2020 Virtual Symposium
Thursday, September 17, 2020
9:00 A.M. to 1:15 P.M.
Join Us for our 23rd Annual Symposium.
These will be live session, so you must be able to view the sessions on Thursday, September 17th from 9 am to 1 pm to receive 4 CFP CE Credits.
Welcome- Andy Merchant, FPA Hampton Roads President
Vanguard Advisor’s Alpha: How An Advisor Adds Value Through Behavioral Coaching- Tom Galgano Jr., CFA, Vanguard Financial Advisor Services
Social Security 101: Everything a Financial Advisor Needs to Know- Liz Odhwani, Public Affairs Specialist, Social Security Administration
11: 00 am Break
The New Case for Reverse Mortgages and their Four Common Uses- Vanessa White, Eastern Regional Sales Manager, Reverse Funding Mortgage
What Advisors Need to Know About the CARES Act & Legislative Changes- Norma Sharara, Managing Director of National Tax Office, BDO
Registration Fee: $75