was an incredibly unpredictable year. The year started as one
of the worse January stock market declines in the history of the market. Then, we
had one of the most unconventional political campaigns in most of our
lifetimes. All around the world, conventional thinking is being challenged. So,
I want to start the year by saying that this year, let’s be unconventional as a
chapter.
Let’s get
our chapter members engaged by encouraging them more than ever, and showing
others how easy it is to get involved with the chapter. “Do One Thing” is a
slogan that FPA has been using for a few years now, but what does it really
mean? It can mean all kinds of things from becoming a committee volunteer to
volunteering to mentor a new planner. It can also be sharing content for our
social media presence. Or, it could be becoming an active board member. An idea
growing in the association membership community is “Micro” Volunteering. People
want to help but they are unsure of the size of the commitment, and so they are
reluctant to volunteer because they feel they don’t have the time. But if you
are already doing something that you can share with our Public Relations Chair,
Sam Boyd, he can tweet about it. He can post a video of you telling about a
success that you have enjoyed by helping out a client. This is an idea he has
which would feature “Why We Do What We Do”. You can tweet about our symposium
using our hashtag to spread the news of the value of the FPA. You can even
volunteer to submit blog posts, and for those people who actively blog, this
would be easy. I think you get the picture.
In January,
please attend our Symposium at the Dulles Hyatt for a full day
of CE’s and Ethics, along with great content like Professor Vic Ricciardi, a
Behavioral Finance expert, and Andrew Friedman of The Washington Update on the
real impact of the changing administration in Washington. What is the impact of
the DOL in light of the elections’ outcomes putting Republicans in control of
all three branches of government? The
Symposium program can be found here.
In
February, we will host our very successful Career Day for newly minted CFP’s or
CFP hopefuls and career changers. This event gets bigger every year and
attracts some of the best talent populating some of the most successful member
practices of our chapter.
March will
be our Media training event. Are you looking to get into publications and
develop the ability to do your own PR for your firm? Then this is a must attend
event.
In
closing, thank you Dan Lash for a great year as a chapter President and leaving
me with a solid foundation.
Additionally, I want to thank board members who have moved on from the
board for their service, especially Kathleen Sindell who was instrumental in
running many excellent Pro Bono Metro Washington Financial Planning Days and
launched a CFP program at The University of MD during her tenure, as well as,
Augie Zullo who has served on the board for as long as I can remember, covering
12 years of service. Ken Robinson will be retiring from the Board as our past
President and Chair, serving 10 years on the Board, but first he will guide us
through a terrific Winter Symposium program offering a multitude of CE and
networking opportunities. Lauren Grove moved to San Francisco and will be a Bay
Area member now. Lastly, Yusef Abugideiri steps down from his PR role. I hope
that they all will stay engaged with our chapter.
I am
excited to welcome new members to the board, Shellie Peters, Sam Boyd, Mark
Cecchini and Christine Damico. I, and all of our Board Members, look forward to
meeting you at our next event.
Best Regards,
Bryan
Bryan Beatty, CFP®, AIF®
2017 FPA NCA President
