FPA of CVA Women in Finance

Women in Finance

The Women & Financial Planning group focus on helping local women in Financial Planning advance their careers through mentoring, networking, social gathering and the opportunity to meet with like minded professionals at both the local and national level of the FPA.

Director: Sam Wooton
Volunteer for the WIF Committee

Upcoming Events

Save the Date for our 2022 Events

February 16, 2022 Virtual Meeting- Noon- 1PM EST

Topic: Being There for Her
Speaker: Jennifer Pearce, VP, Business Development, Transamerica
Handout: Women and Investing White Paper
REGISTER

March 22, 2022 Virtual Meeting-Noon- 1pm EST

Topic: Blockchain & Crypto Currencies
Speaker: Hyeon Seon (Kate) Ju, CFP, Goldman Sachs
REGISTER

May 19, 2022- Social 4:30- 6:30 PM

Join us for a social at Brambly Park, Richmond to network and discuss issues facing women in our industry.
Appetizers provided; Cash Bar
RSVP to Samantha Wooton by May 15th.

August 18, 2022- Virtual Meeting- 11:30 am - 12:30 pm EST

Topic: Special Needs Planning
Speaker: Courtney Heykoop, Cloverleaf Wealth Strategies

October 19, 2022- Noon - 1:00 PM EST

Topic: The Hit-by-the-Bus Workflow
Speaker: Brooklyn H. Brock, CFP, CePA, ChFC, CKA, Ellevate Advisors, LLC
REGISTER by 10/18

Archive*

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

Thursday, October 21, 2021 12:00 - 1:00 PM EST

Topic: Bridging the Financial Knowledge Gap
Speaker: Rebecca Felton, Senior Market Strategist, RiverFront Investment Group