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September 2020

Sept 22 Fall Meeting Webinar

September 22, 2020 @ 11:30 am - 12:30 pm
Free

Guiding Clients Through Divorce: Regaining Clarity, Control and Financial Security Divorce impacts thousands of families annually and the data has spiked due to increased stressors of the pandemic. In the true fashion of the Society, we are bringing together a multi-disciplinary panel focusing on varying aspects of the divorce process – finances, mental wellness, legal matters, and the nuances for each case – to provide you with even more resources to guide your clients through this process. Please join us for…

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October 2020

October1 Golf Meet Up at Norbeck Country Club

October 1, 2020 @ 8:30 am - 1:30 pm
Norbeck Country Club, 17200 Cashell Road
Rockville, MD 20853 United States
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Free

Join your Chapter friends and colleagues for an informal golf meet up at Norbeck Country Club. You may choose to have your own cart or share with a buddy or member of your household. Guests are welcome. All Montgomery County and Club pandemic safety rules apply. Fee includes round of golf, cart, and post-round lunch and a drink provided by sponsor Principal Retirement Services. Each player will play the club directly.

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November 2020

November 17 Election 2020: Dissecting the Road Ahead

November 17, 2020 @ 9:00 am - 10:00 am
Free

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…

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December 2020

Dec. 8 – Holiday Happy Hour and Virtual Trivia Night

December 8, 2020 @ 4:30 pm - 6:00 pm

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,…

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January 2021

Jan 27 Grow Your Professional Network

January 27 @ 12:00 pm - 1:00 pm
Free

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.

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February 2021

February 25 – Lunch-and-Learn Series Part I

February 25 @ 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 @ 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 @ 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 @ 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 @ 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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