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President's Message

Dear Kristin,,


The only thing hotter than DC in the Summer is the lineup of programming we’ve organized for our FPANCA membership and allied professionals!


Coming off the heels of our fully subscribed half-day mini-symposium on June 26th, I want to thank ProShares for allowing us to use their beautiful, state of the art, office space in Bethesda. Over 50 of our members gathered to hear the latest strategies surrounding estate and tax planning ahead of the TCJA sunset from Gary Altman, an incredibly useful overview of the senior living landscape from Kristy Kennedy & Ginger Noce of Silver Bridges Consulting, and an in-depth macro update from ProShares’ own, Simeon Hyman.

I want to offer another special thank you to three board members, Andrew Fincher, CFP®, AIF and Alishia DuBois, CFP®, and John Wittelsberger, our Program Co-Directors. We dreamed up the concept of Shark Tank Tech Week last Fall and they were able to fully realize the vision. Originally planned for July but extending into the first week in August based on the outpouring of interest from the technology community, we will be hosting five weeks of head-to-head technology showcases from leading fintech companies. Best of all, these webinars are free to attend for our members. 

  • Register HERE for July 10th @ 11AM Maxifi – 11:30AM RightCapital
  • Register HERE for July 17th @ 11AM Advyzon – 11:30AM Envestnet
  • Register HERE for July 24th @ 11AM FP Alpha – 11:30AM Holistiplan
  • Register HERE for July 31st @ 11AM Moneytree – 11:30AM YourStake
  • Register HERE for August 7th @ 11AM Income Lab – 11:30AM Kwanti

Upcoming Events

We have two more significant events to share in August, Financial Planning Day and NexGen Retreat.


August 17th, 2024, is Financial Planning Day where our members give back to the community through pro bono. 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.


New to the FPANCA Board this year, but executing like a veteran, Patrick Marcinko, CFP® has organized a tremendous lineup for NexGen Retreat on August 22nd, 2024. I encourage all early career professionals in our area to join Patrick and the NexGen community at the Lake House in Reston. 

While we hope for milder weather, programming will continue to be red hot in the Fall. Registration will open shortly for: 


  • August 22nd - NexGen Retreat at the Lake House in Reston, VA
  • September 5th - Practice Management Session, Archer Hotel, Tysons, VA
  • September 27th - Washington Nationals Game, Powered by Schwab
  • October 25th - Career Day at George Mason University

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.

Warm regards,

Sam

Sam Boyd, CFP®

S.Boyd@capitalamg.com

2024 President of FPA NCA  

If you have not had a chance to vote yet, the 2024 Annual Awards Nominations are open – Nominate a Colleague Here

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