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    February 18, 2010 Luncheon Program

    Thu Feb 18, 2010 11:00 AM

     

    REGISTRATION FOR THIS PROGRAM HAS NOW CLOSED WE HOPE TO SEE YOU AT OUR MARCH PROGRAM! THANK YOU!

     

    SPECIAL ANNOUNCEMENT: We will be collecting Shoes for Haiti at this meeting. Please bring any shoes that you think might be helpful to people in Haiti, and Peggy will direct them for shipping. Thank you!

     

    KEY NOTE SPEAKER: MICHAEL KITCES

    The Impact of Market Valuation

    on Safe Withdrawal Rates

    (1 hr CFP CE Pending Approval, MD/VA INS CEU Approved)

     

    Two Speakers!

    First Speaker: Paul Hilton, Calvert Investments

    Green: The New Color of Investment Opportunity

    (1 hr CFP CE Pending Approval)

     

    PLEASE NOTE NEW LOCATION - CLYDE'S at TYSON'S CORNER

    8332 Leesburg Pike, Vienna, VA 22182

    (Link to Directions may be found at bottom of this page.)

     

    Link to Registration Page may be found at bottom of this page!

     

     

    Check-In                                                                   11:00AM

    Opening Remarks                                                      11:30AM

    Lunch and Keynote Presentation       

    Program Ends                                                              2:00PM

     

     

     

    Registration:

    Member $35     Nonmember $55     

    Pre-Registration for this event is required.

    Early Bird Registration - Before January 20: Members - $35 -- Non-Members - $55.  After January 20: Members - $55 -- Non-Members - $70

     

    Refund Policy: No Refunds Made After January 20, 2010. Substitutions will be accepted.  No cancellations may be accepted after January 20, 2010. However, substitutions after this date will be accepted. Cancellations received prior to January 20, 2010 will be refunded in full.

     

     

    Please Register on-line with a credit card or Mail check and Registration Form to:
    FPA National Capital Area

    c/o Peggy Nelson

    12816 Tewksbury Drive

    Herndon, VA 20171

     

    Timely Topic: The Impact of Market Valuation on Safe Withdrawal Rates

     

    Phenomenal Speaker: Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, CWPP

     

    With a natural inclination for thorough analysis, lifelong focus on advanced education, and years of experience in the financial services industry, Michael Kitces is uniquely qualified to help you accelerate the growth of your own financial planning knowledge. His writing and speaking will help to keep you on the cutting edge, with important information about financial planning changes and developments for the benefit of you and your clients.

     

    In addition to being a practicing financial planner, Michael publishes a monthly newsletter, The Kitces Report, that focuses entirely on only one or two topics, to provide the greatest depth of information, analysis, and application, to advance your knowledge. Michael is a nationally recognized speaker, a sought-after commentator on financial planning issues, and simply one of the top thinkers in our profession. To view a sample of his work, read a newsletter article on his website at www.kitces.com/what.php

     

    Please join us for lunch, networking with your peers, and a great opportunity to update your knowledge on this critical topic.

     

     

    Directions to Clyde's at Tyson's Corner may be found by following the link below.

     

     

     

     



    Location: Clyde's, 8332 Leesburg Pike, Vienna, VA 22182  Get directions


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