JOIN US FOR OUR 26TH ANNUAL SYMPOSIUM
In person Conference
Thursday, September 14, 2023
DoubleTree by Hilton Hotel Norfolk Airport
1500 N. Military Highway
Norfolk, VA 23502
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 7 (including CFP Ethics)*
CPA CE Credits = up to 7 **
VA Insurance CE Credits = up to 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.
SYMPOSIUM BROCHURE
Invite your colleagues
SYMPOSIUM AGENDA
- Sessions :
- The Dawn of the Era of Volatility, Bryce Gill, Economist, First Trust
- Cryptocurrencies Demystified, Linda A. Duessel, CFA, CPA, CFP, Federated Hermes
- Strategies for Profits and Capital Preservation in the Year Ahead, Jeff Hybiak, SEM Wealth Management
- The Psychology of Medicare, Bryan Gay, Boomer Insurance Group
- Financial Planning with SECURE Act 2.0,, Daniel Gregoire, Customer Relationship Manager, RightCapital
- 2023 CFP Ethics, M. Thomas Pablo, Brett Danko, LLC
Thank you to our Presenting Sponsor
