President's Message

Dear Kristin,,

Happy spring! We hope this newsletter finds you well and you are enjoying the warmer weather. Here's a quick summary of what happened in March and what's coming up.

On March 9th, we hosted a half day conference at Caboose Commons and were joined by David Marra and Michael Kitces. We spent the afternoon listening to a market update and learning how to scale our advisory businesses.

We wrapped up the day with a happy hour where we highlighted our NexGen members.

This was our first half day conference, and we received great feedback. We hope to see you at our next one!

On March 15th, Invesco held a webinar on the state of the municipal bond market, flows, performance and trends.

On March 24th, we partnered with several other FPA chapters to host a highly attended webinar, Before During and After: Addressing a Client’s Cognitive Incapacity. This webinar was lead by Dr’s McClanahan and Somers.

If you are interested in getting involved with the board, please let me know.

Respectfully,

Kelly

Kelly McNerney, CFP®

kmcnerney@ceritypartners.com

2023 President of FPA NCA

Upcoming NCA Events

April 19th 12PM -1PM

Webinar: Register HERE for ESG, It Isn't What You Think it is, powered by Osterweis Capital Management.

May 22nd 11AM - 7PM 29th Annual FPA NCA Charity Golf Classic at 1757 Club, register HERE

Save the Dates

June 6th- Happy Hour and Nats Game

September 14th- Half Day Meeting

November 9^thHalf Day Meeting

We have launched a new Podcast-The Smarter Planner Podcast

In this episode host Belle Osvath, CFP® conducts an interview with with Emily O’Halloran the Executive Director of Medicare Portal. She has helped hundreds of Medicare beneficiaries navigate the Medicare enrollment process.

Check out the Smarter Planner Podcast Here

Join our new Linkedin Page!

FPA National Capital Area

1478 Greenmont Court

Reston, VA 20190

508-320-1685

Email: kristin@fpanca.org

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