2016 19th Annual Continuing Education Symposium



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 The Ever Changing Landscape of our Industry and Clients:

From the Department of Labor to Millennials, it’s time to adapt and evolve

 

 

  • Friday, October 14, 2016
  • 7:30am Registration/Continental Breakfast
  • 8:00am – 4:30pm
  • DoubleTree by Hilton Norfolk Airport, 1500 N. Military Highway, Norfolk, VA 23502

 

SPEAKERS ANNOUNCED

 

Advising Clients through the Toughest Times of Life

  •    Amy Florian—CEO of Corgenius

 

Effective Client Review

  •    Kenneth Haman—Managing Director of The Alliance Bernstein Advisor Institute

 

Technology: Disruption in Wealth Management

  •    Greg Vigrass—President and CEO of Folio Institutional

 

Financial Planning in the Shadow of Dementia

  •    Douglas A. Ewing, J.D., CFP, RICP —Director, Advanced Markets, Transamerica

 

Business Valuations and Succession Planning

  •    William P. Stark, J.D. LLM, CLU—Senior Advanced Marketing Counsel, Securian

 

Investor Psychology & 2017 Market Outlook 

  • Clay Hilbert, Senior Vice President, Davenport Asset Management
  • Chris Hilbert, First Vice President, Davenport Asset Management

 

FPA Symposium Flyer

2016 Symposium Registration Form

2016 FPA Hampton Roads Symposium Partnership Opportunities

 

6 hours CFP CE and 6 hours Virginia Insurance CE Approved

 

Thank you to our 2016 Symposium Partners

CHEVY

 

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Franklin Templeton