Chris Rivers, CFP®
President’s Message
As we enter June we are just a few short days away
from our marquee Spring Symposium. If
you haven’t, please register now as we have one of our best spring lineups in
years.
Mary Beth Franklin of InvestmentNews will kick things
off in the morning with an overview of current Social Security strategies. We’ll
hear about new opportunity zone investment vehicles from Doug Goff at Hines,
and Peter Mazareas from Legg Mason will delve into estate planning techniques
using 529 plans.
Christopher Huemmer from FlexShares will present on
factor based investing and economic cycles, and Rob Kuharic from Russell
Investments will give us an overview of the economy and the market as the
second quarter winds down. We’ll round
out the day with David Lau from DPL Financial Partners on insurance and the
planning process, and a keynote presentation from nationally renowned CPA and
speaker Ed Slott on IRA strategies. Be
sure to stick around afterwards for a networking happy hour in the lobby bar.
Switching gears, I am thrilled to announce that Grace
Rogan of KCR Wealth Management has joined our board as Co-Chair of the NexGen
committee. Grace has volunteered her
time for the chapter and helped to coordinate NexGen events locally, so she is
a natural fit and we are lucky to have her on-board.
Speaking of NexGen, at the end of the month, we have a
NexGen / Summer Intern Happy Hour at Tysons Biergarten on 6/27. It should be a great networking event for our
thriving NexGen community, and all the new summer interns hired at our career
fair back in February. If you have an
intern in your office this summer, please encourage them to attend.
Lastly, look for details soon on the date and location
of the annual NexGen Retreat.
Thank you again to everyone who came out for our
annual charity golf classic at 1757 Golf Club. It was another successful year
raising money for the Foundation for Financial Planning, as well as the
chapter’s local charitable efforts.
Congratulations to Cal Brown’s group for posting the low score, and to
Mark Johannessen who cleaned up on raffle prizes at dinner.
We are proud of the money we have raised for the
Foundation over the past 26 years. However, we can’t help but notice that
attendance has been dwindling in recent years.
We are open to changing the way the tournament is setup and scheduled,
or even looking at other events entirely, if it will increase the support we
can give to our community. Please let us
know if you have any ideas on how we can grow this event.
In the meantime, I look forward to seeing you all on
June 6th!
All the best,
Chris
Chris Rivers, CFP®
2019 FPA NCA President
CRivers@AFMFA.com
