Past Events

December 4, 2018 The State of Richmond
October 2, 2018 What We Don't Talk About When We Talk About Estate Planning
May 1, 2018 Annual Meeting 5:30 p.m.
March 20, 2018 What's New at Your Community Foundation
February 6, 2018 The Global Economic Outlook for 2018
December 5, 2017 “Wealth Transfer Tax Law Changes: What Congress Might (or Did) Do”
October 3, 2017 Prudent Impact Investing
May 2, 2017 Annual Meeting
April 4, 2017 Recent Trends in Estate Planning and Trust Administration
February 7, 2017 Topic: Life Insurance Planning Considerations in 2017 and Beyond.
December 6, 2016 The Political Landscape 2016 and Beyond
October 4, 2016 Richmond Hustles! RVA’s Entrepreneurial Ecosystem
April 19, 2016 The evolution and trends in the fast growing and fast changing field of impact investing
February 2, 2016 The Dynamics of Family, Values, and Wealth
December 1, 2015 2015 Market Update and 2016 Outlook
October 6, 2015 "Thoughts on planning for IRAs"
April 14, 2015 Advanced Planning and Long-Term Care
February 3, 2015 Planning for Gifts and Estates in 2015 - Recent Tax Developments
December 2, 2014 The State of the Art Market
October 7, 2014 Investments - or Whatever Topic is Hot This Week
April 1, 2014 Everything You (as a professional advisor) Need to Know About Virginia529 College Savings Plan
February 4, 2014 Highlights of the 2014 Heckerling Institute on Estate Planning
December 3, 2013 Investment Perspectives
October 1, 2013 Two's Company, Three's a Crowd: Charity, Heirs and the IRS
April 9, 2013 "The Hidden Value in Collectible Books and Ephemera"
February 5, 2013 Dealing with the Generational Dynamics of Complex Families
December 4, 2012 The 2012 Election and the Possible Effects on the Insurance Industry
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