2020-2021 Board of Directors Elected at Virtual Annual Meeting
Congratulations to the 2020-2021 Board of Officers and Directors elected during the Chapter’s virtual Annual Meeting. Jason Dall’Acqua, CFP® of Investment Planning Associates, Inc., was elected president; Sara Mikulsky, CPA or Cohn Reznick is vice president, and temporarily remains in … Continue reading
Chapter Events Postponed Due to Covid19
The Community Forum, Spring Women’s Event and Annual Membership Luncheon all have been postponed. We look forward to seeing you again soon.
CohnReznick is newest Platinum Sponsor
The Chapter welcomes CohnReznick LLP as our newest Platinum Sponsor. It is the eleventh largest public accounting firm in the United States based on aggregated 2017 revenues with local offices in Bethesda and Tysons. CohnReznick has provided expert speakers at … Continue reading
Chapter Experts Lead Charitable Planning Roundtables
The National Capital Gift Planning Council (www.ncgpc.org) invited Chapter members to participate in their Charitable Planning Forum. Gary Altman, Larry Bell, Vijay Khetarpal and Ben Jolly each provided their own perspective based on their expertise and discipline.
Professional Night 2020
200 local financial service professionals enjoyed an evening of networking and entertainment. The NFLs first female official, Sarah Thomas, provided a keynote address describing the challenges she faced and rewards she has achieved in pursuing her dream job. See more … Continue reading