FPA at Virginia Tech

03/31/2015

Congratulations to our FPA Hokie alums who passed their CFP examinations last weekend!

02/02/2015

Meeting tonight!

When: 6:30 for food and meeting at 7
Where: Lavery 350
Who: David John Marotta, CFP®, AIF®, President
Sheryl Lawson, CFO and Marketing Director
From: Marotta Wealth Management in Charlottesville, VA
Attire: Business Casual

They are looking for an intern and a new hire!

01/26/2015

Sign up for the big event with FPA!

This is a great way to get more involved with FPA and meet new people so please sign up to be a part of the FPA big event team!

What: The Big Event
When: April 11th
Why: (1)You'll get to hangout with your amazing financial planning friends. (2)You'll get to help out the local community. (3)You'll have fun! (4) Bridget will be disappointed in you if you don't sign up

Follow this link to sign up with VT FPA:
https://registration.vtbigevent.org/signup/index/joingroup/code/8856E-00034

© The Big Event at Virginia Tech, All rights reserved. Created by: Steven Vanderloo Source code available from Texas A&M.

01/26/2015

Meeting tonight!
When: 6:30 for food and meeting at 7
Where: Lavery 350
Who: Daniel C. Bunting, CFP® and Kevin J. Zywna, CFP® (ZIV-na)
From: Bunting Capital Management in Norfolk, VA
Attire: Business Casual

They are looking for an intern and a new hire!

04/01/2014

Today is the last day to sign up for Big Event. Follow the link below to join the VT FPA team!

02/23/2014

There will be a meeting tomorrow evening (2/24) with:

Michael GrossmanCFP®, President
Tim Miller, Assistant VP, VT '09 Grad
Caitlin Taylor Associate Wealth Manager, VT '13 Grad
from AdviceOne LLC in Glastonbury, CT

Location: 350 Lavery Hall
Food: 6:30-7:00
Meeting: 7:00-8:00

Dress is business casual. Hope to see everyone there!

02/10/2014

We have a meeting this evening with:
Mr. Steve Williamson CFP, MBA
Williamson, Rohr, Swartzwelder, & Associates
Midlothian, VA

Lavery 350
Food: 6:30 PM
Meeting: 7:00 PM

02/03/2014

We will be having a meeting tonight with Mr. Mark Nickell from J. Mark Nickell & Co. in Lavery 350.
Food: 6:30-7:00
Meeting: 7:00-8:00

Below is the February meeting schedule - future emails will include the time and room number. If you are not receiving emails from us, please email [email protected] and we will add you to the listserv!

10/23/2013

Congratulations to the FPA Challenge team for placing 3rd overall!

http://fpaexperience.org/financial-planning-challange-winners-announced/

Congralutations to all participating student teams! This year's winners are: First place: University of Georgia. Second place: Virginia Commonwealth University.

10/20/2013

2nd place in the phase 3 "How do You Know Challenge"!

10/19/2013

The team just finished the Phase 2 presentation at the FPA Challenge

09/22/2013

We will have a meeting tomorrow night, Monday 9/23 at 7 PM in Lavery 350 to talk about internships and give everyone a chance to get to know each other a little better!