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February 2019

February 28 2019 Professional Night with Frank Abagnale

February 28, 2019 @ 5:00 pm - 8:00 pm
The Ritz-Carlton, Tysons Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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Join us for our 22nd annual Professional Night! This always popular event is a great opportunity to network with your colleagues, entertain clients and reward star employees. More details …. Full listing of sponsorship and advertising opportunities ....

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March 2019

April 13 Community Forum Volunteer Opportunity

March 20, 2019 @ 8:00 am - 5:00 pm

In celebration of National Financial Literacy Month and in partnership with the Metropolitan A.M.E. Church and the Daniel Alexander Payne Community Development Corporation, the Chapter will hold it's 4th annual Achieving Financial Success: A Community Forum on Saturday, April 13 from 8:30 - 12:00 noon. Chapter members may volunteer to provide input at break-out session tables for community attendees with questions on retirement, eldercare and other topics.

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June 4 Annual Membership Meeting

March 20, 2019 @ 8:00 am - 5:00 pm
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May 2019

May 16 Women’s Networking Event at Hillwood Estate

May 16, 2019 @ 12:00 pm - 2:30 pm
Hillwood Estate, Museum & Gardens, 4155 Linnean Avenue Northwest
Washington, DC 20008 United States
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Join us for our popular women's networking program. Experience the joys of Spring at the beautiful Hillwood Estate Museum and Garden. Lunch, spring philanthropy presentation and mansion tour included. Click here for downloadable invitation to save or share   Joanne Pipkin, CAP® Director of Development  Greater Washington Community Foundation  With extensive experience in relationship management and working with premier non-profit organizations, Joanne focuses on building strong and collaborative partnerships between the regional professional advisors and The Community Foundation through her…

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June 2019

June 4 Annual Membership Meeting

June 4, 2019 @ 10:45 am - 1:30 pm
Washington Golf & Country Club, 3017 North Glebe Road
Arlington, VA 22207 United States
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Free

Annual Membership Meeting and Election of Officers and Directors Program: Making Your Money Last As Long As You Do - Planning for Longevity Please join us for an exciting and informative discussion around a topic that is relevant to us all, longevity. With life expectancy continuing to increase, the importance of proper planning across financial service industries has never been greater. You will hear from three terrific speakers, each of which bring a unique perspective to the topic. You will…

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September 2019

Networking Happy Hour

September 11, 2019 @ 5:30 pm - 7:30 pm
Tyson’s Corner, 8010 Towers Crescent Drive, #Suite 100 Suite 100
Vienna, VA 22182 United States
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Join us for a joint event with a new partner, the Estate Planning Council of Northern Virginia. Expand your knowledge and professional network! Registration fee includes happy hour nibbles and two drink tickets. Complimentary valet parking is available at Chima. More details

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October 2019

October 24 Fall Membership Meeting

October 24, 2019 @ 10:45 am - 1:45 pm
Congressional Country Club, 8500 River Road
Bethesda, MD 20817 United States
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Free

Opportunities and Risks: What You Need to Know About Real Estate Investing Please join our panel of accomplished professionals to discuss key topics including: The current state of the commercial real estate market given the extended market cycle and current interest rate environment, Recent tax changes beneficial to REITs/investors and tax-advantaged real estate transactions, Insurance considerations around asset protection and liquidity solutions, and Estate planning techniques for various types of property. CHRIS CZARNECKI CHIEF EXECUTIVE OFFICER BROADSTONE Chris is responsible…

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November 2019

November 14 Happy Hour Beyond the Beltway

November 14, 2019 @ 5:30 pm - 7:30 pm
Cooper’s Hawk Winery & Restaurant, 19870 Belmont Chase Drive
Ashburn, VA 20147 United States
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Expand Your Professional Network Join us for our popular Networking Beyond the Beltway series as we head to Coopers Hawk Winery in Ashburn. Expand your professional network in one of the fastest expanding parts of our region. We will be joined by members and guests of NAIFA-Greater Washington DC.

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February 2020

Feb 12 Professional Development – Heckerling Review

February 12 @ 9:00 am - 11:00 am
CohnReznick LLP, 8000 Towers Crescent Drive, #1000
Tysons, VA 22182 United States
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Two hours of continuing education for accountants, insurance professionals, financial planners.Join the Chapter for our annual Heckerling Seminar review with past-president Gary Altman, Esq., CFP. This course is advanced level with content for all disciplines.

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March 2020

March 4 Professional Night

March 4 @ 6:00 pm - 9:00 pm
The Ritz-Carlton, Tysons Corner, 1700 Tysons Boulevard
McLean, VA 22102 United States
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Join us for the premier financial services networking event in the Washington, DC area. You won't want to miss this elegant evening with a who's who in the financial services industry. Perfect for brand enhancement, client appreciation or colleague recognition. This is the 23rd annual Professional Night! Sponsorship and attendance details  

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