President’s Message

Rose Price, CFP®

We had a busy June with the virtual three-day spring Symposium on June 7^th 8^th and 10^th, with 108 attendees plus speakers and sponsors.  Our Chapter put together a great three-day program line-up with 13 CFP and CIMA CEs and 2 Ethics.   There was something for everyone. 

We held our Annual Charitable Golf classic on Thursday, June 24, at 1757 Golf Club. We were thrilled to see so many of you and your support.  Thanks for making our first in person event a success!  We had 84 golfers in total, and the weather couldn’t have been better.  We are still finalizing our charitable donation, but thanks to our members and Sponsors, we raised over $12,000 for the Foundation of Financial Planning, and our other pro bono efforts.   

We will host our first in person luncheon on July 15 at Westwood Country Club.  We will have two great speakers lined up with 2 CFP, 2 CIMA CE credits and CPA CPE offered.   Platinum Sponsor Joe Richardson with Nationwide will kick things off with Advanced Annuity planning at 12 followed by E. Patrick Ekong from Ekonometrix Consulting services discussing the Four Feels of Finance.  Visit https://www.fpanca.org/events/event_list.asp to register and see additional details on our upcoming programs.   We cannot wait to see you and catch-up. 

Calling all volunteers! We are very excited to announce a joint venture and volunteer opportunity. The FPA NCA chapter has collaborated with the University of Maryland Global Campus to host a one-day virtual Financial Wellness Day.  The event will be held on August 11, 2021.  This program, a first of its kind, will provide virtual, free, no-strings-attached financial planning information to UMGC students, their families and consumers across the country.  Volunteers from the FPA will meet with participants for 30 minutes to answer and discuss a planning question with a UMGC student in the CFP Program shadowing.  This gives members an opportunity to mentor the next generation of planners and work with those who may not be able to afford our services.  For more information or to sign up, please reach out to Candace Lee at Board@fpanca.org

One important update from FPA National: they will be hosting their virtual Nextgen gathering in August.   The date for the 2-day virtual NexGen gathering has been scheduled for August 12-13.  This unique and virtual experience will arm the NexGen community with skills, lasting connections and practical tools.  Please visit FPA NexGen Gathering for more details and to register. 

If you are a new member or a seasoned member who has not attended a virtual meeting or were waiting for an in-person meeting, I invite you to attend. You will not be disappointed.  We Look forward to seeing you at our next event.

Best wishes,

Rose

Rose Price, CFP®

2021 FPA NCA President

RPrice@VLPFA.com