JOIN US FOR OUR 27TH ANNUAL SYMPOSIUM
Thursday, September 26,2024
The Westin Virginia Beach Town Center
4535 Commerce St., Virginia Beach, VA 23462
Virginia Beach, VA 23502
REGISTRATION CLOSED
Register by Monday, September 16, 2024
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 6*
CPA CE Credits = up to 6**
VA Insurance CE Credits = up to 1*
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
8:00 am Registration & Continental Breakfast
8:30 am to 4:30 pm Program
Sessions (presentations available for download):
- Navigating 50 Years in the Financial Services Industry- Lessons in Financial, Estate Planning and Investment Management
- Ralph Doudera, CEO & Head Portfolio Manager at Spectrum Financial Inc. & Managing Member of Hundredfold Advisor LLC
- Enhancing Your Client Outcomes with Active AND Passive Investing
- Daniel J. Braz, Head of Intermediary ETF Strategist Team at State Street Global Advisors
- Growth Advisors & Client Perspectives
- Cameron Logar, Regional Director, Practice Management, Dimensional Fund Advisors
- Removing IRMAA – Strategies for Higher Income Earners to Reduce Medicare Premiums
- Bryan Gay – Owner, Boomer Insurance Group
- Estate Planning – The Top 10 Mistakes and How to Avoid Them
- Jennifer Rossettini, J.D., CFP, attorney Hook Law Center
- Strategies for Building Resilient Portfolios and Satisfying a Need for Income
- Kieran Kirwan, Director, Investment Strategy & Senior Investment Strategist at ProShares
Thank you to our Presenting Sponsor
