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:

2026 Dates:

January 30, 2026

March 20, 2026

May 22, 2026

August 21, 2026

October 9, 2026

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.