FPA of Central Virginia 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: 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 in Charlottesville

Details to follow

Archive*

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

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

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