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
Register by Friday, September 1st
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)*
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
- Sessions (Please click on title to download):
- Volatility Has Arrived, Bryce Gill, Economist, First Trust
- Revenge of the Baby Boomers, Linda A. Duessel, CFA, CPA, CFP, Federated Hermes
- Hard, Soft, or No Landing? Year-end Economic & Market Outlook, Jeff Hybiak, CFA, Chief Operating Officer, SEM Wealth Management
- The Psychology of Medicare, Bryan Gay, Boomer Insurance Group
- Financial Planning with SECURE Act 2.0, Neil Hirsh, RICP, Sales Executive Lead, RightCapital
- 2023 CFP Ethics, M. Thomas Pablo, Brett Danko, LLC
Thank you to our Presenting Sponsor
