Upcoming Chapter Events


Next Membership Meeting

"Bring a Colleague"

Prize Drawing for Members and Guests


Wed., May 7th, 3:30 - 6:00 a.m.

3:30 registration begins

4:00  Topic: Model Simulation and Forecasting

Sepaker:  Dr. Daniel Salandro*, VCU Interim Chair, Depratment of Finance

5:10  Topic: Eldercare and Long Term Care Funding

Speaker:  Shawn Majette**, ThompsonMcMullan

*  Dr. Daniel Salandro, VCU, Associate Prof. & Interim Chair of the Dept. of Finance, Insurance & Real Estate

Dr. Salandro has a growing reputation as an expert in the application of simulation models for business and organizations.  He has taught simulations in financial decision making for VCU's Corporate Learning Center, Fast Track Executive MBA programs, and graduate School of Business.  He also teaches financial management and security analysis & portfolio management.  He is the author of many articles on financial topics found in the Journal of Financial and Quantitative Analysis, Journal of Economics and Finance, Journal of Consumer Affairs, The Financial Services Review, and Advances in Financial Education. He serves as an editor for the Journal of Financial Modeling and Educational Technology.  Dr. Salandro was the recipient of the VCU Distinguished Teachers Award in 2008 and the Alumni Excellent Teachers Award in 2013.

 

**  R. Shawn Majette, Esq., Director, ThompsonMcMullan, P.C.

Shawn directs the Elder Law Section of the law firm of ThompsonMcMullan. He was the founding chairperson of the Virginia Bar Association Elder Law Section.  For many years he served as chair of that Section's legislative affairs subcommittee, and a member of the Section Council.  Since 1989, he has spoken frequently for the National Academy of Elder Law Attorneys, the Virginia Bar Association, the Virginia Academy of Elder Law Attorneys, the Special Needs Alliance (of which he is a long term member), MCV (of which he is adjunct faculty in the college of Legal Medicine), UVA School of Law, the National Geriatric Care Managers Association, as well as many others.

 

2014 Membership Meetings

All meetings at the Westwood Club, 6200 West Club Avenue, Richmond, VA 23226

Members and first-time guests are free.

Wed., January 29th, 3:30 - 6:00 p.m.

Fri., February 21st, 8:30 - 11:00 a.m.

Wed., May 7th, 3:30 - 6:00 p.m.

Fri., September 19th, 8:30 - 11:00 a.m.

      Family Law and Divorce, Melissa Van Zile

      Frontier Development International - Foreigh Polic & Security Threats, Chris Coughlin

Wed., October 29th, 3:30 - 6:00 p.m.

       2014 Tax Planning, Jennifer Flinchum

       Social Security Planning, TBD (Black Rock/ iShares)

Fri., December 5th, 8:30-11:00 a.m.

       TBD

 

Registration: email FPA of Central Virginia or call 804.749.8149


Previous Chapter Events:

December 6, 2013

Time: 8:30pm - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers:  Mark Mikuta, Estate Settlement versus Estate Planning and Sameer Somal, The Case for Succession Planning 

October 23, 2013

Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

 

 

Speakers: Eric Perkins, Alternative Investment Opportunities Courtesy of JOBS Act and Jennifer Flinchum, Year End Tax Planning Opportunities 

September 20, 2013

Time: 8:30pm - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers:  Bobby Thalhimer: Give, Receive, & Empower your client's philanthropy and Harry Turton: "Banking" on the Richmond region

May 8, 2013

Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speakers: Bart Houlahan and Rodney Willett: "The Buzz around B Corps:  What Every Financial Advisor Needs to Know" 

March 15, 2013

Time: 8:30pm - 11:00am
Type: Membership Meeting
Location: Westwood Club

Speakers: Leslie Shane, Elder Law Wisdom, Legal & Financial Consequences for Client's Who Fail to Plan for Life's Challenges and Cheryl Page and Scott Eldridge, Fixed Income Investing in a Low Rate Environment

February 6, 2013

Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club

Speakers: Lisa Gray, Wealth Transition and Servicing of HNW Clients and Matt Rho, Impact Investing

 

 

Login