Chapter Meetings



2017 Events

 

January 11, 2017

Monthly Breakfast Meeting

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “Opportunities in Planning & Saving with 529 and ABLE Programs”
Speaker:  Mary Morris, CEO, Virginia 529
RSVP:  Click Here to RSVP by January 6, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP®  and one hour Virginia Insurance credit for FPA Hampton Roads Chapter Members


February 7, 2017

Nex Gen Social- Join Us! 

Time:  6PM Cash Bar
Location: Gordon Biersch, Virginia Beach
RSVP:  Click Here to RSVP by February 6, 2017

Sponsored by:

Choice Insurance Agency Logo 1

 

 

Chris Wagenbrenner  757-619-2260


February 8, 2017

Monthly Afternoon Meeting

Time:  4:30 p.m. till 6:00 p.m. Monthly Networking & Education Meeting
Topic:  “Managing Healthcare Costs in Retirement”
Speaker:  Stephen Gilbert, CFP, CLU, CjFC, RICP, CRPC, Manager Advanced Planning Group, Prudential Annuities
RSVP:  Click Here to RSVP by February 3, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads Chapter Members


February 15, 2017

ODU Insurance & Financial Services Career Day- Supported by FPA Hampton Roads Career Development

Time:  5:00PM to 7:oo PM
Location: Old Dominion University- Webb Center

Contact Will Miller, FPA Career Development Director,  for more information and if you would like to volunteer at our FPA Table.

If you would like to have a table to recruit for your firm, please register at: https://www.eventbrite.com/e/odu-finance-risk-management-insurance-financial-planning-career-fair-tickets-27795927367


 

February 15, 2017

Peninsula Networking Group Announced

Time: 6:00PM
Location: Waypoint Grill, Williamsburg, VA

Financial services professionals on the Peninsula and Middle Peninsula have long been underserved by the FPA of Hampton Roads. Since most all chapter events are held on the Southside, the rush-hour bridge-tunnel traffic presents a major obstacle to Northside professional participation. Hence the motivation for us to found the “Value Networking Group” on the Peninsula.

This will be a network of experienced financial service professionals on the Northside of Hampton Roads actively growing their businesses. Networking allows them to share ideas that seize opportunities presented by regulatory changes and technology innovations. They are committed to delivering high-value service to premium clients.

The first meeting of the “Value Networking Group” is set for 6:00 PM on Wednesday, February 15 at Waypoint Seafood & Grill in Williamsburg. Format is cash-bar plus light appetizers. There is no on-going commitment nor registration fee.

Early registrants are expressing a lot of energy about this opportunity. If you are interested in participating, contact Bill Van Hoy at bill@vanhoy.consulting.

Bill is organizing this in his role as our Past-President. As a resident of Gloucester Point, He wants to promote synergies among financial services professionals on the Northside of Hampton Roads.


 

February 25, 2017

Mastering Your Money- Save Yourself WorkshopSupported by FPA Hampton Roads Community Outreach

Time:  11:00 AM to 2:00 PM
Location: Virginia Beach Central Library

Starting in 2016, instead of one Financial Planning Day, we have been doing smaller events with targeted messages.  We did our first event as a partnership with Central Library and Bank On Virginia Beach in October and we centered the message on Retirement planning.  We recently completed the Credit event on Saturday January 14th and we are looking forward to a Savings/Investment Focused workshop on Saturday February 25th.  I hope you will make yourself available for that event.  Jenny Alston jalstonwr07@aol.com is coordinating the list of people who can volunteer.

Master Your Money: Save Yourself

February 25, 2017 11:00 am – 2:00 pm at Central Library Virginia Beach.  We will have Virginia 529 discussing the importance of saving for education, a workshop on getting started with your savings plan and FPA will discuss Investing for Retirement.  In addition to the three workshops we will have personal consultations with the public about their savings and investment plans.  I hope to have some volunteers who can assist the public with the Ballpark estimate for retirement savings as well.  Again, Jenny Alston is your contact if you are able to assist that day.


