FPA of Central Virginia Breakfast Club

Chair: Joe Thompson

Ever wonder how other planners engage with clients or run their practice?

Breakfast Club strives to: 

• provide an environment for planners of all experience levels to engage in a monthly topic discussion focusing on topics ranging from practice management to technical planning topics
• provide a unique opportunity to discuss best practices, share, and network with a small group of fellow planners

Upcoming Events

We plan to meet at ShoreDog Cafe located near the University of Richmond at 435-B N Ridge Rd, Henrico, VA 23229, from 7:45am - 8:45am, on Fridays:

• January 20, 2023
  • Article for Discussion: https://www.kitces.com/blog/secure-act-2-omnibus-2022-hr-2954-rmd-75-529-roth-rollover-increase-qcd-student-loan-match/
• February 17, 2023
  • Article for Discussion: https://www.financialplanningassociation.org/learning/publications/journal/JAN23-Impacts-of-the-Inflation-Reduction-Act-on-Medicare?utm_source=jfp&utm_medium=digital_edition&utm_campaign=jan_23
• March 17, 2023
  • Article for Discussion: https://www.financialplanningassociation.org/learning/publications/journal/MAR23-five-steps-setting-your-planning-service-calendar
• May 19, 2023
  • Article for Discussion: https://www.financialplanningassociation.org/learning/publications/journal/MAY23-arithmetic-roth-conversions
• September 15, 2023
  • Articles for Discussion:
  • Fidelity benchmark study – pages 12-16: https://clearingcustody.fidelity.com/app/proxy/content?literatureURL=/9907134.PDF
  • IAI industry snapshot study – pages 44-50: https://investmentadviser.org/wp-content/uploads/2022/06/Snapshot2022.pdf
  • Kitces piece on advisory fees on fixed income vs. equities: https://www.kitces.com/blog/reduce-advisor-management-fees-on-fixed-income/
• October 6, 2023
• November 17, 2023
• December 15, 2023

Please make sure to RSVP to Joe Thompson, Breakfast Club Chair, so he knows how many to plan for.

Archive*

*Materials are up to date as of the meeting date they were delivered in.

Friday, May 21, 2021 8:30 - 9:30 AM EST

Topic: Overcoming Clients’ Behavioral Biases Using Nudges, Smart Heuristics, And Behavioral Coaching
Source:  Kitces & Carl Podcast; Mar 24, 2021

Friday, March 26, 2021 8:30 - 9:30 AM EST

Source: Kitces & Carl Ep 55
Implementing A Waiting List Or Just Referring Clients Out When Hitting The Capacity Wall

Friday, February 26, 2021 8:30 - 9:30 AM EST (w/NexGen!)

Source: Brené Brown | TEDxHouston | June 2010
The Power of Vulnerability

Friday, January 29, 2021 8:30 - 9:30 AM EST

Source: Kitces & Carl Podcast; Nov 11, 2020
Deepening Client Connections With Virtual Planning Meetings