FPA of Central Virginia Breakfast Club

Please join us for a periodic discussion generally focused on an recent article from the Journal of Financial Planning or other leading industry publication. Our Breakfast Club is designed to promote networking, collaboration, and discussion.

Chair: Weber Harris

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 8:00am - 9:00am, on Fridays:

February 7, 2025
- Article for discussion: https://www.fa-mag.com/news/how-advisors-help-clients-conquer-roth-conversion-misconceptions-80214.html?section=40
March 28, 2025
- Article for discussion: https://www.morningstar.com/retirement/ed-slott-how-roth-iras-can-help-with-estate-planning#key-takeaways
May 16, 2025
August 22, 2025
October 24, 2025

Please make sure to RSVP to Weber Harris, 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.

January 19, 2024
- Article for discussion: https://www.kitces.com/blog/4th-quarter-2023-economic-market-outlook-labor-market-inflation-geopolitics-gdp-fed-debt-unemployment/
February 16, 2024
- Article for discussion: https://mem.onefpa.org/FPAMembers/Learning/Publications/Journal/2023/OCT23/Examining-the-Conventional-Wisdom-Municipal-Bond-Investments-OPEN.aspx?WebsiteKey=5bd99472-9fe5-481f-b6c3-1e1c0ba2b327
March 15, 2024
- Discussion Topic (no article): Considering an overweight position in disruptive tech for young savers as a hedge against job disruption
May 10, 2024
September 13, 2024
October 11, 2024
November 15, 2024

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

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