 

 

March 8, 2017

Monthly Breakfast Meeting

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “2017 Economic Forecast”
Speaker:  Dr. Vinod B. Agarwal , Phd, Director of the Economic Forecasting Project and Professor of Economics, Old Dominion University
RSVP:  Click Here to RSVP by March 3, 2017

Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: One hour CFP® credit  and One Hour Virginia Insurance credit approved for FPA Hampton Roads Chapter Members


 

April 11, 2017

Peninsula Advisory Networking Group

Time:  6PM Cash Bar
Location: Waypoint Seafood & Grill, 1480 Quarterpath Rd, Williamsburg, VA
RSVP:  Click Here to RSVP to Bill Van Hoy by April 10, 2017

Sponsored by:

Vainy Gleveckas


 

April 12, 2017

Monthly Afternoon Meeting

Time:  4:30 p.m. till 6:00 p.m. Monthly Networking & Education Meeting
Topic:  “Department of Labor Update”
Speaker:  Jay Keeton
RSVP:  Click Here to RSVP by April 7, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd., Virginia Beach, VA 23462
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads Chapter Members


April 19, 2017

Nex Gen CFP Designation Q&A followed by Social- Join Us! 

Time:  5:00 PM
Location: Wells Fargo Building followed with Social at 6PM at the  Barrell Room, Norfolk, VA
RSVP:  Click Here to RSVP by April 17, 2017


May 11, 2017

Nex Gen Social- Join Us! 

Joint Social hosted by the Independent Insurance Agents of Virginia (IIAV)

Time:  5:30 PM Cash Bar
Location: Esoteric, Virginia Beach, VA
RSVP:  Click Here to RSVP by May 10, 2017


 

May 10, 2017

Monthly Breakfast Meeting

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “Social Security Updates”
Speaker:  Inez Loyd, Social Security Administration
RSVP:  Click Here to RSVP by May5, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads Chapter Members


June 6, 2017

Nex Gen Social- Join Us! 

Joint Social hosted by FPA Hampton Roads with Virginia Society of CPAs, Independent Insurance Agents of Virginia (IIAV) and Virginia Bankers Association

Time:  6:00 PM Cash Bar
Location: Grain at the Hilton Main Hotel, Norfolk, VA
RSVP:  Click Here to RSVP by June 2, 2017


June 6, 2017

Peninsula Advisory Networking Group

Time:  6PM Cash Bar
Location: Waypoint Seafood & Grill, 1480 Quarterpath Rd, Williamsburg, VA
RSVP:  Click Here to RSVP to Bill Van Hoy by June 5, 2017


 

June 14, 2017

Monthly Afternoon Meeting

Time:  4:30 p.m. till 6:00 p.m. Monthly Networking & Education Meeting
Topic:  “Retirement Planning for Today’s Women”
Speaker:  Kyle Inglis, Regional Sales Vice President, Brighthouse Financial, Inc
RSVP:  Click Here to RSVP by June 9, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads Chapter Members


July 12, 2017

Monthly Breakfast Meeting

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “TBD”
Speaker:  Angela Manz, Attorney
RSVP:  Click Here to RSVP by July 7, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads Chapter Members


 

August 9, 2017

Monthly Afternoon Meeting

Time:  4:30 p.m. till 6:00 p.m. Monthly Networking & Education Meeting
Topic:  “Planning Longevity for Those Loved Ones with Special Needs”
Speaker:  Shannon A. Laymon-Pecoraro, Attorney, Hook Law Center
RSVP:  Click Here to RSVP by August 4, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads Chapter Members


 

August 22, 2017

Nex Gen Social- Join Us! 

Time:  6:00 PM Cash Bar
Location: Tupelo Honey, Virginia Beach, VA
RSVP:  Click Here to RSVP by August 21, 2017


 

August 22, 2017

Peninsula Advisory Networking Group

Time:  6PM Cash Bar
Location: Waypoint Seafood & Grill, 1480 Quarterpath Rd, Williamsburg, VA
RSVP:  Click Here to RSVP to Bill Van Hoy by August 21, 2017


August 24, 2017

Nex Gen Social- Join Us! 

Joint Social hosted by the Virginia Bankers Association

Time:  5:30 PM Cash Bar
Location: TBD
RSVP:  Click Here to RSVP by August 25, 2017


September 13, 2017

Monthly Breakfast Meeting

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “TBD”
Speaker:  TBD
RSVP:  Click Here to RSVP by September 8, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads Chapter Members


October 3, 2017

Nex Gen Social- Join Us! 

