Financial advisors Bill Kelly, CPA, CFP® and Chad Arrington, CFP® attended the Financial Planning Association national conference held on September 14-16 in Baltimore, Maryland. This conference (which is held in different locations around the country each year) annually draws more than 2,000 attendees from the global financial planning community, including over 1,000 CFP®’s. Among the various topics presented at the conference, Bill and Chad attended sessions on the future of financial planning in the digital age; best practices, training and career progression for financial planners and interns; asset protection strategies; and estate planning for IRAs and Qualified Retirement Plans.
One of the keynote speakers was Cal Ripken, Jr. who discussed implementing some of the same teamwork concepts from the game of baseball to running and operating a business. Brian Roberts, Chairman and Chief Investment Officer of T. Rowe Price, spoke about how a long-term investment perspective, diversity of thought, and collaborative culture are key to adapting to times of change.
The final photo features Chad Arrington (third from the left) with a few of the FPA NexGen financial planners and advisors who also graduated from Virginia Tech’s financial planning program.