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 2025 Events
March 13, 2025- 5pm at Click Wine Bar, Richmond
- Topic: Financial Psychology
- Speaker: Chris Dove, Certified Financial Behavioral Specialist
- REGISTER by March 7th
Archive*
*Materials are up to date as of the meeting date they were delivered in.
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
- 5pm - 7pm
- RSVP to Jill Fletcher at by May 17th
- Thank you to our Meeting Sponsor: Spectrum Financial
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
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
Speaker: Jan Holman, Thornburg Investments
File
Thursday, January 28, 2021 12:00 - 1:00 PM EST
Speaker: Amber Tichenor, To Be, Coaching + Consulting®
Behind Frenemy Lines