President's Message

2020!  I’m sure that some of you are like me and can’t believe that a year with such a significant number can be here already.  Like many, I want it to be a year of vision and maybe even more so of clarity.  The beginning of any year is a time for a renewed sense of purpose and planning, and it just feels especially so in this auspicious year.  So, I hope that you will take a moment how to leverage the value of your IMA membership through it’s many education opportunities, publications and local networking opportunities through the chapter.

At this month’s meeting, we welcome Patrick Berbach from Swingdon, Springer and Company who will give the annual Federal Tax Update.  After dinner, we will have the pleasure of hearing from Brittany O'Diam Horesman on Estate Planning.  In February, we will be hosting our annual Student Night Event and then in March we will be hosting one of the latest IMA Ethics programs.

Unfortunately, we have had to cancel the Symposium of Investment Advisors for this year.  We were really looking forward to this opportunity, and we would love to hear from you if this is an opportunity that you would be interested in for the future.  There is a fair amount of coordination in preparing the event and we want to make sure it is something that you see as valuable as members.

We hope to see you at the first meeting of this new decade!  Let’s kick it off right.

Paul Myers