2024 FPA Hampton Roads Symposium

2024 FPA Hampton Roads Symposium

Date:

Thursday, September 26, 2024

8:00 am- Registration & Continental Breakfast

8 :30 am -5:00 pm Programs

Location:

The Westin Virginia Beach Town Center

4535 Commerce St., Virginia Beach, VA 23462

Continuing Education Credits:

Up to 6 hours CFP, 6 hours CPE (self reporting), and 1 hour Virginia Insurance

Cost:

$225 FPA Member

$325 Nonmember

Early Bird Discount:

Register by July 31st and save $50 ($175 FPA Member; $275 Nonmember)

Registration Closes on Monday, September 16th

Program Sessions:

• Wealth & The Client – Keys to Creating a Great Relationship Between Investors & Their Financial Resources

Ralph Doudera, CEO & Head Portfolio Manager at Spectrum Financial Inc. & Managing Member of Hundredfold Advisor LLC.

• A Strategy for Building Resilient Portfolios

Kieran Kirwan, Director, Investment Strategy & Senior Investment Strategist at ProShares

• Financial Planning – The Art of Transforming Clients From Passive to Active Participants

Daniel J. Braz, Head of Intermediary ETF Strategist Team at State Street Global Advisors

• Taxes & the Investor – Strategies for Paying Less & Keeping More

Ron Matthews, CEO and Founder, Creek Mountain Partners Inc., a venture capital firm

• Estate Planning – Avoiding the Common Mistakes

Jennifer Rossettini, J.D., CFP, attorney Hook Law Center

• Removing IRMAA – Strategies for Higher Income Earners to Reduce Medicare Premiums

Bryan Gay – Owner, Boomer Insurance Group

Host or Publisher Financial Planning Association of Hampton Roads