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Monthly News & Updates
March 2021
March Events

3/16 - Women in Finance
3/19 - Quarterly Insurance
3/26 - Small Group

Welcome New Members!

Stuart Honenberger
Joe Lively


Happy Anniversary!

Ashley Ross-5 yrs
Delores Remo-5 yrs
Troy Yenser-5 yrs
Arlen Penfield-5 yrs
Scott Dingman-15 yrs
Michael Ginty-20 yrs
Kathryn Berkenpas-20 yrs
Roger Kasch-20+ yrs
Virgil Folden-20+ yrs
NexGen® Exclusive
Calling all writers! NexGen National is soliciting writers interested in crafting Retirement Daily articles for the 2021 calendar year. Retirement Daily is a financial newsletter with a regular column written exclusively by the NexGen community. Reader audience is from the general public and looks for guidance on topics such as saving for a home, paying for engagement rings/weddings, negotiating salaries/benefits at your work, investment options, etc. 

General Requirements
  • articles are ~1,000 - 1,250 words
  • content must be original
  • commitment volume dependent on the number of NexGen members interested
 
If you're interested in this NexGen exclusive opportunity, email Megan Abbott by March 12th with the subject line Retirement Daily.


New & Notable

VA Insurance
Quarterly Insurance Meetings

Virginia Insurance credits are back. Join us for quarterly meetings chock full of your favorite insurance topics.

Q1 - March, 2021 - Senior Housing Options
Q2 - June, 2021 - TBD
Q3 - August, 2021 - TBD
Q4 - October, 2021 - TBD






Annual Forum

Virtual Conference
people_at_conference.jpg
June 9 - 11, 2021
Registration for the 2021 FPACVA Annual Forum is open and rapidly taking reservations. There is an outstanding line up this year, with 2.5 days filled to the rim with CE credits. Get your ticket at the Early Bird rate through April 21.

Topic Highlights
* VA 529
* Adoption
* Special Needs Planning
CFP® Exam Study Group

July CFP® Exam

If you're planning to take the CFP® exam in July and want a study buddy or several, we have the group for you. If you're interested, contact Kristin Lindsay by March 15th, and she will provide you with additional details about the group and information on how to choose the study tools that suit you best
 
The group will meet via Zoom or in a socially distance friendly location, based on the schedules of those interested.

2021 Scholarship Opportunities

FPACVA Aspiring CFP® Certificant Scholarship

FPACVA is excited to offer financial assistance to aspiring Certified Financial Planning (CFP®) professionals to help offset the various costs associated with becoming certified. We will be awarding up to $1,500 to assist with study materials, exam registration, and even a certificate frame upon passing the exam. Learn more at 2021 CFP® Scholarship.

Annual FPACVA Forum Scholarship for Students & Career Changers

We are offering several merit-based scholarships for current university students and career changers to attend the FPACVA Annual Forum for free. Apply below.

Submit by: 4/15/2021
Awards will be Announced: 5/1/2021


FPA
National News
2021 FPA Priorities
How to Use Stories to Motivate Clients
Digital Journal of Financial Planning













Upcoming
Events
Special Invite from FPA Pittsburgh: What Lies Ahead with the Markets and Virus?

March 11 | 8:30 a.m. ET
Women in Finance: Women in Transition

March 16 | Noon ET
Quarterly Insurance: Senior Housing Options

March 19 | 9:00 a.m. ET
March Small Group

March 26 | 8:30 a.m. ET
Women in Finance

Getting to Know the Women of FPACVA
We want to know FPA of CVA women better! If you're a woman in the profession, please tell us more about yourself by clicking the link below and answering the questions. We would love to share best practices and assist other women with hurdles some of us have already experienced. Results will be anonymously shared on the website at the end of the month.
Don't Miss These Events
PridePlanners Community -
LGBTQ Policy Issues

March 10 | Noon ET
Making the Jump: A Planner's Toolkit for Advising Clients on Self-Employment

March 10 | 2 p.m. ET
Women & Finance Community - Financial Planning in the Age of COVID

March 11 | 2 p.m. ET
How We Do What We Do

March 17 | 2 p.m. ET
Financial Counseling Community - Steps and Missteps in Estate Planning

March 18 | Noon ET


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FPA of CVA is committed to providing invaluable service to its members. If you have an experience you would like to share, feedback or recommendations for how we can better serve you, please contact fpacva@gmail.com.
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Interested in partnering with us? We now have various ways for businesses to engage, at tiered costs. Come sponsor a membership meeting happy hour or a NexGen event. See the benefits to you and your business on our website.