We're Back In Person this Year!
Thursday, June 9th 8:00 AM - 5:30 PM EST
Friday, June 10th 8:00 AM - 4:00 PM EST
NEW VENUE
The Tuckahoe Woman's Club
4201 Dover Road
Richmond, VA 23221
Early Bird Rate:
Current Member $325
Non-Member $475
After 4/30/22 Rate:
Current Member $375
Non-Member $525
Please register early.
We normally sell out, and seating will be limited this year.
CFP CE Credits = up to 13 (including CFP Ethics)*
CPA CE Credits = up to 13 (including CFP Ethics)**
VA Insurance CE Credits = up to 3 (also CFP/VA Ins Ethics)*
*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.
SCHEDULE COMING SOON
Thank you to our Forum Marquis Partner
Topic
General Financial Planning Principles
Leadership
Professional role
C-Suite
Lead Financial Planner
Tax Planner
Estate Planner
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career
2022 Forum Gust Speakers
Meet the Lineup
2022 FPA of CVA Forum Committee
A special thanks to the dedicated members of the Forum Committee. Planning for the forum begins a full year ahead of the event, and requires significant leadership and oversight from these committed individuals. Their responsibilities include identifying and soliciting potential partners, identifying speakers, scheduling and organizing the event, and so much more.
Kate Atwood
Weslie Green
Amy Grieves
Kristin Lindsay
Shelly Pellish
Ben Raikes
To volunteer for the 2023 Forum Committee, please contact
fpacva@gmail.com
2022 Chapter Platinum Partners
Tracy Fraser
Jeff Hybiak
Athena McGuire
Bryan Gay
Rebecca Lyons
2022 Chapter Partners
Tracy Fraser
2022 Forum Partners
Marquis Partner
Lewis Williams
Dan Bolton