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February 2021

February 25 – Lunch-and-Learn Series Part I

February 25, 2021 @ 12:00 pm - 1:00 pm
Free

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…

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April 2021

April 20 Lunch-and-Learn Part II

April 20, 2021 @ 12:00 pm - 1:00 pm
Free

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…

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May 2021

LUNCH-AND-LEARN PART III – Income – POSTPONED

May 27, 2021 @ 12:00 pm - 1:30 pm
Free

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…

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June 2021

June 10 Annual Membership Meeting and Wine Tasting

June 10, 2021 @ 5:00 pm - 6:30 pm
Free

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…

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September 2021

Sept 28 Fall Meeting

September 28, 2021 @ 4:00 pm - 5:30 pm
Free

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…

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October 2021

POSTPONED — Oct. 28 Outdoor Networking Happy Hour

October 28, 2021 @ 5:00 pm - 7:00 pm
Casa Oaxaca Bethesda, 4905 Fairmont Avenue
Bethesda, MD 20814 United States
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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!

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November 2021

11.16 Lunch-and-Learn Webinar: Proposed Tax Law Changes and Year-End Planning Implications

November 16, 2021 @ 12:00 pm - 1:00 pm
Free

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…

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December 2021

12.9 Golf Outing and Toy Drive – POSTPONED

December 9, 2021 @ 3:30 pm - 5:30 pm
Topgolf, 6400 Clipper Way
Oxon Hill, MD 20745 United States
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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.

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March 2022

3.15.22 Virtual Morning Meet-Up

March 15 @ 9:00 am - 10:00 am
Free

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.

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April 2022

4.21 Top Golf Outing

April 21 @ 3:30 pm - 5:30 pm
Topgolf, 6400 Clipper Way
Oxon Hill, MD 20745 United States
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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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