May 9, 2012 Membership Meeting    

The Westwood Club

6200 West Club Lane, Richmond 

RSVP requested by May 4th to fpacva@gmail.com

Membership Meeting Schedule

       3:30   Registration 

              (members and first-time guests are free)    

       3:50   Announcements 

       4:00 - 4:50   What Financial Planners Need to Know About ERISA and

                             Employee Benefits

                             Speaker:  Jay McElligott, McGuireWoods LLP*               

                     (1 CPE credit for CFP and VA Insurance) 

       4:50 - 5:00  Break 

       5:00 - 5:50  Women's Approach to Financial Issues

                            Speaker:  Dee Ann Remo, Heritage Wealth Advisors**

                     (1 CPE credit for CFP and VA Insurance) 

*  This presentation will discuss basic ERISA and employee benefits issues from the prospective of the financial planner.  Jay will explain ERISA disclosure rules that will help you understand the strengths and weaknesses of your clients' benefit plans.  He will also discuss rules impacting retiree medical coverage, including COBRA, HIPPA portability, and President Obama's Affordable Care Act, as well as the Supreme Court's anticipated decision on the constitutionality of the individual mandate.

 James P. McElligott, Jr. is a partner in the Richmond office of McGuireWoods LLP.  He handles employee benefits, executive compensation, and labor relations matters for employees and fiduciaries, and has an active litigation and arbitration practice.  He is a Fellow of the College of Labor and Employment Attorneys, and is listed in Chambers USA, Best Lawyers in America, and SuperLawyers under both Employee Benefits and Labor and Employment.

 **  This presentation will discuss advisor relationships with clients with an emphasis on women's approach to financial issues.  We will explore the question of whether there really is truth to financial stereotypes between genders.  This discussion will include a perspective from serving women clients as well as a perspective of whether there are differences in the approaches of women and men advisors.  We will review common myths of gender financial bias, the psychology of spousal relationships, and explore two different financial plan approaches.  The financial planning discussion will range from a recently divorced woman who had never been involved in financial issues for her family to a female high-level executive at a publicly traded company. 

Dee Ann Remo is the Managing Director of Heritage Wealth Advisors.  She has over twenty-four years of experience providing wealth management planning and services to corporate executives, professionals, business owners, and other high net worth individuals.  Her professional and organizational involvement includes the American Institute of CPAs, the Institute for CFPs, and the Richmond Estate Planning Council.

Members and first-time guests are always free

2nd-time guests, $25

other guests, $50    

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:

March 9, 2012

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

Speakers: 

February 8, 2012

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

December 2. 2011

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

Speakers: 

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