Boldt, Jon CIMA®, AAMS®
Ivy investments
 
Jon is a Regional Vice President for Ivy Distributors, Inc. covering Virginia and West Virginia and works directly with financial advisors throughout his territory as an information resource from Ivy.  He conducts seminars and presentations to financial advisor and investor audiences on a wide variety of topics related to the economy, capital markets and portfolio management. A ten-year veteran of the mutual fund industry, Jon began his career with Ivy’s parent company in 2006, serving in the operations side of the business. He joined Ivy in 2008 as a Senior Regional Sales Specialist, where he provided significant support to the firm’s team of wholesalers and their clients. Jon has been in his current position as a Regional Vice President since January of 2014.  Jon is a holder of the Certified Investment Management Analyst Designation and Accredited Asset Management Specialist Designation. He is a graduate of Pittsburg State University.
 
Connection with Each Generation
CE credit approved: CFP 1, VA Insurance 1 - General
Candura, Dan CFP®
 

Dan provides financial advice and education to consumers and financial professionals. He is founder of his own education and consulting firm Candura Group, LLC. In that role he provides ethics training across the United States , Canada and Europe through in-person courses and webinars. As President of PennyTree Advisers. LLC, a Registered Investment Advisory firm in Massachusetts, Dan provides personal financial planning for consumers and litigation support for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and is also a FINRA arbitrator. Dan serves as the CFP® Ambassador for the Boston area. Dan writes a monthly column “Ask the Ethicist” for Investment News and appeared as a featured expert on the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, Investment News, and quoted in The NY Times and other publications. In 2015, Dan appeared on the cover of both the NAPFA Advisor and Investment News. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. from 2004 through 2008 and is a past Chair of the Board of Professional Review. He chaired the Task Force on CE & Competency for CFP Board. 

Interactive Ethics (CFP)
CE credit approved: CFP 2, VA Insurance 2 - Ethics
Please bring smartphone, laptop, or tablet to this session
Coughlin, Chris
Frontier Development International, LLC
 
For over 20 years, Christopher Coughlin has served in senior roles in both the government and private sector, at the intersection of politics and international trade, technology and investment. 
Mr. Coughlin has served as a presidential appointee in two Administrations, working in the Department of Defense on technology security issues, and at the Overseas Private Investment Corporation (OPIC), a government agency that supports US business investment in international emerging markets. Mr. Coughlin is currently Managing Director of Frontier Development International, LLC.  He serves as a guest speaker at the George Mason University, School of Public Policy, lecturing on international economic development. Mr. Coughlin also is also a regular guest on the “Rick Hamada Show,” KHVH radio, providing insight on politics, foreign policy and national security with his “Inside the Beltway” segment.
 
Sovereignty, Security & Trade: Trends Challenge the International Order
CE credit approved: CFP 1, VA Insurance 1 - General

Fedkenheuer, Kellie, CPA

Kellie is a supervisory senior auditor at Cotton & Company LLP, a certified public accounting partnership located in Alexandria, Va. The firm focuses on providing services predominantly related to governmental agencies and programs. Kellie is a member of Cotton & Company’s contract and grant department, where she primarily works on forensic accounting and litigation support cases. She has also participated on performance audits and agreed-upon procedures engagements that deal with the allowability, allocability and reasonableness of costs. Kellie is a graduate of James Madison University and began her career with Cotton & Company in 2010.

CPA Ethics 
CPA - 2
Holmes, Heather
Genivity
 
Understanding each client’s unique health risks, projected care costs, and how to include this information in a financial plan is the mission of Genevity.  Founder & CEO Heather Holmes leads the vision for Genivity.  Heather founded Genivity to help advisors and their clients understand how the family’s health risks and overall wellness can impact a financial plan. Helping advisors connect the dots between health risks, care costs and life goals, Genivity brings the family together in a multi-generational life-based plan. Prior to founding Genivity, Heather led global market development strategy for a multi-national medical device company. Working in India and China inspired her to explore ways to provide simple yet reliable health information and solutions.
 
