Events

HCA Benefits Happy Hour

CPE/CLE Event - Advanced Tax Strategies | Direct Indexing and DSTs

Join us for a complimentary Lunch & Learn, hosted by Virginia Asset Management and sponsored by First Trust, as we explore one of the fastest-growing trends in portfolio customization: Direct Indexing.

July 29th Summer School Financial Workshop for Kids | College + Young Adults

Join us for this Workshop for College Students and Young Adults on July 29th! Topics will include: Setting Goals and Making Financial Decisions, Financial Markets and Investing, "A Day in the Life of a Financial Advisor", and Entrepreneurship and Career Options.

July 15th Summer School Financial Workshop for Kids | Grades 9-12

Join us for this Workshop for Grades 9-12 on July15th! Topics will include: Paying Your Bills, Managing your Paycheck, Credit or Debit, Working hard for the money, and your choices drive your future.

July 1st Summer School Financial Workshop for Kids | Grades 5-8

Join us for this Workshop for Grades 5-8 on July 1st! Topics will include: Buying decisions- needs, wants and wishes, Become a savvy shopper, How to stash your cash, and Money doesn’t grow on trees.

Beyond Business - A Succession Planning Workshop for Business Owners

Succession planning isn’t just about exiting—it’s about securing your legacy and financial future. Join us for a hands-on workshop covering valuation, tax strategies, and leadership transitions, plus a business valuation & KPI analysis.

Engaging Women Investors - Finding and Funding Your "Why"?

Join us for an inspiring evening exploring how women can build confidence in financial decision-making and take control of their wealth. Enjoy insightful discussions, networking, and practical strategies to help you define your financial future—on your terms.

Business U: Financial Course for Business Owners - November

November 13th and 20th | Join other local business owners for an exclusive course developed just for you!

CVMSDC Business Owner Q&A at Virginia Asset Management

Please Join Us for a Business Owner Q&A, Tuesday, November 5th, 8:00AM-11:00AM 

GENEDGE Business Owner Strategy Session at Virginia Asset Management

Please Join Us Thursday, October 24th | 10:00AM-11:30AM for a virtual, no-cost session.

Business U: Financial Course for Business Owners - October

October 22nd and 29th | Join other local business owners for an exclusive course developed just for you!

Virtual Town Hall - GENEDGE

Join us on September 26, 2024, from 10am to 11:30am for a Town Hall especially for Business Owners!

Business U: Financial Course for Business Owners - September

September 18th and 25th | Join other local business owners for an exclusive course developed just for you!

Financial Planning for Extended Care Expenses - CPE / CLE

Come join us for a Continuing Education lunch and learn hosted here at Virginia Asset Management - Financial Planning for Extended Care Expenses - CPE / CLE

July 30th Summer School Financial Workshop for Kids | College + Young Adults

Join us for this Workshop for College Students and Young Adults on July 30th! Topics will include: Setting Goals and Making Financial Decisions, Financial Markets and Investing, "A Day in the Life of a Financial Advisor", and Entrepreneurship and Career Options. 

July 23rd Summer School Financial Workshop for Kids | Grades 9-12

Join us for this Workshop for Grades 9-12 on July 23rd! Topics will include: Spending and Budgeting, Managing your Paycheck, Credit, Buying a Car, and Career Options.

June 25th Summer School Financial Workshop for Kids | Grades 6-8

Join us for this Workshop for Grades 6-8 on June 25th! Topics will include: Buying decisions- Smart Shopping, Importance of Saving, Investing Options, and Careers and Opportunities.

June 18th Summer School Financial Workshop for Kids | Grades 3-5

Join us for this Workshop for Grades 3-5 on June 18th! Topics will include: Buying decisions- needs, wants and wishes, Payment Options, Saving, and Careers and Income.