Time:  6:00 PM Cash Bar
Location: Supper, Norfolk, VA
RSVP:  Click Here to RSVP by October 2, 2017


 

October 20, 2017

20th Annual Continuing Education Symposium

Time:  7:30 a.m. Registration; 8:00 a.m. till 4:00 p.m. Presentations
Registration:  Click Here to register online, or visit our Symposium page to download registration form
Location: DoubleTree by Hilton Norfolk Airport, 1500 N. Military Hwy, Norfolk, VA 23502
CE credit: Applying for seven hour CFP® credits and seven Virginia Insurance Credits for all attendees which includes 2 hours of CFP Ethics


November 8, 2017

Monthly Breakfast Meeting/2018 Board Election

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “Deferred Compensation & Alternative Strategies for High Income Earners”
Speaker:  Larry Bell, ADVISORS, LLC
RSVP:  Click Here to RSVP by November 3, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads Chapter Members


December 13, 2017

Monthly Breakfast Meeting

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “TBD”
Speaker:  TBD
RSVP:  Click Here to RSVP by December 8, 2017
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads Chapter Members


2018 (SAVE THE DATES)

January 10, 2018

February 14 2018

March 14, 2018


 

2016  EVENTS

 

 

January 13, 2016

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “What Every Financial Advisor Needs to Know About Divorce”
Speaker:  Sherra R. Herrell, JD, CFP®
RSVP:  Click Here to RSVP by January 8, 2016
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP®  and one hour Virginia Insurance credit for FPA Hampton Roads season-pass holders.


February 9 2016

Nex Gen Social- Join Us! 

Time:  6PM Cash Bar
Location: Yard House, 4549 Commerce St., Virginia Beach, VA 23462
RSVP:  Click Here to RSVP by February 5, 2016


February 10, 2016

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “2016 Regional Economic Forecast”
Speaker:  Dr. Vinod Agarwal, Ph.D., Professor of Economics, Strome College of Business, Director: ODU Economic Forecasting Project, Old Dominon University
RSVP:  Click Here to RSVP by February 5, 2016
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads season-pass holders


February 17, 2016

ODU Insurance Career Day- Supported by FPA Hampton Roads Career Development

Time:  5:00PM to 7:oo PM
Location: Old Dominion University- Webb Center


March 9, 2016

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “Pulse of the Mortgage Industry: dodd-Frank, CFBP, and Underwriting”
Speaker:  Joe Kersey, Atlantic Bay Mortgage
RSVP:  Click Here to RSVP by March 4, 2016

Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: One hour CFP® credit  and One Hour Virginia Insurance credit approved for FPA Hampton Roads season-pass holders


March 22, 2016

ODU Bridge the Gap – Supported by FPA Hampton Roads Career Development

Time:  5:00PM to 7:oo PM
Location: Old Dominion University

Contact: Will Miller, FPA Career Development Director, for more information if you would like to participate


April 13, 2016

NEW Time:  4:30 p.m. till 6:00 p.m. Monthly Networking & Education Meeting
Topic:  “Insurance as an Asset Class”
Speaker:  Scott Blankenship, TIME Financial
RSVP:  Click Here to RSVP by April 8, 2016
Location: Crowne Plaza Hotel, 4453 Bonney Rd., Virginia Beach, VA 23462
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads season-pass holders


May 3 2016

Nex Gen Social- Join Us! 

Time:  6PM Cash Bar
Location: Luna Maya, 2010 Colley Ave, Norfolk, VA
RSVP:  Click Here to RSVP by April 29, 2016


May 11, 2016

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “Department of Labor Changes- How Financial Advisors and Clients will be Impacted”
Speaker:  Jay Keeton, Rack & Moccia
RSVP:  Click Here to RSVP by May 6, 2016
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads season-pass holders


June 8, 2016

NEW Time:  4:30 p.m. till 6:00 p.m. Monthly Networking & Education Meeting
Topic:  “Cyber Security”
Speaker:  Jevon Taylor, Sera-Brynn
RSVP:  Click Here to RSVP by June 3, 2016
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads season-pass holders


July, 2016

No meeting due to summer vacations


 August 3, 2016

Nex Gen LinkedIn Workshop and Networking Social

Time: 5pm – 6pm Workshop; Networking Social to follow courtesy of Delaware Investments
Location: Lincoln Financial Office, 1 Columbus Center, 8th Floor, Virginia Beach, VA
RSVP:  Click Here to RSVP by July 29, 2016

Learn 7 quick tips to optimize your LinkedIn profile, 5 ways to incorporate LinkedIn into your daily routine, and more! 

