2018 21st Annual Symposium



Date: Thursday, September 20, 2018

Time: 7:30am Registration/Continental Breakfast; Programs  8:00am – 4:30pm

Place: DoubleTree by Hilton Norfolk Airport, 1500 N. Military Highway, Norfolk, VA 23502

Continuing Education Credits: up to 6 hours CFP and 6 hours Virginia Insurance

Topics Include:

  • Social Security: Key Concepts & Sophisticated Strategies to Help Maximize Benefits – Presented by Gayle Buckner, CFP®, CRPS, AIF, CHSA, Senior Vice President, Franklin Templeton

 

  • Market, Economic UpdatePresented by Wayne Wilbanks, CFA, Managing Principal, Chief Investment Officer, Wilbanks, Smith &Thomas Asset Managment LLC

 

  • The Future of Advice- Education & Longevity are raising the expectations for Advice– Presented by T. Ryan Sullivan, CLU®, ChFC®, CFP®, CRPC®, Managing Director, Strategic Markets, Hartford Funds

 

  • Aging and It’s Financial Implication: Planning for Housing– Presented by Eric Kruk, Regional Director, MidAtlantic Region, LeggMason

 

  • Real Assets: The Real Deal? Asset Allocation Challenges in Today’s Market– Presented by Andy Wilson, Investment Specialist, DWS

 

  • Financial Advisory Through the 1040- Tax Planning Strategies– Presented by  Dan Cook, CPA, CFP®, Owner, Cook Financial Designs​

 

  • And More!

 

Cost: $225 Chapter Member; $325 Non Member

$50 Early Bird Discount Extended: Register by July 31, 2018 $175 Member; $275 Nonmember

Registration

 

On line Registration: https://fpahr-2018-symposium.eventbrite.com

Or download our 2018 Symposium Registration Form and email to our Executive Director at admin@fpahr.com

Invite a Colleague: 2018 Symposium Flyer

Thank You to Our  2018 Symposium Sponsors

 

 

2018 Symposium Sponsorships Available

 

Please click here to download our Sponsorship Opportunities

2018 FPA Hampton Roads Symposium Partnership Package