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FPA OF HAMPTON ROADS ACKNOWLEDGES THE FOLLOWING PARTNERS:

PLATINUM PARTNER:

Contact: Sean Gabriel

GOLD PARTNERS:

Contact:   Patrick McMahon

SILVER PARTNERS:

Contact:  Traci Simons

Contact:   Nan Edgerton

Contact:   Bob Ponton

Contact:    Chuck Winn

NOTICE OF UPCOMING EVENTS

(see additional details beneath this table)

 

Date Program/Sponsor Location Time Continuing Ed. Credits
ELEVENTH ANNUAL CONTINUING EDUCATION SYMPOSIUM

OCTOBER 10, 2008

ANNUAL CONTINUING EDUCATION SYMPOSIUM

Click here for the SYMPOSIUM BROCHURE

Click here for a REGISTRATION FORM

TOPICS AND SPEAKERS:

"Legal Issues Facing The Baby Boom Generation"

TODD J. PRETI, JD & JOHN T. MIDGETT, JD

Principals, Midgett & Preti, PC

"Risk Management: P&C 101 - Understanding Basic Coverage (Auto, Home, and Umbrella)"

SHANNON MATTIZA

Marketing Manager, Property & Casualty Insurance, First Command Financial Services, Inc.

"Retirement...Uncle Sam, Your Silent Partner?"

MARY JO O'CONNOR, CPA & PATRICK L. SHULER, CPA

Goodman & Company

"Asset Allocation Across the Economic Cycle"

TODD PORTER, CFA®

Chief Investment Officer, Fund Architects

"Everything You Wanted To Know About Ethics But Were Afraid To Ask. An Edutainment Experience"

JEFFREY W. LANG, Sr., CFP®, MSM, MSFS, CLF, CRPC®

Managing Principal, Lincoln Financial Advisors

Norfolk Airport Hilton

1500 N Military Hwy.

Norfolk, VA 23502

8:00 a.m.

till

4:30 p.m.

Applying to the CFP Board for SIX hours CFP® Continuing Education Credit, including TWO hours CFP® Code of Ethics.

Applying for SIX hours Virginia Life Insurance Continuing Education Credit. (Non-Company / Non Agency).

(May be accepted for EA and CPA CE credit -- consult EA or CPA CE program requirements.) 

More about CE credits

PENINSULA

October 14, 2008

 

Monthly Networking & Education Meeting

Topic - "Business Fraud Prevention"

Speaker - John L. Hughes, CFE

                Audit Services of Virginia, LLC

 

Sponsor:  SeanGabriel / ING

 

RSVP -  Click Here

 

The Point Plaza Suites

950 J. Clyde Morris Blvd.

Newport News, VA

(From I64 take Exit 258B to Yorktown - immediately on right)

 

7:30 a.m.

till

9:00 a.m.

Applying to the CFP Board for one hour CFP® Continuing Education Credit.

(May be accepted for EA and CPA CE credit -- consult EA or CPA CE program requirements.) 
More about CE credits

PLEASE NOTE CHANGE IN DATE FOR THIS MONTH ONLY TO

THIRD WEDNESDAY FOR SOUTHSIDE MEETING!!!

SOUTHSIDE

October 15, 2008

NOTE DATE CHANGE

 

Monthly Networking & Education Meeting

Topic - "Senior Services in Hampton Roads"

Speaker - Christina Boyd

 

Sponsor:  SeanGabriel / ING

 

RSVP -  Click Here

 

Cypress Point Country Club

5340 Clubhead Rd.

Virginia Beach, VA

7:30 a.m.

till

9:00 a.m.

 
PENINSULA

November 11, 2008

 

Monthly Networking & Education Meeting

Topic - "TBA"

Speaker - TBA

 

Sponsor:  Available

 

RSVP -  Click Here

 

The Point Plaza Suites

950 J. Clyde Morris Blvd.

Newport News, VA

(From I64 take Exit 258B to Yorktown - immediately on right)

 

7:30 a.m.

till

9:00 a.m.

 
SOUTHSIDE

November 12, 2008

Monthly Networking & Education Meeting

Topic - "TBA"

Speaker - Lynda French / KC Consulting

 

Sponsor:  Available

 

RSVP -  Click Here

 

Cypress Point Country Club

5340 Clubhead Rd.

Virginia Beach, VA

7:30 a.m.

till

9:00 a.m.

 

 


Reservations without prepayment are welcomed and encouraged to ensure proper space arrangements.. Payment for Continuing Education meetings can be made by cash, check, VISA®, MasterCard® or American Express® on the day of the event. 

MAIL YOUR REGISTRATION FORM WITH

PAYMENT INFORMATION TO:

FAX (TOLL-FREE) YOUR REGISTRATION FORM WITH

PAYMENT INFORMATION TO:

EMILY ROUSSOS

FPA OF HAMPTON ROADS

P. O. BOX 6191

NORFOLK, VA 23508-6191  

EMILY ROUSSOS 

(866) 360-6845

 


REGISTRATION FORM


THE FINANCIAL PLANNING ASSOCIATION OF HAMPTON ROADS

(Please cut-and-paste this form into a fax or e-mail, or click here for a printable version)

(PLEASE PRINT ALL INFORMATION)

Date of event for which you are registering:________________________________________

Your Name & Professional Designations: ___________________________________________  
Current FPA member: Yes  ____     No  _____  
Company ______________________________________Title___________________________  
Street Address _________________________________________________________________  
City _________________________ State ____________________ Zip ____________
The Above Address is for:            Work _____   Home  ______  
Work Phone (with extension) _______________________ Home Phone ___________________
Fax _______________________________________ Email _____________________________  
PLEASE SPECIFY THE TYPE OF CONTINUING EDUCATION CREDITS DESIRED:  
CFP®   ______   CFP® License #_________________
CPA     ______   EA ______   Virginia Life Insurance ______  
Amount Enclosed: $__________  
______Check payable to "FPA Hampton Roads" 
______Credit Card (complete information below)
______MasterCard®        _____Visa®         _____American Express®
Card#: ________________________Exp. Date _________  Three Digit Code of Back of Card ________
Print Cardholder's Name:_____________________________________________________  
Signature of Cardholder:_____________________________________________________  

 

DIRECTIONS:

CYPRESS POINT COUNTRY CLUB

5340 Clubhead Rd, Virginia Beach

Chick here for directions  http://www.tripquest.com

VIRGINIA BEACH CENTRAL PUBLIC LIBRARY

4100 Virginia Beach Blvd., Virginia Beach, VA

Chick here for directions  http://www.tripquest.com

POINT PLAZA SUITES

950 J Clyde Morris Blvd, Newport News, VA 23601

Chick here for directions  http://www.tripquest.com

 

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