President's Message

Dear FPA NCA Members,



Between the cherry blossoms and a deluge of client correspondence pertaining to getting organized for tax season, Spring is here! The FPA NCA has continued to build momentum from our well attended Smarter Planner Winter Symposium this month with an Alternative Investment showcase at the Archer Hotel in Tyson’s Corner on March 7^th.

If you attended, thank you! If not, you missed a deep dive into Private Credit with Golub Capital, innovation in the Private Equity space with Blackstone, and opportunities in Private Infrastructure with Cantor Fitzgerald. Thank you again to our sponsors for bringing in experts to demystify these asset classes! 

Once we’ve all recovered from the April 15^th deadline, get ready for some excellent in-person events in April, May and June.

Upcoming Events- Click the graphic to register

• Half-Day Mini Symposium – June 26^th, 2024 @ ProShares in Bethesda - Save the Date!

Looking ahead, July is Technology Month. If there are any software packages that you are considering incorporating into your tech stack, please email Kristin Beane at kristin@fpanca.org with your ideas and we’ll contact them for a demo.

Don’t forget 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

Welcome New Members!

Michael Brenner CFP®

Rob Heltzel

Kristi Henry CFP®

Erin Koeppel

Thomas McElwee

Peter Ramig

Kristina Sturgis CFP®, CDFA, APMA, CK

Anastasia Taber CFP®

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!