When

Thursday, August 4, 2022 from 11:30 AM to 7:00 PM EDT
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Where

Westwood Country Club 
800 Maple Ave E
Vienna, VA 22180
 

 
Driving Directions 

Contact

Kristin Beane 
FPA National Capital Area 
508-320-1685 
kristin@fpanca.org 
 

FPA NCA August 4, 2022 FPANCA NexGen Retreat at Westwood Country Club, Vienna

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