Welcome to our new format. We hope you find it easier to keep up on various topics.  We hope you have been enjoying the summer and some downtime for vacations and family.  Our second in-person luncheon was held on August 12, at Westwood with a great presentation on Medicare and a panel discussion on the difference between Maryland and Virginia probate laws.  We were happy to see so many faces in attendance in a typical off month for meetings with 40 in attendance.  We are preparing for the upcoming months mindful of the Delta variant with our member and sponsor’s safety, balanced with getting back to some normal events.  September and October events will be in person and necessary precautions and facility guidelines will be followed.  Your patience and understanding is appreciated as we navigate the changing landscape.
Upcoming Events
We will be hosting an in-person luncheon on September 24 at Kenwood Country Club in Maryland.  We have two great speakers lined up with 2 CFP, 2 CIMA CE credits and CPA CPE offered.   Dave Thomas will start the program discussing energy management for High Performance and the keys to building health habits.  Jason Howell, CFP will discuss Impact Investments and sustainable investing and Philanthropic Giving.    For this September 24 luncheon at Kenwood Country Club, please visit the website at FPA NCA Events to register and view a list of upcoming events.
Volunteer Opportunities
The FPA NCA chapter in collaboration with the University of Maryland Global Campus hosted a one-day virtual Financial Wellness Day on August 11, 2021.  This program, a first of its kind, provided a virtual, free, no-strings-attached financial planning information to UMGC students, their families and consumers across the country.  The inaugural event had 13 FPA members volunteer and 80 attendees of which 30% were the general public, 40% UMGC students and 30% UMGC faculty and staff.  The day included booth visits and chats with the volunteers on varying financial topics. Participants also had the opportunity to attend 3 webinars.  Thanks for those who participated. We look forward to building this program in the years ahead.  Stay tuned for future opportunities.
Career Fair
For Employers who are looking to hire, our annual Career Fair will be held on October 15, 2021 at the Dulles Hyatt.  Registration is now open and sponsorships are selling out. Be sure to sign up early.    Visit https://www.fpanca.org/events/event_list.asp to register and see additional details on our upcoming programs.
Next Generation
In the beginning of August, our chapter hosted one of our first in-person events of 2021, the NexGen Retreat held in Washington, DC. This event had a high attendance rate, with over 30 people from all over the DMV area meeting in DC for the event. Attendees of the retreat heard from speakers discussing topics ranging from Medicare to running and maintaining a successful financial planning practice. To cap off the event, we held a panel discussion with local leaders in our industry to discuss how to carve out your career path, trends in the financial planning industry, and finding your niche. Afterwards, attendees were asked to stick around for a happy hour and take the opportunity to network (in person!) with other financial planners in the DMV area. We will host the next NexGen Open forum virtually on Tuesday, September 28, 2021 at 5:30.  We hope to see you there.
FPA National Updates
FPA National announced they are cancelling the in-person Annual conference scheduled for September 22-24, 2021 due to the surge in COVID cases.  FPA National is working to make some of the planned sessions, including keynote presentations, available virtually on-demand-and free- for any member to access. You can visit  FPA Annual Conference for more details and updates.
If you are a new member or a seasoned member who has not attended a meeting in a while, 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

 

President’s Message

Rose Price, CFP®

 

A big thank you for the support and attendance at our first in person luncheon in 15 months.  The resilience and support of this community continues to amaze me.  It was so nice to see so many of you attend the July 15^th program at Westwood Country Club and to network and catchup.  We had over 60 in attendance and the opportunity to hear from our sponsors and reconnect. 

We have a lot going on in August and something for everyone.  We will kick off the month with NexGen hosting their annual retreat in person. The event will be August 4 from 1:00-5:00; held in DC with two great speakers, a panel discussion on Career Development, and a networking happy hour to wrap up the day.  If you are a younger member looking to connect with your peers, this a great program to attend.

Next up on the calendar is an opportunity to volunteer and mentor the next generation. The FPA NCA chapter in collaboration with the University of Maryland Global Campus will 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

We will be hosting an in-person luncheon on August 12 at Westwood Country Club.  We have two great speakers lined up with 2 CFP, 2 CIMA CE credits and CPA CPE offered.   Margo Steinlage will start the program discussing the many changes in the Insurance and Health Care industry and the role health care costs can play in retirement as well as things to consider when selecting Medicare plans.   Coryn Rosenstock and Michael Manning will close out the program with a panel discussion on the Differences between Maryland and Virginia Estate/probate laws. 

We will have our September luncheon at Kenwood Country Club on September 24, 2021- please visit the website for program updates. 

Employers who are looking to hire - our annual Career Fair will be held on October 15, 2021 at the Dulles Hyatt.  Registration is now open and sponsorships are selling out, be sure to sign up early.    

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. 

Updates 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.  Registration for the FPA Annual Conference is now open and will be held in person September 22-24 in Columbus, Ohio.  You can click the link to learn more: FPA Annual Conference

If you are a new member or a seasoned member who has not attended a meeting in a while, 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