Specialized Knowledge Day — IN-PERSON Event
COURSE MATERIALS CAN BE DOWNLOADED BELOW IN SESSIONS, IF ANY
Time: 8:00am – 12:00pm
Place: Holiday Inn Executive Center, 5565 Greenwich Road, Virginia Beach, VA
7:30 – 8:00 REGISTRATION CHECK-IN & BREAKFAST
8:00 – 8:05 WELCOME & ANNOUNCEMENTS
8:05 – 12:00 SESSIONS
Sessions:
• Review and Strategies- The One Big Beautiful Bill. Paullnye Nixon, CPA KPMG
• Estate Planning Suggestions and Developments Wells Fargo Advisors
• Elder Law Update (Session Materials: Handout #1) – Angela Manz, ESQ PRESENTATION
• Funding Long Term Care Insurance Needs- Jason Bozard and Adam Winfield, The Frieden Agency (Session Materials: Handout #1, Handout #2, Handout #3, Handout #4)
Registration ends Thursday, October 17, 2025 at 11:00pm
Space is limited to the first 150 participants, please register early!
Members: Free Non-Members: $75 Vendors: $150
Members, If you register and need to cancel your registration, please do so by 10/17/25, or you will be charged the non-member rate!