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X-WR-CALNAME:Great Valley Advisor Group
X-ORIGINAL-URL:https://greatvalleyadvisors.com
X-WR-CALDESC:Events for Great Valley Advisor Group
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251001T100000
DTEND;TZID=America/New_York:20251001T110000
DTSTAMP:20260503T162510
CREATED:20250407T173046Z
LAST-MODIFIED:20250407T173054Z
UID:10000333-1759312800-1759316400@greatvalleyadvisors.com
SUMMARY:GVA Transitioning Advisor/Support Staff Weekly Call
DESCRIPTION:The purpose of this call is to provide new advisors with an open forum to ask any questions they may have during the transition process regarding various aspects of their practice. Whether it’s related to paperwork\, navigating LPL systems\, networking strategies\, or understanding GVA policies—such as operations\, compliance\, or marketing—we are here to offer high-level guidance and direction. This call is designed to support not only the advisors themselves but also their support staff\, ensuring that both parties feel confident and equipped to handle the day-to-day operations of their practices.
URL:https://greatvalleyadvisors.com/event/transitioning-advisor-weekly-call/2025-10-01/
ATTACH;FMTTYPE=image/png:https://greatvalleyadvisors.com/wp-content/uploads/2025/04/support-staff.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T100000
DTEND;TZID=America/New_York:20251008T110000
DTSTAMP:20260503T162510
CREATED:20250407T173046Z
LAST-MODIFIED:20250407T173054Z
UID:10000334-1759917600-1759921200@greatvalleyadvisors.com
SUMMARY:GVA Transitioning Advisor/Support Staff Weekly Call
DESCRIPTION:The purpose of this call is to provide new advisors with an open forum to ask any questions they may have during the transition process regarding various aspects of their practice. Whether it’s related to paperwork\, navigating LPL systems\, networking strategies\, or understanding GVA policies—such as operations\, compliance\, or marketing—we are here to offer high-level guidance and direction. This call is designed to support not only the advisors themselves but also their support staff\, ensuring that both parties feel confident and equipped to handle the day-to-day operations of their practices.
URL:https://greatvalleyadvisors.com/event/transitioning-advisor-weekly-call/2025-10-08/
ATTACH;FMTTYPE=image/png:https://greatvalleyadvisors.com/wp-content/uploads/2025/04/support-staff.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T110000
DTEND;TZID=America/New_York:20251014T120000
DTSTAMP:20260503T162510
CREATED:20250314T023130Z
LAST-MODIFIED:20250630T184648Z
UID:10000287-1760439600-1760443200@greatvalleyadvisors.com
SUMMARY:GVA Quarterly Compliance Meeting
DESCRIPTION:The GVA Quarterly Compliance Meeting will be held on the second Tuesday every 3 months. As a reminder\, you are required to attend at least one live GVA Quarterly Compliance Meeting per year. \nThe other three meetings can be attended live\, or recording links can be accessed from our Compliance page on the GVA Intranet after each meeting. \nOur annual compliance questionnaire requires attestation to the attendance requirements and your understanding of all four compliance trainings. \nQuestions? Please contact the GVA Compliance Team
URL:https://greatvalleyadvisors.com/event/gva-quarterly-compliance-meeting/2025-10-14/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T130000
DTEND;TZID=America/New_York:20251014T133000
DTSTAMP:20260503T162510
CREATED:20250314T021809Z
LAST-MODIFIED:20250314T021816Z
UID:10000050-1760446800-1760448600@greatvalleyadvisors.com
SUMMARY:Market Update & Strategy Session
DESCRIPTION:Please join us for the GVA Market Update & Strategy Session\, led by Eric Parnell\, CFA\, GVA’s Chief Market Strategist and held on the first and third Tuesday of every month at 1 pm ET.This 30-minute call will provide economic and market updates along with Q&A.Contact: GVA Asset Management
URL:https://greatvalleyadvisors.com/event/market-update-strategy-session/2025-10-14/
ATTACH;FMTTYPE=image/webp:https://greatvalleyadvisors.com/wp-content/uploads/2025/03/muss-1.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T130000
DTEND;TZID=America/New_York:20251014T133000
DTSTAMP:20260503T162510
CREATED:20250314T022651Z
LAST-MODIFIED:20250314T022657Z
UID:10000232-1760446800-1760448600@greatvalleyadvisors.com
SUMMARY:GVA Asset Management - Monthly Call
DESCRIPTION:Please join us for our monthly call series for the advisors that utilize GVA Asset Management\, led by Eric Parnell\, CFA\, GVA’s Chief Market Strategist and the GVA Asset Management team. The 30 minute call will provide market condition updates\, GVA Asset Management program updates\, discussions\, and Q&A opportunities. \nIf the invitation is not on your calendar\, please reach out to events@gvaria.com and let us know you are not on the invitation.
URL:https://greatvalleyadvisors.com/event/gva-asset-management-monthly-call/2025-10-14/
ATTACH;FMTTYPE=image/jpeg:https://greatvalleyadvisors.com/wp-content/uploads/2025/03/gvaam-call.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251015T100000
DTEND;TZID=America/New_York:20251015T110000
DTSTAMP:20260503T162510
CREATED:20250407T173046Z
LAST-MODIFIED:20250407T173054Z
UID:10000335-1760522400-1760526000@greatvalleyadvisors.com
SUMMARY:GVA Transitioning Advisor/Support Staff Weekly Call
DESCRIPTION:The purpose of this call is to provide new advisors with an open forum to ask any questions they may have during the transition process regarding various aspects of their practice. Whether it’s related to paperwork\, navigating LPL systems\, networking strategies\, or understanding GVA policies—such as operations\, compliance\, or marketing—we are here to offer high-level guidance and direction. This call is designed to support not only the advisors themselves but also their support staff\, ensuring that both parties feel confident and equipped to handle the day-to-day operations of their practices.
