$125 – $150

Actions and Detail Panel

$125 – $150

Event Information

Share this event

Date and time

Location

Location

Online event

Refund policy

Refund policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

Event description
Join Us for our 24th Annual Symposium and earn up to 5 CFP continuing education credits, including Ethics.

About this event

AGENDA

9:00 am Welcome

Andy Merchant, FPA Hampton Roads President

9:10 am The Fourth Industrial Revolution (Market Update)

John van Moyland, Head of Financial Products, Kensho Technologies

Kishan Nigam, CFA, Vice President RIA Regional Consultant, Global SPDR

10:05 am 2021 Planning Opportunities for High Net Worth Individuals (Tax Planning)

Carly Brooks, JD, CFP©, CLU, AVP & Counsel, Head of Advanced Markets,

John Hancock

11: 00 am Break

11:15 am Opportunities Zones- Their Impact on Capital Gains (Estate Planning)

Adam Northrup, Director, LOCUS Impact Investing

12:15 pm Lunch Break

1:00 pm CFP Ethics- CFP Board’s Revised Code and Standards

Daniel J. Candura, CFP BOARD EMERITUS, Candura Group LLC

3:00 pm Closing Remarks

Share with friends

Date and time

Location

Online event

Refund policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

The Financial Planning Association of Hampton Roads is a chapter of the Financial Planning Association (FPA), connecting local financial planners by providing unique professional opportunities and resources. The FPA of Hampton Roads provides benefits to its members through education and networking.

Save This Event

Event Saved