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.
- February 7, 2025
- March 28, 2025
- May 16, 2025
- August 22, 2025
- October 24, 2025
- January 19, 2024
- February 16, 2024
- 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