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February 2021
February 25 – Lunch-and-Learn Series Part I
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…
Find out more »April 2021
April 20 Lunch-and-Learn Part II
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…
Find out more »May 2021
LUNCH-AND-LEARN PART III – Income – POSTPONED
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…
Find out more »June 2021
June 10 Annual Membership Meeting and Wine Tasting
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…
Find out more »September 2021
Sept 28 Fall Meeting
Cryptocurrency - the Next Disruptor in Financial and Tax Annual Fall Meeting Cryptocurrency has become a $2 trillion asset class - another "disruptor" segment that may forever change investment and tax planning. Advisors, accountants and estate attorneys to learn the latest to quickly adapt. If your clients aren’t asking you about it or informing you of their personal holdings, then they likely will be soon. Be prepared to have an informed discussion with your clients with this one-hour seminar. Offering one hour of…
Find out more »October 2021
POSTPONED — Oct. 28 Outdoor Networking Happy Hour
Reconnect with Chapter members and guests at our first in-person networking event in 18 months! Join NCCSFSP members and guests on the covered patio at Casa Oaxaca. Happy hour nibbles and drink tickets included in the registration fee. Reconnect. Reconvene. We look forward to seeing you in-person!
Find out more »November 2021
11.16 Lunch-and-Learn Webinar: Proposed Tax Law Changes and Year-End Planning Implications
Learn more on proposed tax law changes and year-end planning implications for your clients. Join the CohnReznick tax professionals as they provide an update on federal and state taxation philosophies and proactive perspectives on planning strategies. Topics to be discussed include: • Recap on effects of recent federal and state tax rulings • Key takeaways from state remote working environments and rulings • Implications of infrastructure spending • Specialized tax highlights - Estate planning, Corporate/Individual Tax changes, and other topics…
Find out more »December 2021
12.9 Golf Outing and Toy Drive – POSTPONED
Golf! Happy Hour Beverages and Buffet! In-person networking! Members and Guests Welcome! We look forward to seeing you in-person at Top Golf at National Harbor as the National Capital Chapter, Society of FSP and NAIFA-GWDC resume our annual joint holiday gathering tradition. Please remember to bring an unwrapped toy for the Helping Hands Society collection for distribution to DC children in need.
Find out more »March 2022
3.15.22 Virtual Morning Meet-Up
Energize your day, your week and your outlook on work with a one-hour virtual coffee-meet up Register by March 1 to have morning treats delivered to your door. Sip and nibble as you enjoy a motivating discussion with Nettie Owens.
Find out more »April 2022
4.21 Top Golf Outing
Calling golfers and non-golfers to join us for a casual afternoon at Top Golf National Harbor. Get into the swing with NCCSFSP.
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