2024 Membership Meetings

Programs Director: Alexis Grayson

2024 Membership Meetings

We will be meeting quarterly on Wednesdays, from 4pm -6pm, at the Westwood Club,

located at 6200 W Club Ln, Richmond, VA 23226

February 21, 2024 4:00 - 6:00 PM

4:00 PM Topic: Medicare Disasters
Speaker: Bryan Gay, Boomer Insurance
5:00 PM Topic: Tap-Dancing on a Tightrope: 2024 Outlook & Capital Market Assumptions
Speaker: Chris Konstantinos, CFA, RiverFront Investment Group
Location: Westwood Club
REGISTER by February 15th
1 CFP CE per topic

April 17, 2024

September 18, 2024

November 20, 2024

Archive*

*Materials are up to date as of the meeting date they were delivered in.

February 15, 2023 4:00 - 6:00 PM

4:00 PM Topic: SECURE ACT 2.0
Speakers: Alexandra Batman and Heather Szajdo, Virginia Estate & Trust Law
5:00 PM Topic: Unlocking Liquid Alternatives- Managing Volatility Through Liquid Alternatives
Speaker: Greg Stumm, CFA, CAIA, Senior Vice President, Head of Distribution, Resolute Investment Managers
Location: Westwood Club
REGISTER by February 10th
1 CFP CE per topic

April 19, 2023

September 20, 2023

November15, 2023

January 21, 2022 8:00 - 10:00 AM EST

This meeting has been postponed to May

February 17, 2022 4:00 - 6:00 PM EST

4:00 PM Topic: 2022 Economic Outlook
Speaker: Joe Mengedoth, Regional Economist, Federal Reserve Bank of Richmond
5:00 PM Topic: Planning to OUTSMART Cancer
Speaker: Dr. Bill Lloyd, Transamerica
Location: Westwood Club
REGISTER
1 CFP CE per topic

May 13, 2022 8:00 - 10:00 AM EST

8:00 AM Topic: 2022 Economic Outlook
Speaker: Chris Constantinos, CFP, Chief Investment Strategist, Riverfront
9:00 AM Topic: White Collar Crime
Speaker: Special Agent Ryan Furr, FBI
Location: Westwood Club
REGISTER
1 CFP CE

September 15, 2022 4:00 - 6:00 PM EST

4:00 PM Topic: Social Security & Medicare- Maximizing Contributions for a Secure Retirement
Speaker: Bryan Gay, Boomer Insurance Group
5:00 PM Topic: Real Estate Market Update
Speaker: Jimmy Mouser, CapCenter
Location: Westwood Club

REGISTER by Sept 12th

1 CFP CE per topic; 1 Virginia Insurance CE for first speaker

October 20, 2022 4:00 - 6:00 PM EST

4:00 PM Topic: Surviving a Bear Market
Speaker: Jeff Hybiak, SEM Wealth Management
5:00 PM Topic: Leveraging ABLE Accounts for Eligible Individuals with Disabilities
Speaker: Sarah Pennington, ABLEnow Brand Manager, Virginia529
Location: Westwood Club

REGISTER by October 17th

1 CPF CE pending per topic

December 2, 2022- 8:00 - 10: 00 AM EST

8:00 AM Topic: Tax Update
Speaker: Jen Flinchum, Keiter
9:00 AM Topic: Economic Update
Speaker: Tom Galgano, Vanguard
Location: Westwood Club

Registration coming soon

1 CPF CE pending per topic

SEPTEMBER 1, 2021 4:00 - 6:00 PM EST

4:00 PM Topic: Relevant Medicare Client Scenarios for CFPs
Speaker: Bryan Gay, Owner, Boomer Insurance
5:00 PM Topic: Expanding Access & Affordability of Post-Secondary Education in Virginia
Speaker: Mary Morris, CEO, Virginia529
Location: Westwood Club
REGISTER
1 CFP CE per topic

OCTOBER 7, 2021 4:00 - 6:00 PM EST

4:00 PM Topic: Behavior Biases
Speaker: SEM Wealth Management
5:00 PM Topic: TBD
Speaker: Columbia Threadneedle
REGISTER
1 CFP CE per topic (pending)

DECEMBER 3, 2021 8:00 - 10:00 AM EST

8:00 AM Topic: 2022 Tax Update
Speakers: Jen Flinchum, CPA, CFP partner with Keiter Stephens
9:00 AM Topic: TBD
Speaker: Ameriprise
REGISTER
1 CFP CE per topic (pending)