Overview: Topic: Wealth Management Strategies Using 529 Education Plans  Why do advisors need to talk about investing in 529 plans?  Because investing in education for family members is only 2nd to retirement savings.  Learn the following from Mr. Stack’s presentation:  How to plan and prepare as college costs continue to rise and how financial aid […]

Overview: Topic: TBA Location: Online Only Speaker/Featured Partner: Rich Dayton, the Dayton Law Firm Registration will open soon.

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 waitlist. Overview: Topic:  Have you ever wondered... What various roles are available within an RIA? If there […]