Join the Chapter for a bonus webinar to learn how the election results will impact your clients and your practice. Election years always bring a lot of questions and uncertainty, and 2020 has certainly been no different. Join us on November 17th as we dissect how the 2020 election results could impact the political, regulatory, and financial landscape. From health care, to taxes, to the economy and more, there is a lot to be unpacked. You will hear unique insights…

Virtual Trivia Night and Holiday Happy Hour. Proceeds benefit the Helping Hands Society's annual toy collection for those in need in DC. Join members and guests of the National Capital Chapter Society of FSP and NAIFA-Greater Washington DC for a fun hour of virtual trivia with professional gurus District Trivia. Proceeds go to the Helping Hands Society for its annual DC toy distribution. Can't join us for trivia? You may donate to the Helping Hands Society through the registration portal,…

Build Better Professional Relationships to Generate New Business The Chapter is excited to offer members and guests a chance to learn from one of the best, Barron's Hall of Fame Advisor Jonathan Kuttin, President and CEO of Kuttin Wealth Management and Kuttin Consulting Group. Start 2021 with a plan to expand your business by enhancing your professional network.

3-part Lunch-and-Learn Series. Short. Smart. Society of FSP. Join Chapter members and guests for Part I of our three-part Lunch-and-Learn series that will provide innovative planning ideas for your clients to take advantage of today's historically low interest rates. This session will focus on real estate - whether your client is contemplating a move, a renovation or the purchase of a vacation home. Subsequent sessions will focus on insurance (April) and income opportunities (May). Featuring Leslie Wish, Senior Loan Officer, McLean…

3-part Lunch-and-Learn Series. Short. Smart. Society of FSP. Join Chapter members and guests for Part II of our three-part Lunch-and-Learn series that will provide innovative planning ideas for your clients to take advantage of today's historically low interest rates. This session will focus on insurance - from product innovation and availability to opportunities in wealth transfer and legacy planning to life insurance as an asset class. The final session in May will focus on income generation.   Panel of Experts…

Threading the Investment Needle: Low and Rising Interest Rates Join Chapter members and guests for Part III of our three-part Lunch-and-Learn series. It’s no secret that generating income in today’s low interest rate environment is not easy and often involves pushing clients into riskier assets that they might not be comfortable with. To make things worse traditional fixed income investments, normally the ballast of a diversified portfolio providing principal protection and the primary source of portfolio income, are vulnerable to…

REGISTER BY JUNE 1 to have wines shipped to your home or office in time for the tasting. Wine Down with The Wine Coach! It's hard to believe we have to hold our second Annual Meeting in a virtual format. In addition to conducting our election of officers and directors and other Chapter business, we have organized a special treat for members. We thank you for supporting the Chapter as we have shifted to virtual programming that has been informative…