URL:https://greatvalleyadvisors.com/event/transitioning-advisor-weekly-call/2025-10-15/
ATTACH;FMTTYPE=image/png:https://greatvalleyadvisors.com/wp-content/uploads/2025/04/support-staff.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251016T110000
DTEND;TZID=America/New_York:20251016T113000
DTSTAMP:20260503T162510
CREATED:20250314T022208Z
LAST-MODIFIED:20250314T022216Z
UID:10000173-1760612400-1760614200@greatvalleyadvisors.com
SUMMARY:GVA Basecamp
DESCRIPTION:GVA Basecamp meetings are a monthly expedition updating you on what’s happening around GVA\, guest spotlights\, and partner highlights and how they support you and your business. We will spend the first half informally chatting with our guests and then open the floor to a shared learning environment segment where we encourage you to share your best practices\, engage with peers\, and ask questions to learn from one another.
URL:https://greatvalleyadvisors.com/event/gva-basecamp/2025-10-16/
ATTACH;FMTTYPE=image/webp:https://greatvalleyadvisors.com/wp-content/uploads/2025/03/monthly-call.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T100000
DTEND;TZID=America/New_York:20251022T110000
DTSTAMP:20260503T162510
CREATED:20250407T173046Z
LAST-MODIFIED:20250407T173054Z
UID:10000336-1761127200-1761130800@greatvalleyadvisors.com
SUMMARY:GVA Transitioning Advisor/Support Staff Weekly Call
DESCRIPTION:The purpose of this call is to provide new advisors with an open forum to ask any questions they may have during the transition process regarding various aspects of their practice. Whether it’s related to paperwork\, navigating LPL systems\, networking strategies\, or understanding GVA policies—such as operations\, compliance\, or marketing—we are here to offer high-level guidance and direction. This call is designed to support not only the advisors themselves but also their support staff\, ensuring that both parties feel confident and equipped to handle the day-to-day operations of their practices.
URL:https://greatvalleyadvisors.com/event/transitioning-advisor-weekly-call/2025-10-22/
ATTACH;FMTTYPE=image/png:https://greatvalleyadvisors.com/wp-content/uploads/2025/04/support-staff.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251028T130000
DTEND;TZID=America/New_York:20251028T133000
DTSTAMP:20260503T162510
CREATED:20250314T021809Z
LAST-MODIFIED:20250314T021816Z
UID:10000051-1761656400-1761658200@greatvalleyadvisors.com
SUMMARY:Market Update & Strategy Session
DESCRIPTION:Please join us for the GVA Market Update & Strategy Session\, led by Eric Parnell\, CFA\, GVA’s Chief Market Strategist and held on the first and third Tuesday of every month at 1 pm ET.This 30-minute call will provide economic and market updates along with Q&A.Contact: GVA Asset Management
URL:https://greatvalleyadvisors.com/event/market-update-strategy-session/2025-10-28/
ATTACH;FMTTYPE=image/webp:https://greatvalleyadvisors.com/wp-content/uploads/2025/03/muss-1.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251029T100000
DTEND;TZID=America/New_York:20251029T110000
DTSTAMP:20260503T162510
CREATED:20250407T173046Z
LAST-MODIFIED:20250407T173054Z
UID:10000337-1761732000-1761735600@greatvalleyadvisors.com
SUMMARY:GVA Transitioning Advisor/Support Staff Weekly Call
DESCRIPTION:The purpose of this call is to provide new advisors with an open forum to ask any questions they may have during the transition process regarding various aspects of their practice. Whether it’s related to paperwork\, navigating LPL systems\, networking strategies\, or understanding GVA policies—such as operations\, compliance\, or marketing—we are here to offer high-level guidance and direction. This call is designed to support not only the advisors themselves but also their support staff\, ensuring that both parties feel confident and equipped to handle the day-to-day operations of their practices.
URL:https://greatvalleyadvisors.com/event/transitioning-advisor-weekly-call/2025-10-29/
ATTACH;FMTTYPE=image/png:https://greatvalleyadvisors.com/wp-content/uploads/2025/04/support-staff.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T110000
DTEND;TZID=America/New_York:20251030T113000
DTSTAMP:20260503T162510
CREATED:20251030T000903Z
LAST-MODIFIED:20251030T000905Z
UID:10000592-1761822000-1761823800@greatvalleyadvisors.com
SUMMARY:GVA ALPINE - October
DESCRIPTION:Please join us for our October ALPINE call featuring Torie Happe\, Head of Partnerships\,  Holistiplan.  GVA is thrilled to partner with Holistiplan\, financial planning software designed to help advisors automate tax planning by quickly analyzing clients’ tax returns. This call will demonstrate how Holistiplan generates detailed\, white-labeled tax reports and identifies personalized planning opportunities in minutes. By streamlining complex tax analysis\, Holistiplan enables advisors to provide deeper\, more proactive financial advice with greater efficiency.
URL:https://greatvalleyadvisors.com/event/gva-alpine-october/
ATTACH;FMTTYPE=image/jpeg:https://greatvalleyadvisors.com/wp-content/uploads/2025/03/monthly-alpine.jpg
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