Recent News


March 18, 2014:  Ron presented Planning for Parents of Children with Disabilities to the Chesapeake Schools Parent Resource Center.

April 23, 2013:  Ron presented Planning for Parents of Children with Disabilities to the Chesapeake Schools Parent Resource Center.

May 20, 2011:  Ron presented "Contracts and Agreements" at the National Conference of the National Association of Personal Financial Advisors in Salt Lake City

March 10, 2011:  Ron spoke about Investing Basics to Navy Financial Counselors at the Norfolk Navy Base Family Service Center.

March 12, 2010 - Ron spoke on Special Needs Trusts to the Virginia Board for Persons with Disabilities in Richmond, Virginia.

February 19, 2010 - Ron spoke about the Virginia Beach Community Trust to Special Education Coordinators of the Virginia Beach Public Schools.

February 10, 2010 - Ron presented Planning for Parents of Children with Disabilities to the Financial Planning Association of Hampton Roads at the Cypress Point Country Club.

June 5, 2009 - Ron presented "Contracts and Agreements" at the National Conference of the National Association of Personal Financial Advisors in Washington D.C.

June 10, 2008 - Ron presented "Retirement Planning for Parents with Children with Disabilities" to the Academy of Special Needs Planners by teleconference.

January 14, 2008 - Ron presented "Ethics for CFPs" to Certified Financial Planner certificants at the Virginia Beach Central Library.

October 10, 2007 - Ron discussed Fee-Only financial planning as part of a panel discussion about the differences between Fee-Only and Fee-Based financial planning at the Cypress Point Country Club as part of the FPA Hampton Roads Chapter Meeting.

October 12, 2007 - Ron presented (along with local attorney Burke Margulies) a talk on Planning for Parents with Disabled Children at the FPA Hampton Roads Annual Symposium at the Norfolk Hilton.

March 30, 2007 - Ron presented, Taking Charge of Your Financial Future, at the Virginia Beach Adult Education Center.

March 28, 2007 - Ron presented, Taking Charge of Your Financial Future, at the Virginia Beach Adult Education Center.

February 15, 2007 - Ron presented "Ethics for CFPs" to Certified Financial Planner certificants at the Virginia Beach Central Library.

February 9, 2007 - Ron spoke to the Virginia Beach Infant Program about Planning for Parents with Disabled Children at the Virginia Beach Christian Church.

November 3, 2006 - Ron spoke at the South Region Conference of the National Association of Personal Financial Advisors in San Antonio on Planning for Parents of Disabled Children.

March 25, 2006 - Ron spoke to the Tidewater German American society about "Becoming a Smarter Investor" at the St. Andrew’s Episcopal Church in Newport News, Virginia.

March 9, 2006 - Ron spoke to the Virginia Beach Infant Program about Planning for Parents with Disabled Children at the Virginia Beach Christian Church.

January 24, 2006 - Ron presented "Ethics for CFPs" to Certified Financial Planner certificants at the Virginia Beach Central Library.

October 5, 2005:  Ron spoke to the Northeast Regional Conference of the National Association of Personal Financial Advisors in Boston on Planning for Parents of Disabled Children.

September 24, 2005:  Ron spoke to the Financial Planning Association of Hampton Roads on Planning for Parents of Disabled Children.

June 9, 2005:  Ron spoke to the Virginia Society of CPAs and the Central Virginia Financial Planning Association in Richmond on Planning for Parents of Disabled Children.

March 24, 2005, 10:15 a.m. - 11 a.m.:  Ron presented "Planning for Parents of Disabled Children" at the Virginia Beach Infant Stim Center. 

March 16, 2005, 10:15 a.m. - 11 a.m.:  Ron presented "Planning for Parents of Disabled Children" at the Virginia Beach Infant Stim Center. 

March 8, 2005, 10:15 a.m. - 11 a.m.:  Ron presented "Planning for Parents of Disabled Children" at the Virginia Beach Infant Stim Center. 

March 7, 2005, 10:15 a.m. - 11 a.m.:  Ron presented "Planning for Parents of Disabled Children" at the Virginia Beach Infant Stim Center. 

January 27, 2005 - Ron presented "Ethics for CFPs" to Certified Financial Planner certificants at the Virginia Beach Central Library.

June 5, 2004 - Ron presented "Planning for Parents of Disabled Children" to the Tidewater Down Syndrome Association at the Virginia Beach Infant Stim Center.

3/25/2004 - Ron presented "Planning for Parents of Disabled Children" to an Infant Simulation Support Group at the Virginia Beach Infant Stimulation Center.   

3/17/2004 - Ron presented "Planning for Parents of Disabled Children" to an Infant Simulation Support Group at the Virginia Beach Infant Stimulation Center. 

3/8/2004 - Ron presented "Planning for Parents of Disabled Children" to an Infant Simulation Support Group at the Virginia Beach Infant Stimulation Center.   

01/29/04 - Ron taught a 2-hour CFP Ethics course to 55 CFP practitioners for the Financial Planning Association of Hampton Roads

10/24/03 - Ron served on a panel discussing "Working with Third Party Advisors" at NAPFA's Northeast Regional Conference in Philadelphia.

04/29/03 - Ron emceed a Concerned Citizens for Special People meeting about Trusts and Wills.  Ron discussed why wills and trusts are especially important in families with disabled children. 

03/25/03 - Ron presented "Five Errors Investment Advisors Need to Avoid" to the Hampton Roads Study Group, a group of Fee-Only Financial Advisors.  The talk focused on development of Investment Policy Statements, Identification of Risk Tolerance, Asset Selection and Portfolio Construction.

 

03/20/03 - Ron presented "Planning for Parents of Disabled Children" to an Infant Simulation Support Group at the Virginia Beach Infant Stimulation Center. 

 

03/12/03 - Ron presented "Planning for Parents of Disabled Children" to an Infant Simulation Support Group at the Virginia Beach Infant Stimulation Center. 

 

03/03/03 - Ron presented "Planning for Parents of Disabled Children" to an Infant Simulation Support Group at the Virginia Beach Infant Stimulation Center. 

 

03/01/03 - Ron was quoted in the March 2003 issue of the Journal of Financial Planning on the topic of "The Portable Planner" by Ed McCarthy, http://www.fpanet.org/journal/articles/2003_Issues/jfp0303-art2.cfm.  Ron talked about how he is able to maintain contact with his clients while traveling.

 

01/01/03 - Ron was a featured expert on the PBS TV show, Right on the Money www.rightonthemoney.org .  For a show titled Armed Forces on Duty, he discussed financial planning for military reservists called up to active duty, http://www.rightonthemoney.org/shows/501_army/index.html