A dinner meeting, with one hour of CPE, is generally held on the fourth Wednesday of each month at 6:30 p.m. There are no monthly meetings in June, August and November. If you are interested in presenting a tax topic for continuing education credit to the Northern Virginia Chapter, please click here for the “Call for Speakers” form. **Please note October’s meeting will be pushed back a week to avoid conflict with VASEA’s upcoming Tax Issues Seminar**
Date: November 1
Time: 6:30-9:00 pm
Location: Anthony’s Restaurant, 3000 Annandale Rd, Falls Church, VA 22042
Presentation: Retirement Plan Consideration for Individuals, Self Employed and Small Business Owners. This seminar will provide an overview of the tax rules, plan provisions, and other nuances of different types of retirement plans used by individuals and small business owners.
Speaker Bio: DAPHNE WRIGHT, CPA, CFP® is the founder of Wright Financial Services & Associates, LLC and has over 20 years of experience in financial planning, tax, and retirement plan consulting. As a CPA, Certified Financial Planner™ professional, and investment advisor, she integrates combined areas of knowledge that allow the firm to provide advisory services addressing a broad range of financial concerns.
Her firm provides financial planning advice and investment guidance that help individuals achieve personal and financial goals and protect and increase wealth. Related to businesses entities, she has extensive experience in employer plan sponsor and qualified retirement plan services. Her work in this area has included plan design guidance, compliance consulting, selection and monitoring of investments, and employee education and enrollment. She has served in a number of plan-advising capacities with corporate, governmental, and non-profit organizations and its employee participants in the DC metropolitan area.
A passion for teaching keeps her regularly engaged as a financial educator and requested speaker. She conducts lectures and seminars on a range of financial topics and presents to varied audiences including students on college campuses, workplace groups, professional organizations, and church forums. As an ardent proponent for financial literacy education, she is actively involved with several financial literacy projects and financial education and coaching programs.
Her academic preparation began at the University of Maryland where she earned a Bachelor of Science in Finance. She completed a subsequent 2-year postgraduate Personal Financial Planning program through the College for Financial Planning in Denver, CO and thereafter earned a Masters in Financial Services from the Institute of Business and Finance. She has been CPA and investment licensed for over 20 years and licensed as a CFP® professional since 2000. Her qualifications include additional licenses that allow her to practice other specialized areas of financial consulting.
Number of CE Hours: 1 CE
Fee for dinner is $35 for members and $40 for non-members payable by cash or check made out to NVCVASEA. Payment is collected at the event.
CE Credit for VASEA Members:
Receiving CE credit for attending VASEA chapter meetings is a benefit of VASEA membership. All active members and associates in good standing are eligible to receive IRS CE credit through the VASEA office for chapter meetings at no charge.
As an alternative to CE Tokens, consider becoming a member. If you are not an EA, you may join as an Associate Member.