Thursday, September 26,2024
The Westin Virginia Beach Town Center
4535 Commerce St., Virginia Beach, VA 23462
Virginia Beach, VA 23502
REGISTRATION CLOSED
Register by Monday, September 16, 2024
FPA Member: $225
Nonmember: $325
Early Bird Discount:
Register by July 31st and save $50 ($175 FPA Member; $275 Nonmember)
CFP CE Credits = up to 6*
CPA CE Credits = up to 6**
VA Insurance CE Credits = up to 1*
2023 Virginia Insurance Course Introduction Statement
*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.
SYMPOSIUM BROCHURE
Invite your colleagues
SYMPOSIUM AGENDA
8:00 am Registration & Continental Breakfast
8:30 am to 4:30 pm Program
Sessions (presentations available for download):
- Navigating 50 Years in the Financial Services Industry- Lessons in Financial, Estate Planning and Investment Management
- Ralph Doudera, CEO & Head Portfolio Manager at Spectrum Financial Inc. & Managing Member of Hundredfold Advisor LLC
- Enhancing Your Client Outcomes with Active AND Passive Investing
- Daniel J. Braz, Head of Intermediary ETF Strategist Team at State Street Global Advisors
- Growth Advisors & Client Perspectives
- Cameron Logar, Regional Director, Practice Management, Dimensional Fund Advisors
- Removing IRMAA – Strategies for Higher Income Earners to Reduce Medicare Premiums
- Bryan Gay – Owner, Boomer Insurance Group
- Estate Planning – The Top 10 Mistakes and How to Avoid Them
- Jennifer Rossettini, J.D., CFP, attorney Hook Law Center
- Strategies for Building Resilient Portfolios and Satisfying a Need for Income
- Kieran Kirwan, Director, Investment Strategy & Senior Investment Strategist at ProShares
Thank you to our Presenting Sponsor
