President’s Message

Rose Price, CFP®

 

It is hard to believe March is here already! Before we know it, we will be hosting our June Symposium.  We are seeing more and more vaccines becoming available and hope we will be able to meet in person sometime in 2021.   We closed out February with our first financial planning trivia event.  We had 20 members testing their planning knowledge and competing for varying gift cards.  All had a good time and we look to add this to our list of annual or semi-annual events.   

Our March and April programs are on the website. Please visit our website at https://www.fpanca.org/events/event_list.asp to sign up. We will start the month with a NexGen open forum on March 9, discussing FinTech and a chance to win a Starbucks gift card during a few games of Financial Planning Bingo.  We have a great program on Thursday, March 18, starting at 11:00 that will provide 2 CFP CE credits.  Laurie Tomasello and Karen Brody from Right at Home will kick off the program sharing their decades of knowledge on senior care options and funding considerations. At 12:00 Mary Morris with Virginia 529, one of our gold sponsors, will discuss the new savings options, Tuition Track portfolio exclusive for Virginia residents.   On March 25, Sean Walker, a gold sponsor with American Century, will host our next community Forum discussing the next evolution of the ETF Industry.  This program will have 1 CFP CE.  

If you are a new member or a seasoned member who has not attended a virtual meeting, I invite you to attend and you will not be disappointed.  We miss seeing our members and networking; we are looking forward to the opportunity to gather in person later this year and continue to grow our great profession.

Look forward to seeing you at our next event.

Best wishes,

Rose

Rose Price, CFP®

2021 FPA NCA President

RPrice@VLPFA.com