Chapter Meetings



2018 Membership Meetings

 westwood2

held at Westwood Club, 6200 W Club Lane, Richmond 

Wednesday, May 9th, 3:50 – 6:00 p.m.

Two Speakers,

Cocktail Reception sponsored by MFS

FPA members and first-time guests can attend at no cost.

Register to attend below

3:15 – 3:45   Registration and Cocktail Reception begin

3:45 – 3:50   Announcements

3:50 – 4:40 Opportunities in Planning and Savings with

                        529 and ABLE Plans (1 CE Credit)

                       Presented by:  Mary Morris, CEO, Virginia 529

4:40 – 5:10  Cocktail Reception sponsored by Steve Burkhardt of

                                            

5:10 -6:00  Mastering Social Security: Benefits for Spouses,  

                       Survivors and Divorcees  (1 CE Credit)

                       Presented by:  Karen Ireland, MFS

May 2018 - MMtg Registration (click "submit" at end)

Membership Meetings for 2018:

#1  Wed., January 24th, 3:50 – 6:00 p.m.

#2  Fri., February 23rd, 8:00 – 10:00 a.m.

#3  Wed., May 9th, 3:50 – 6:00 p.m.

Forum 2018 – June 7th and 8th at University of Richmond

#4  Fri., September 21, 8:00 – 10:00 a.m.

#5  Wed., October 24th, 3:50 – 6:00 p.m.

#6  Fri., December 7th, 8:00 – 10:00 a.m.

Membership Meetings for 2017: “Review of the Year”

#1 Wed., January 25th, 3:50 – 6:00 p.m.

  • 2017 Global Economic Outlook, Ardavan Mobasheri, ACIMA
  • 2017: Asset Class Overview, Michael Newberger, PIA

#2 Fri., February 24th, 8:00 – 10:00 a.m.

  • Avoiding IRS Issues, Vaughan Long, Tax Solution Alliance
  • Business Formation/Transition Strategies, Sarah McCurry, Winslow and McCurry

#3 Wed., May 10th, 3:50 – 6:00 p.m.

  • Tax Savings: An Integral Part of Financial Planning, Sen. Stosch
  • Your Retirement – Your Way, James Hiter, Ameriprise

Forum 2017 – June 8th and 9th at University of Richmond

#4 Fri., September 15th, 8:00 – 10:00 a.m.

  • The Intersection of FP and Senior Living, Brad Breeding, myLifeSite.net
  • Financing LTC: Case Studies, Tom West, Signature Estate & Investment Advisors

#5 Wed., October 25th, 3:50 – 6:00 p.m.

  • Year End Tax Planning, Jennifer Flinchum, Keiter
  • How Global Threats Impact Investing & the Economy, Dr. Stephen Long, University of Richmond

#6 Fri., December 1st, 8:00 -10:00 a.m.

  • Reg A+, Rob Kaplan, Jr, Kaplan Voelker Cunningham & Frank PLC
  • Alternative Investment, Mat Dellorso, WealthForge