Thursday, September 11, 2025
The Westin Virginia Beach Town Center
4535 Commerce St., Virginia Beach, VA 23462
Virginia Beach, VA 23502
EARLY BIRD OPENS APRIL 9, 2025
Register by Sunday, August 31, 2025
FPA Member: $275
Nonmember: $375
Early Bird Discount:
Register by June 30th and save $50 ($225 FPA Member; $325 Nonmember)
CFP CE Credits = up to 7* (including CFP Ethics)
CPA CE Credits = up to 7**
VA Insurance CE Credits = up to 3* (including CFP Ethics)
New This Year: IAR CE Credits = up to 7* (including CFP 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.
Invite your colleagues
SYMPOSIUM AGENDA
7:30 am Registration & Continental Breakfast
8:00 am to 5:00 pm Program Sessions (Ethics will be the last session of the day from 3-5pm)
11:30 am -12:30 pm Lunch
2:30 pm - 3:00 pm Happy Hour before Ethics
Sessions:
Growth: A Multi-Channel Approach
Livia Ramirez, Regional Director, Dimensional Fund Advisors’ Global Client Group, brought by Barnabas Capital
Taxes as an Alpha Source
Zach Pappas, CIMA, Vice President, Client Relationship Manager, Aperio (BlackRock) and Andy Hicks, Director, SpiderRock Option Strategist, brought by BlackRock
Changing The Guard- Succession Planning
Dave Thomas, Senior Director Executive Consultant, Invesco
Nonqualified Deferred Compensation – Maximizing the revenue of your existing business owner relationships
Jaye Nauman - Senior Consultant - Nonqualified Plans, Principal
Medicare- Beyond Parts A &B
Bryan Gay – Owner, Boomer Insurance Group
Updated Ethics for CFP® Professionals
Melissa Kemp, CFP®, AEP®, CAP®, CNAP®, Founder, Premium Organization
Thank you to our Presenting Sponsors
