2021 FPA of CVA Annual Forum

Virtual Conference

CFP CE Credits = 15 (including CFP Ethics)*
CPA CE Credits = 15 (including CFP Ethics)**
VA Insurance CE Credits = 3 (also CFP/VA Ins Ethics)*

_{*All sessions will be filed with the appropriate entities for CE credit. A listing of approved credits will be supplied to registered attendees prior to event.}
_{** For other designations, including CPA, a CPE certificate will be provided for self-filing purposes or for attendees' records.}

SEE SCHEDULE

Register for the 2021 FPACVA Annual Forum

Meet the Lineup

Amy Florian

CEO, Corgenius

Meet Amy

Jeff Levine, CPA/PFS, CFP®, AIF, CWS, MSA

Lead Financial Planning Nerd, Kitces.com

Meet Jeff

Linda Duessel, CFA, CPA, CFP®

Senior Equity Strategist, Federated Hermes

Meet Linda

Kamila Elliott, CFP®

Director, CFP Board

Meet Kamila

Glenn R. Mueller, PhD

Real Estate Investment Strategist & Professor, Black Creek Group & Denver University

Meet Dr. Mueller

Melissa Kemp, CFP®, AEP®, CNAP®, CAP®

President, Premium Organization, LLC

Meet Melissa

Bryan Gay

Owner, Boomer Insurance Group

Meet Bryan

Deana Healy, CFP®

Director, Advanced & Specialty Advice, Ameriprise Financial

Meet Deana

Trudy Turner

Senior Wealth Manager, United Capital Financial Advisors

Meet Trudy

Mary Morris

Chief Executive Officer, Virginia529

Meet Mary

Jeff Hybiak, CFA®

Sr. Portfolio Manager | Chief Operating Officer, SEM Wealth

Meet Jeff

Kris Moreton

Senior Vice President, Columbia Threadneedle

Meet Kris

2021 FPA of CVA Forum Committee

A special thanks to the dedicated members of the Forum Committee. Planning for the forum begins a full year ahead of the event, and requires significant leadership and oversight from these committed individuals. Their responsibilities include identifying and soliciting potential partners, identifying speakers, scheduling and organizing the event, and so much more.