Calendar of 2011 Membership Events

December 2nd
Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club
Speakers:  Fi360 on fiduciary issues and the important considerations for financial advisors

Calendar of 2012 Membership Events

February 8 (Wed), 3:30-6:00  Membership Meeting, Ballroom

March 9 (Fri), 8:30-11:  Membership Meeting, Ballroom

May 9 (Wed), 3:30-6:  Membership Meeting, Ballroom

September 21 (Fri), 8:30-11:00 Membership Meeting, Ballroom

October 24 (Wed),  3:30-6 Membership Meeting, Ballroom 

December 7 (Fri), 8:30-11:  Membership Meeting. Ballroom

Registration: email FPA of Central Virginia or call 804.749.8149

Previous Chapter Events:

October 19th, 2011
Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club
Speakers:  Ted Cox, Rochdale Investment Management & Business session w/cocktail reception

September 23rd. 2011
Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club
Speakers:  Steve Piascik, Piascik & Associates, Tax and Year End Planning Opportunites & Janet Beneditti and Lisa Hatcher Byles on Divorce Planning

June 8th, 2011
Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club
Speakers:  Ned Sledge of the Social Security Administration
                Sarah Williams, Philosophia, Challenges in passing values &
                assets to younger generations.

March 11th, 2011
Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club
Speakers:  Bob Davis & Mila Spaulding of GRASP: College Funding
                John Layman, VA Department of Taxation

February 9th, 2011
Time: 3:30pm - 6:00 pm
Type: Membership Meeting
Location: Westwood Club
Speakers:  Ray Owens of the Federal Reserve: U.S. Outlook
                Tammy DeRosier, Dorsey, Wright: Technical Analysis 

February 24, 2010
Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club
Speakers:  David Marotta, ROTH IRA Conversion
                 Pettus LeCompte, Risk Management, Insurance and Catastrophic Exposures
                 with Practical Solutions
 

March 12, 2010
Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club
Speakers:  Patrick Oyster, RIA issue
                 Doug Sandler, Economy and Market Update
 

May 6 and 7, 2010
Type: Financial Professionals Forum
For more info:  www.financialprofessionalsforum.org
 

June 9, 2010
Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club
Speakers:  TBA, Identity Theft
                 Chris Leahy, Health Care Options
 

September 24, 2010
Time: 8:30am - 11:00am
Type: Membership Meeting
Location: Westwood Club
Speakers:  Steve Walls, Forensic Accounting, "Cooking the Books: No New Recipes"
                 Preston Dillard & William Bellamy, Alternative Investments
 

October 20, 2010
Time: 3:30pm - 6:00pm
Type: Membership Meeting
Location: Westwood Club
Speaker:  Mike Beall, Current Market Update
               Election of 2011 Board Members and Cocktail Reception

February 11, 2009
CE credits available.  No fee for members or first time guests. Appetizers will be served.
Speaker(s): Derek Smith and Brett Ludden
Estate Planning - Derek Smith
Reverse Mortgages - Brett Ludden

March 13, 2009 
CE credits available.  No fee for members for first time guests. Continental breakfast will be served.
Speaker(s): Sarah Huggins, Mila Spaulding, Maria Clark
College Funding:  G.R.A.S.P. Reps and VA College Saving Plan Rep.
Refinancing Mortgages:  Maria Clark

June 10, 2009
CE credit(s) available.  No fee for members for first time guests. Appetizers will be served.

September 11, 2009 
CE credit(s) available.  No fee for members for first time guests. Continental breakfast will be served.

October 7, 2009 
CE credit(s) available.  No fee for members for first time guests. Appetizers will be served.
Speaker(s): Geoff Davey, FinaMetrica
Risk Management

December 4th, 2009 
CE credit(s) available.  No fee for members for first time guests. Continental breakfast will be served.
Speaker(s): Ben English, Family Business Succession Planning