Forum 2018



FPA Forum 2019

SAVE the DATES – June 6 & & – at U of R

FPA FORUM 2018

University of Richmond, Jepson Alumni Centerjepson-alumni-center

 held June 7 & 8

Thank you to our Partners:

Cantor Fitzgerald – Matt Wolf, matt.wolf@cantor.com

GBX Group – Shelby Triick, striick@gbxgroup.com

Ivy Investments – Jon Boldt, jboldt@ivyinvestments.com

American Funds – Marek Blaskovic, mbxb@capgroup.com

MoneyGuidePro – Amanda Seeman, aseeman@pietech.com

Charles Schwab – Dennie Parlante, dennis.parlante@schwab.com

VA College Savings (529) – Lori Flannery, lflannery@virginia529.com

 

 

All CE credits have been filed with the CFP and VA Insurance Boards:
CFP Credits = 15 (approved,  2 CFP Ethics credits)
VA Insurance = 15 (pending,  2 ethics credits)

CPA Credits = 15 (approved CPA and CFP ethics)*
(*Note: A CPE Certificate will be supplied for CPA credits as well as for self-filing designations)

2-day AGENDA