D. Bruce Johnston, President and CEO of Mobi Digital Media, is a 30-year financial services career sales executive. Johnston speaks regularly and is often quoted in such well-read industry publications as Ignites, FundFire, Financial Advisor Magazine, and AdvisorOne on his opinion regarding distribution, branding, and social media policy and strategy. He speaks regularly with wealth managers and financial advisors nationwide about social media engagement strategy and thought leadership for small business and financial advisors with the intent of improving their customer acquisition and retention metrics.

Directly followed by a Networking Social at McCormick & Schmidt in Virginia Beach Town Center where we will enjoy live music from YNot Wednesday as well appetizers and drinks provided courtesy of Delaware Investments.  www.sandlercenter.org/ynotwednesdays


August 10, 2016

Time:  7:30 a.m. till 9:00 a.m. Monthly Networking & Education Meeting
Topic:  “Investor Psychology and Market Update”
Speaker:  Clay Hilbert and Chris Pearson, Davenport Asset Management
RSVP:  Click Here to RSVP by August 5, 2016
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads season-pass holders


September 14, 2016

NEW Time:  4:30 p.m. till 6:00 p.m. Monthly Networking & Education Meeting
Topic:  “Augmented Estate Law”
Speaker:  John Midgett, Midgett, Preti & Alpern
RSVP:  Click Here to RSVP by September 9, 2016
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads season-pass holders


October 14, 2016

19th Annual Continuing Education Symposium

Time:  7:30 a.m. Registration; 8:00 a.m. till 4:00 p.m. Presentations
Registration:  Now Open- Submit 2016 Symposium Registration Form by August 31, 2016 to get Early Bird Discount
Location: DoubleTree by Hilton Norfolk Airport, 1500 N. Military Hwy, Norfolk, VA 23502
CE credit: Applying for six hour CFP® credits and 6 Virginia Insurance Credits for all attendees


October 25,  2016

Nex Gen Social- Join Us! SAVE THE DATE

Time:  6PM Cash Bar
Location: Mermaid Winery, 300 W. 22nd St, Norfolk, VA
RSVP:  Click Here to RSVP by October 22, 2016


November 9, 2016

NEW Time:  4:30 p.m. till 6:00 p.m. Monthly Networking & Education Meeting
Topic:  “LinkedIn Marketing for Financial Advisors”
Speaker:  Paul Hallisey, Putnam Investments
RSVP:  Click Here to RSVP by November 4, 2016
Location: Crowne Plaza Hotel, 4453 Bonney Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit for FPA Hampton Roads season-pass holders


December 8, 2016 (Date to Follow)

Joint Meeting hosted by SFSP

Time:  7:30am – 9:00am
Topic:  “TBD”
Speaker:  TBD
RSVP:  Click Here to RSVP by December 1, 2016
Location: Holiday Inn Greenwich Rd, Virginia Beach, VA
CE credit: Applying for one hour CFP® credit  and One hour Virginia Insurance Credit for FPA Hampton Roads season-pass holders


2017 (SAVE THE DATES)

January 11, 2017– Breakfast Meeting

February 8, 2017– Afternoon Meeting

March 8, 2017– Breakfast Meeting


 

DIRECTIONS: Crowne Plaza Hotel 4453 Bonney Rd Virginia Beach, VA Click here for map and directions (Opens a new browser window)


Reservations without prepayment are welcomed and encouraged to ensure proper space arrangements.  Payment for Continuing Education meetings can be made by cash, check, VISA®, orMasterCard® on the day of the event. Mail your registration form with payment information to: FPA oF Hampton Roads P. O. Box 68031 Virginia Beach, VA 23471 or Fax (TOLL-FREE) your registration form with payment information to: FPA of Hampton Roads (866) 360-6845