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Dear Kristin,
Summer is nearly over, and kids are heading back to school, but it might not be too late to sneak in one more vacation!
At the FPA NCA, we’re not on holiday as we transition into the Fall. In fact, we’re ramping up in August and September with five events scheduled.
We hope you enjoyed Shark Tank Tech month in July, as well as the spillover webinar in August. Please give us some feedback by emailing your thoughts to kristin@fpanca.org on this new webinar series to see if it was a valuable addition to our programming lineup.
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Congratulations to Mark Johannessen, CFP®, AIF® (FPA of the National Capital Area) one of the winners of the National FPA 2024 Heart of Financial Planning Award!
Mark Johannessen, CFP®, AIF® is the Private Wealth Manager and Partner of Creative Planning in McLean, Va., Johannessen is among the most impactful leaders in the history of FPA and the profession. Over the past 30 years, Johannessen has served in many local and national leadership roles, including as FPA President in 2008.
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In August, we will be hosting three very different events which each have appeal for our diverse membership:
In-Person: Ask a Financial Planner Day
Saturday, August 17th, 9:00 am to 3:00 pm
Financial Planning Day is an excellent opportunity to make a significant impact in an organized philanthropic venue. We’ll be back at Veteran’s Plaza in Silver Spring, MD and hope to see you there. Email kristin@fpanca.org to learn more about volunteer opportunities.
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Webinar: Avoiding Medicare Mistakes in Retirement
August 21st, 12:00 pm to 1:00 pm
Join FPA NCA and Margo Steinlage Kreider, co-owner of Steinlage Insurance Agency, demonstrates the importance of integrating Medicare strategy into your retirement plan.
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All are welcome to join FPA NCA's NexGen for a half day of topical presentations followed by happy hour at Kalypso's Sports Tavern. | |
In September we have two events planned, the much-awaited half day symposium on practice management and our annual Nats Game outing! | |
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In Person: Practice Management Half-Day Symposium & Happy Hour
Thursday, September 5th, 12:00 pm to 5:00 pm
Brought to you in collaboration with the DC CFA Society, we have an excellent lineup of speakers:
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Generating Referrals through Centers of Influence with Brian Gallary Senior Vice President, Head of Strategy & Consulting First Trust Portfolios L.P.
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Get to the Root of What's Holding your Business Back - Bill Hueter- Business Coach- Use the proven Entrepreneurial Operating System® to break through your growth ceiling and lead your team to new levels of success.
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Succession Planning Panel featuring: Alexandra Armstrong, CFP®, CRPC®, Founder & Chairman Emeritus, Armstrong, Fleming & Moore, Terence E. Burns, CFA, President & Founder, Campion Asset Management, Lowell Pratt, Jr., CFP®, President and Chairman, Burney Wealth Management and Bruce Vaughn CFP®, AIF®, Founding Partner, Financial Advisor, VLP Advisors
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Take Me Out to the Ballgame!
Friday, September 27th, 6:45 pm
Join the FPA NCA for a night at the ball field for Nationals vs. Phillies at 6:45PM. Your $25 ticket fee includes: your seat in section 101, a $25 concession credit and a Screech bobble head, a $89 value! Powered by Charles Schwab.
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Outside of our homegrown programming, we have two additional exciting announcements for our members. | |
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In Person: CFP Board Connections Conference
September 29th to October 1st in Washington, DC
The CFP Board is offering our members a $200 discount for the Connections Conference – Code: FPANCA
In Person: Financial Planning’s Advise AI Conference
October 9th & 10th in Las Vegas, NV
A brand new conference designed to guide wealth management leaders in leveraging AI and machine learning to scale operations, improve client engagement and grow. Contact kristin@fpanca.org if you plan to attend for the discount code.
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From the world of academia, I spoke to Patricia Wells, a graduate student at the University of South Florida and CFP®, who is looking for advisors to interview for her dissertation. Much academic research has been conducted on investor behavior, investor risk tolerance, financial literacy and more. But much less academic research focuses on financial professionals and their interactions with and recommendations to investors. During the interview, Patti gathers basic background information from the advisor (such as tenure in the industry, educational background, certifications, etc.). She will ask for investment recommendations for two fictional client scenarios and then ask about your investment selection process.
If you are interested in participating, please contact her to schedule a time for the interview. Please send an email to patriciawells@usf.edu at your earliest convenience or please call me her office at 863-294-3361 by September 3, 2024. The interview takes 15 to 30 minutes.
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Don’t forget to subscribe to the Smarter Planner Podcast in your feed, follow us on LinkedIn, and vote for the 2024 Annual Awards Nomination.
Lastly, remember to select the auto-renew option for your FPA Membership this year to benefit from the 10% discount.
On behalf of the FPA NCA Board, we value your membership and look forward to seeing you at our upcoming events.
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Warm regards,
Sam
Sam Boyd, CFP®
S.Boyd@capitalamg.com
2024 President of FPA NCA
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Welcome New Members!
Thura Aung CFP®
Richard Baldwin CFP®
Andrew Bergner
Cynthia Bui
Zachary Buster CFP®
Lucas Campbell
Jae Chung
Daniel Corno CFP®
Sebastian Florero
Joshua Frazier CPA
K. Jeremy Ko
Josh Lipscomb
David Martin
Rebecca Meares CFP®
Eric Rife CFP®, CPWA®
Jack Russell
Guneev Sharma
John Smutniak
Claudia Vargas
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Listen to The Smarter Planner Podcast
Educating Financial Advisors on the things they should know (but don’t).
Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game.
Just click here to become a smarter planner!
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