Please join us for our FPANCA NexGen Retreat at Westwood Country Club.
Itinerary:
11:30AM – Arrive
12PM – Lunch & Network
1:00PM – First Speaker: MFS (Vic Rohe) – The Fixed Income Playbook: How to Invest in today’s changing fixed income market
2:00PM – Second Speaker: Riley Saunders – Psychology of Financial Planning
3:00PM – Break
3:20PM – Panel Discussion: The View of Financial Planning from Academia: Chris Mellone Moderating (Dr. Byram from VT, Jason Howell from GMU, Dr. Mary B. Carlson from UGA)
4:30PM – Key Note Speaker: Michael Kitces – Five industry Trends Reshaping Financial Advice
5:45-7:00PM – Happy Hour