Health, Wealth, and Family: Connecting the Dots
CE credit approved: CFP 1, VA Insurance 1 - General
Hopkins, Jamie Esq., LLM, MBA, CFP®, RICP®
American College
 

Jamie is a Professor of Taxation at The American College and the Director of the Center for Retirement Income. He has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts and Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law. He has also published in the top tax and financial planning journals such as Journal of Taxation and Journal of Financial Planning.

Challenges and Strategies for Moving from Accumulation to Distribution Planning
CE credit approved: CFP 1, VA Insurance 1 - General
Tax Reform Impact: Financial Services, Estate Planning, and Retirement Planning
CE credit approved: CFP 1, VA Insurance 1 - General
Kitces, Michael, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Pinnacle Advisory Group
 
Michael is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder of the XY Planning Network, the former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Modern Portfolio Theory 2.0
CE credit approved: CFP 1, VA Insurance 1 - General
 
Rethinking Risk Tolerance
CE credit approved: CFP 1, VA Insurance 1 - General
Krauthamer, Scott, CFA, CAIA
AB Global
 

Scott is Managing Director of AB’s Equity Business Development Team, overseeing global product management and strategy efforts for the firms Equity Platform.  Prior to joining the firm, he held a variety of investment, executive management, and business strategy roles at Legg Mason, U.S. Trust, Bank of America and J.P. Morgan Private Bank. Krauthamer started his career as an analyst at J.P. Morgan in 1998, and his financial-services experience spans investment-management, quantitative analysis, marketing and business development. He holds a BS in finance and management information systems from the State University of New York, Albany, and is a CFA charter holder and a CAIA designee. Location: New York

The Last Active Investor Standing
CE credit approved: CFP 1, VA Insurance 1 - General
Lafayette, Laura
Richmond Realtors Association
 

Laura Lafayette is the Chief Executive Officer of the Richmond Association of REALTORS® and the Central Virginia Regional Multiple Listing Service—two organizations that serve the over 5500 REALTORS® in the Central Virginia area. In addition, she serves as the Executive Director of the Partnership for Housing Affordability, a non-profit dedicated to ensuring that an adequate and diverse supply of affordable housing is a public policy priority in central Virginia. Within the broader community, Laura just received an award as the 2018 Richmond area YWCA Outstanding Woman in the area of Business; serves as a gubernatorial appointee to the Virginia Housing Commission; is the Vice Chair of the statewide non-profit Housing Virginia; is Chair of the Board of Homeward; is the founding Chair of the Board of the Maggie L. Walker Community Land Trust; serves as the Immediate Past Chair of the Board of the Better Housing Coalition; and serves on the Board of Directors of SwimRVA.

Real Estate Update and Tax Credit Usage
CE credit approved: CFP 1, VA Insurance 1 - General
Ma, Paul, CFA®
Fidelity
 

Paul is vice president and lead portfolio strategist on the Portfolio Construction Guidance (PCG) team at Fidelity Institutional Asset Management® (FIAM), dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments and financial advisors. He earned his bachelor of arts degree in chemistry from Harvard University and his master of technology and policy degree from the Massachusetts Institute of Technology (MIT). He is also a CFA® charter holder. Prior to joining Fidelity in 2015, Mr. Ma managed equity portfolios at a variety of firms.

"Arming" the Chief Investment Officer
CE credit approved: CFP 1, VA Insurance 1 - General
Morris, Soraya
MoneyGuidePro, Created by PIEtech
 
As a lead trainer, Soraya is responsible for the delivery of live and virtual MoneyGuidePro® training – she works directly with users to increase their efficiencies and grow their business through MoneyGuidePro®. Driven by PIEtech’s core belief, that Everyone needs and deserves a quality financial planSM, Soraya strives to help MoneyGuidePro® users expand their knowledge, create and confidently deliver financial plans and educate their clients on the benefits and importance of quality financial planning. Before joining PIEtechSM, Soraya worked within the financial planning industry at various Fee Only firms. Soraya earned a B.S. in Finance with a concentration in Financial Planning from Virginia Commonwealth University and is currently pursuing her CERTIFIED FINANCIAL PLANNER™ designation. She resides in Virginia with her husband and the training team’s mascot, Venus, an energetic lab-mix rescue dog.  During her free time, Soraya can be found volunteering to increase financial literacy within schools and communities, through various nonprofits and faith-based groups in the Richmond, VA area.
 
