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December 4 2018 Luncheon Program
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December 4 2018 Luncheon Program

Please join us for our Luncheon Program and Membership Annual Meeting at Westwood Country Club. This will be a TUESDAY PROGRAM!

 Export to Your Calendar 12/4/2018
When: 12/04/2018
11:00 am
Where: Map this event »
Westwood Country Club
800 Maple Avenue, East
Vienna, Virginia  22180
United States
Contact: Peggy Nelson
703-620-1712


Online registration is available until: 12/4/2018
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Members: $40 - Non-Members: $60

Westwood Country Club

Check in begins at 11:00 am and the program will end by 2:00 pm

Join us for the Annual Membership Meeting and Meet our 2019 Board!

THIS WILL BE A TUESDAY LUNCHEON PROGRAM!

 

FPA National Capital Area Presents

 

December 4, 2018 (TUESDAY) Member Luncheon and Annual Meeting

Check-in 11:00AM – Opening Announcements Begin at 11:30AM

Westwood Country Club, Vienna, VA

 

2 CFP, MD Insurance, VA Insurance and CIMA CE Pending Approval

CPA CPE Offered

 

TWO PRESENTATIONS

 

Opportunities in Planning and Saving with 529 College Savings and ABLE Programs

Mary G. Morris, Chief Executive Officer, Virginia 529

 

Impress your clients with your knowledge of the ins and outs of 529 education savings and ABLE plans, including tax benefits, impact on other benefits and estate planning opportunities.  Learn about the many ways you and your clients can plan and save with 529 and ABLE plans (emphasizing Virginia529 and ABLEnow programs).  The discussion will touch on other savings strategies, the interplay between 529 and ABLE plans with existing benefits the client may receive and ways financial planners can incorporate discussions about these plans into their practice and help clients address these savings needs.

 

Economic Outlook for 2019

Abdur Nimeri, PhD, Senior Investment Strategist, Northern Trust Asset Management

 

Join us as we explore the current economic climate and the outlook for 2019! This presentation will look at our economy from a National perspective. The impact of the recent disasters around the country will be reviewed and studied to examine that impact on the economy. Job growth and real estate trends will be reviewed, as well as recent government policies and their impact on our economic forecast.