Howard Pressman, CFP®
President’s Message
While spring greeted us all with a snowstorm, it was
nice and warm inside Bethesda Country Club for our annual Media Training with
Ben Lewis. This year, Ben changed things up and finished by conducting mock
interviews with three of the day’s attendees, including me. At the conclusion,
Ben provided us each with feedback, and I’ll admit to choking a bit under the
pressure of an entire room of advisors watching me. Not Capitals-in-the-playoffs-level
choking, but it was tougher than I expected. Fortunately, the other two victims…errrr
I mean participants, did very well. Ben also talked with us about FPA’s Media
Source. If you’re not participating in it, you’re missing a significant member benefit
and great opportunities to be quoted in the media.
During lunch, Gary Altman delivered an excellent
presentation on the new tax law and the planning opportunities and issues
created by this significant piece of legislation. How to leverage the 199A
deduction for pass-through entities was very interesting.
As I continue to collect insights from the icons and
trailblazers of our profession on the value of not just being a member of, but actively
participating in, the FPA, Barry Glassman, President and Founder of Glassman
Wealth Services was kind enough to provide this month’s quote. If you’re like
me and listen to WTOP while sitting in endless hours of traffic in the
evenings, you’ve no doubt heard Barry’s segments. Barry shared:
"The Financial Planning Association helps me to be involved
and grow with my local community of advisors and planners in ways that are
otherwise impossible. With each event, I gain insight and learn something
new; if not from the lectern, then from my peers in the audience. The FPA
fosters this type of sharing and mentoring, striving to help better the
profession and our abilities to serve clients.”
We won’t have a lunch program in April, but please
join us for a happy hour to celebrate the end of tax season. On April 12th
at Maggiano’s in Chevy Chase, Mike Eastman from Sandy Spring Bank will join us
to share how you can best assist clients who are dealing with the fallout from
prior mortgage mistakes, such as 5/1 ARMs. In addition to good food, drink and
company, you’ll get one CE credit!
As always when it starts getting warm (here’s hoping!),
it’s time to think golf and the FPA NCA’s Charity Golf Classic is a great way
to beat the dust off those clubs. Join us at 1757 Golf Club on May 2nd
for this annual rite of passage.
Lastly, I am excited to Welcome Cat Mulcahy of
Alexandria Capital to our Board of Directors. Cat will be co-chairing our
Membership Committee with Susan Chesson.
Thank you for all of the great things you do for your
clients and our profession. I appreciate your passion and integrity. Oh, and Go
Nats!
All the best,
Howard
Howard Pressman, CFP®
2018 FPA NCA President
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