Howard
Pressman, CFP®
President’s Message
“Nobody on the road,
Nobody on the beach
I feel it in the air
The summer's out of reach
Empty lake, empty streets
The sun goes down alone”
Nobody on the beach
I feel it in the air
The summer's out of reach
Empty lake, empty streets
The sun goes down alone”
Those are the lyrics to my favorite song; Boys of
Summer by Don Henley, and they perfectly sum up how I am feeling this time of
year. But, as I am sad to say goodbye to
summer, its slower pace and opportunities for planning and reflection, I am
also glad to move into autumn and getting back to full speed. I hope you were
able to spend some time on a neglected project or two or even something you’re
passionate about.
There wasn’t a whole lot going on in the chapter
during August. We had a happy hour and reunion at Chima, which was so much fun.
If you’ve never attended one of our reunions, I highly encourage you to join
us. One thing I’ve always been amazed at is how many pioneers of our profession
are members of our chapter. Having the opportunity to chat with the people who
literally created financial planning as we know it today is an amazing and
inspirational experience.
We also had an Allied Professionals happy hour at the
Tyson’s Biergarten which was very well attended. I spoke with quite a few
people and made some great new contacts.
We have an action-packed September in store for you,
starting with an Allied Professionals event with CE on the 6th. Our
regular monthly meeting is in Bethesda on the 13th where we’ll start
the day with an ethics presentation from Dan Candura and then have James Philip
Head Esq. of Williams Mullen to help us plan the effective transfer of our
clients’ closely held business interests to the next generation. Friday, the 14th
is the chapter’s Day of Service. Join NexGen and other members as we lend a
hand at the Northern Virginia
Family Service Clock Tower Thrift Shop in Falls Church. On the 18th,
MoneyGuide Pro will be hosting a webinar on Delivering Consistent, High Value
Advice. If that all wasn’t enough, we finish up September with an Allied
Professional happy hour on the 26th. Please see our website to learn
more and sign up for these great events. It’s also not too soon to be thinking
about Metro Washington Financial Planning Day which will be held on October 20th.
This is another rewarding event and a great way to help others and feel the
power of financial planning.
I hope you had a great
summer, that your batteries are recharged and you’re excited about the rest of
the year. Thank you for all that you do for your clients, our profession and
each other. The conversations I have with my peers in the FPA always motivates,
energizes and encourages me. If you haven’t made it to a meeting in a while,
please join us, you’ll be glad you did.
All the best,
Howard
Howard Pressman, CFP®
2018 FPA NCA President
