Chapter Meetings



2018 Membership Meetings

 westwood2

held at Westwood Club, 6200 W Club Lane, Richmond 

Friday, September 21st, 8:00 – 10:00 a.m.

Two Speakers,

Continental Breakfast

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

Registration Not Open at this time

7:30 – 7:55   Registration and Continental Breakfast begin

7:55 – 8:00   Announcements

8:00 – 8:50 TBA  (1 CE Credit)

8:50 – 9:10  Continental Breakfast continues

9:10-10:00  TBA  (1 CE Credit)

 

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