About this Event
2024 FPA Hampton Roads Symposium
Date:
Thursday, September 26, 2024
8:00 am- Registration & Continental Breakfast
8 :30 am -5:00 pm Programs
Location:
The Westin Virginia Beach Town Center
4535 Commerce St., Virginia Beach, VA 23462
Continuing Education Credits:
Up to 6 hours CFP, 6 hours CPE (self reporting), and 1 hour Virginia Insurance
Cost:
$225 FPA Member
$325 Nonmember
Early Bird Discount:
Register by July 31st and save $50 ($175 FPA Member; $275 Nonmember)
Registration Closes on Monday, September 16th
Program Sessions:
- Wealth & The Client – Keys to Creating a Great Relationship Between Investors & Their Financial Resources
Ralph Doudera, CEO & Head Portfolio Manager at Spectrum Financial Inc. & Managing Member of Hundredfold Advisor LLC.
- A Strategy for Building Resilient Portfolios
Kieran Kirwan, Director, Investment Strategy & Senior Investment Strategist at ProShares
- Financial Planning – The Art of Transforming Clients From Passive to Active Participants
Daniel J. Braz, Head of Intermediary ETF Strategist Team at State Street Global Advisors
- Taxes & the Investor – Strategies for Paying Less & Keeping More
Ron Matthews, CEO and Founder, Creek Mountain Partners Inc., a venture capital firm
- Estate Planning – Avoiding the Common Mistakes
Jennifer Rossettini, J.D., CFP, attorney Hook Law Center
- Removing IRMAA – Strategies for Higher Income Earners to Reduce Medicare Premiums
Bryan Gay – Owner, Boomer Insurance Group
Event Venue & Nearby Stays
The Westin Virginia Beach Town Center, 4535 Commerce Street, Virginia Beach, United States
USD 175.00 to USD 325.00
