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
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:
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
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
Taxes & the Investor – Strategies for Paying Less & Keeping More
Ron Matthews, CEO and Founder, Creek Mountain Partners Inc., a venture capital firm
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
