Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2024-2025
FPA Of Central Virginia Annual Forum
This year's Forum offers the opportunity to hear from speakers on a range of topics, from investments to insurance and education planning. Attendees will be eligible to receive CFP, CPA, and Virginia Insurance CE credits.
Price: $375-$525
Type: In Person
Content Focus: General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Speaker:
Jeffrey Levine
Topic:
*529 Planning: 529-to-Roth, Dynasty 529, & Other HNW Opportunities
*Managing and Minimizing RMD Obligations
