Chapter Meetings



2020 FPA CVA Membership Meeting

Friday, February 21

FPA CVA Membership Meeting & Continental Breakfast

 westwood2

Westwood Club, 6200 W Club Lane, Richmond 

RSVP Closed

7:15 a.m.  Registration and Continental Breakfast begin

7:45 a.m.  Announcements

8:00 – 8:50 – Gigi Robson: What is a Collaborative Practice
Learn about the “Collaborative Divorce” and the pros and cons of the process.

                        1  CFP, CPA CE credit

8:50 – 10:00  Continental Breakfast continues

9:10-10:00 – Jim Fisher: Protect Yourself, From Yourself
Discuss solutions to combat behavioral and cognitive biases and make informed decisions.

                        1 CFP, CPA CE credit

Membership Meetings 2020: Review of the Year

#1 Wed., January 22nd, 3:50 – 6:00 p.m.

  • Market update, Rob Glownic, Riverfront
  • Memory Loss, Alzheimer’s, and What and FP can do and When, Tina Thomas, Alzheimer’s Assoc.

#2 Fri., February 21st, 8:00 – 10:00 a.m.

  • What is a Collaborative Process, Gigi Robson, Respond, LLC
  • Protect Yourself, From Yourself, Jim Fisher, Columbia Threadneedle

Membership Meetings 2019: Review of the Year

#1  Wed., January 23th, 3:50 – 6:00 p.m.

  • Step-by-Step Succession Planning Process and Procedure, Emily Chiang, EMC Succession Planning
  • Making IRA Beneficiary Designations and Taking Minimum Distributions, Tim Guare, Timothy H. Guare, PLC

#2  Fri., February 22nd, 8:00 – 10:00 a.m.

  • Protecting Your Identity and Other Security Issues, David Husler, FBI
  • National Economic Update, Sonya Waddell, Federal Reserve of Richmond

#3  Wed., May 8th, 3:50 – 6:00 p.m.

  • Financially Counseling Grieving Clients, Pete Shrock, Legacy Navigator
  • LTC, Gordon Saunders, Genworth

#4  Fri., September 27th, 8:00 – 10:00 a.m.

  • Education Funding and the Higher Education Landscape, Tom Leahy, OptimumEd
  • The Real Medicare Costs: A CFP’s Guide to Medicare Planning, Bryan Gay, Boomer Insurance Group

#5  Wed., October 23rd, 3:50 – 6:00 p.m.

  • Understanding Senior Care Options, Lisa Hollier, Choice Connections
  • Sustainability Investing: Enhancing Your Offering, Kahne Krause, DFA

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

  • Tax Update – What we know now – After the TCJA, Jen Flinchum
  • Philanthropy and the TCJA of 2017, Brandon Butterworth, TCF of Richmond
Membership Meetings 2018:  Review of the Year
#1  Wed., January 24th, 3:50 – 6:00 p.m.
  • Economic Outlook, Thomas Galgano, Vanguard
  • Financial & Health Mgt Aspects in Again, Shawn Majette, ThompsonMcMullan

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

  • The Tax Cuts and Jobs Acts, Bobby Hamlett, Williams McMullen
  • National Economic Outlook & Monetary Policy, Sonya Waddell, Federal Reserve in Richmond

#3  Wed., May 9th, 3:50 – 6:00 p.m.

  • Opportunities in Planning & Saving with 529 and ABLE Plans, Mary Morris, VA529
  • Mastering Social Security: Benefits for Spouses and Divorcees, Karen Ireland, MFS

Forum 2018 – June 7th and 8th at University of Richmond (15 CE credits)

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

  • Generating & Monetizing Tax Incentives: Historic Preservation/Rehabilitation, Gordon Short, GBX Group
  • Regulatory Compliance Hot Topics 2018, Marina Baranovsky, Scitus Consulting

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

  • 2018 Year End Tax Planning, Jen Flinchum, Keiter
  • Capital Market Outlook and Opportunities, James Fisher, Columbia Threadneedle

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

  • Global Security Threats for 2019, Dr. Stephen Long, UR
  • Qualified Plans, David Flinchum, Cherry Bekaert

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