Events

FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Join us for a social with our NexGen group. Location: TBD Date/Time:  Wednesday, March […]

FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Our […]

Overview: Nature, Nurture and Financial Planning (previously titled Heuristics, Biases and Nudges - Topics from the Frontier of Financial Planning) Neuroscientific research tells us that genetically, only some people are born to make prudent financial decisions. This talk will focus on how insights from neuroscience and behavioral finance impact financial planning and the work of […]

Brown Bags are lunchtime meetings with a focused topic and speaker, typically attended by 10-12 people, providing a more casual and intimate setting to learn about and discuss specific topics. These meetings are offered at a nominal cost of $10 to FPA members, $25 for non-members, with attendees bringing a bag lunch. Pre-registration is required […]

Overview: Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? If you’ve ever asked yourself any of […]