2017 Annual Meeting Documents
Materials are available for view or download as PDF files.
1. Agenda
3. Inherited Retirement Accounts: Avoiding the Landmines - Seminar Content
3a. Inherited Retirement Accounts
3b. Helen Modly, CFP, CPWA Bio Sketch
4a. Adult Financial Exploitation in Virginia: House Document 13
4b. Stephen Burns, Esq. & Davis Creef, Esq. Bio Sketches