Using Technology to Engage Prospects Earlier
No CE credits – Practice Management
Orlando, Phil, CFA®
Federated
 

Phil serves as Portfolio Manager of Federated Insurance Series - Federated Managed Tail Risk Fund II. Mr. Orlando serves as Senior Vice President, Chief Equity Market Strategist & Head of Client Portfolio Management at Federated Investors, Inc. and served as it’s Chief Equity Strategist, Group Head of Macro/Balanced Team, Group Head of Growth/Income Team, and Senior Portfolio Manager. As Chief Equity Strategist, Mr. Orlando is responsible for helping to formulate Federated's opinions on the securities markets. He also serves as the Chief Equity Market Strategist, Senior Vice President, and Portfolio Manager at Federated Global Investment Management Corp. Prior to joining Federated in 2003, Mr. Orlando served as the Chief Investment Officer and Senior Portfolio Manager at Value Line. He also served as the Chief Investment Officer and Portfolio Manager at First Capital Advisers. Previously, Mr. Orlando served as a Portfolio Manager at Unity Management and an Equity Analyst at Manufacturers Hanover and Donaldson, Lufkin & Jenrette. He has vast industry experience. Mr. Orlando is a C.F.A. charter holder. He holds an M.B.A. and a B.A. from New York University.

A Barbell year in 2018
CE credit approved: CFP 1, VA Insurance 1 - General
Szajda, Heather, Esq.
VA Estate & trust Law
 

Heather has twenty years of experience  with a practice focusing on the areas of estate planning, estate administration, and tax planning.  Her legal practice in VA began at Williams Mullen, PC before launching her solo practice in 2010, and subsequently joining Virginia Estate & Trust Law, PLC in 2016.  She is a member of the VA, NC, MD and District of Columbia Bars.  She currently serves on the Board of Governors for the VA Bar Trust and Estates Section, is a  member of the Richmond Estate Planning Council, and President of the Richmond Trust Administrator’s Council. for Commonwealth Community Trust Estate

Estate Planning Review
CE credit approved: CFP 1, VA Insurance 1 - General
Smyth, Rod
RiverFront Investment Group
 

Rod leads the Selection Team as Director of Investments.  As one of RiverFront’s four Founding Partners, Rod has been an important contributor to our investment decision-making process since their strategies were incepted. He has also become a mentor to our investment team members bringing his experience and wisdom to their decision-making processes.  Rod has over 30 years of investment experience both as a portfolio manager and investment strategist, making him uniquely qualified to lead the Selection Team.  Rod began working with many members of the RiverFront team in 1995, when he moved to Richmond to work for Wachovia Securities after working in the investment industry overseas.  At Wachovia Securities and its predecessor firms Rod served as the firm’s Chief Investment Strategist for eight years and as a portfolio manager for its Global Asset Allocation portfolios.  Rod also serves on the firm’s Leadership Team and chairs the Investment Committee (IC). As IC Chair, Rod draws on his 14 years of service as Chair of the Virginia Retirement System’s Investment Committee; a $70 billion state pension plan.  Rod is a regular guest on the financial news channels (CNBC, Fox Business and Bloomberg) and is frequently quoted in the financial press. Rod earned an MA in Economics from Dundee University in Scotland.

Tug of War
CE credit approved: CFP 1, VA Insurance 1 - General
Tompkins, Heather
MoneyGuidePro, Created by PIEtech
 
Heather Tompkins wants to live in a world where everyone has access to a quality financial plan.  As an Account Manager with PIEtech, Inc., the creators of MoneyGuidePro, Heather works closely with advisors, management, and technology professionals to work towards this goal with efficiency.  Heather shows her clients how to combine the latest technology with their own expertise to maximize client relationships, revenues and referrals.  Prior to joining PIEtech, Heather delivered innovative business marketing solutions to a wide range of professionals.  She earned a Bachelor of Science in Marketing Management at Virginia Tech.

 Move Up the Value Chain

No CE credits – Practice Management