JOIN US FOR OUR 27TH ANNUAL SYMPOSIUM

In person Conference

Thursday, September 26,2024

The Westin Virginia Beach Town Center
4535 Commerce St., Virginia Beach, VA 23462
Virginia Beach, VA 23502

REGISTRATION

FPA Member: $225

Nonmember: $325

Early Bird Discount:

Register by July 31st and save $50 ($175 FPA Member; $275 Nonmember)

REGISTER

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:

  • Wealth & The Client – Keys to Creating a Great Relationship Between Investors & Their Financial Resources
    • Ralph Doudera, CEO & Head Portfolio Manager at Spectrum Financial Inc. & Managing Member of Hundredfold Advisor LLC
  • Growth Advisors & Client Perspectives
    • Cameron Logar, Regional Director, Practice Management, Dimensional Fund Advisors
  • A Strategy for Building Resilient Portfolios
    • Kieran Kirwan, Director, Investment Strategy & Senior Investment Strategist at ProShares
  • Financial Planning – The Art of Transforming Clients From Passive to Active Participants
    • Daniel J. Braz, Head of Intermediary ETF Strategist Team at State Street Global Advisors
  • Estate Planning – Avoiding the Common Mistakes
    • Jennifer Rossettini, J.D., CFP, attorney Hook Law Center
  • Removing IRMAA – Strategies for Higher Income Earners to Reduce Medicare Premiums
    • Bryan Gay – Owner, Boomer Insurance Group

Thank you to our Presenting Sponsor

 

2024 Symposium Speakers

Ralph Doudera

CEO & Head Portfolio Manager at Spectrum Financial
Meet Ralph

Cameron Logar, CRPC, CPTD

Regional Director, Practice Management, Dimensional Fund Advisors
Meet Cameron

Kieran Kirwan

Director, Investment Strategy & Senior Investment Strategist at ProShares
Meet Kieran

Daniel J. Braz, CFA, CIMA

Head of Intermediary ETF Strategist Team, State Street Global Advisors
Meet Dan

Bryan Gay

Owner, Boomer Insurance
Meet Bryan

Jennifer Rossettini, JD, CFP®

Attorney, Shareholder, CFP® at Hook Law
Meet Jennifer

2024 Symposium Presenting Sponsor

2024 Symposium Sponsors

Luncheon Sponsor
WIFI Sponsor
Happy Hour Sponsor
Exhibit Sponsor
Exhibit Sponsor
Exhibit Sponsor

Gold Chapter Partners

Silver Chapter Partners