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: Charlotte Fox

Upcoming Events

Save the Date for our 2024 Events


March 22, 2024 Social/Afternoon Tea- 12:30pm at the Jefferson Hotel
  • Topic: Crisis Planning
  • Speaker: Amanda Foster, Partner, Kimberly Pinchbeck, P.C.
  • REGISTER by March 15th
May 16, 2024 Wine Tasting/Networking at Common House, Richmond
  • Topic: Cabernet and Capsules
  • Speaker: Special Guest Speaker Nicole Carlson, Professional Clothier with Tom James of Richmond
  • REGISTER by May 10th
  • Thank you to our Meeting Sponsor: Spectrum Financial
May 23, 2024 Networking/Social at Quirk Rooftop Bar, Charlottesville






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

February 16, 2022 Virtual Meeting- Noon- 1PM EST
March 22, 2022 Virtual Meeting-Noon- 1pm EST
  • Topic: Blockchain & Crypto Currencies
  • Speaker: Hyeon Seon (Kate) Ju, CFP, Goldman Sachs
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


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

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

Thursday, May 11, 2021 12:00 - 1:00 PM EST

Speaker: Judi Fox, LinkedIn Business Accelerator 

Thursday, March 16, 2021 12:00 - 1:00 PM EST

SpeakerJan Holman, Thornburg Investments


Thursday, January 28, 2021 12:00 - 1:00 PM EST

SpeakerAmber Tichenor, To Be, Coaching + Consulting®
Behind Frenemy Lines