JOIN US FOR OUR 25TH ANNUAL SYMPOSIUM
In person Conference
We're looking forward to seeing you to celebrate our 25th Annual Symposium
Thursday, September 22, 2022
DoubleTree by Hilton Norfolk Airport
1500 N. Military Highway
Norfolk, VA 23502
Here are important links to information:
- Presentations available for download:
- The Business of Offering Financial Advice, Lisa Crafford, BYN Mellon/Pershing
- Navigating Uncertainty with Confidence, Jeff Hybiak, SEM Weath Management
- Coming: Virginia's State Facilitated Private Retirement Program, Mary Morris, Virginia529
- Estate Planning Considerations for Cryptocurrency, Andrew Hook, Hook Law Center
- Social Security & Medicare- Maximizing Their Contributions to a Financially Secure Retirement, Bryan Gay, Boomer Insurance
- Retirement Plan Design Strategies for Business Owners, Nicole Parnell, BDO Norfolk Office
- Attendee Survey- please complete before you leave for the day, or by 5pm on Friday, September 23rd.
- Continuing Education- up to 6 hours of CPE CE and 1 hour of Virginia Insurance CE have been approved.
