Great Valley Advisor Group

GVA Transitioning Advisor/Support Staff Weekly Call
2028-10-04 10:00 - 11:00, 2028-10-11 10:00 - 11:00, 2028-10-18 10:00 - 11:00, 2028-10-25 10:00 - 11:00 (America/New_York)
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.

GVA Tech Forum
2028-10-05 11:00 - 11:30
GVA is thrilled to announce a new monthly call for our advisors. Beginning September 4th at 11am, we will be hosting a GVA Tech Forum call on the first Thursday of every month. GVA and Razor Technology representatives will join to highlight some key aspects of the GVA Tech Stack, and review methods to use those aspects efficiently and effectively. We’ll use the remaining time for an open question and answer session for any technology-related questions our attendees may have.
This is a great opportunity to ask questions that you have never found the time to get around to, and to learn more about the offerings GVA Secure Office can provide.

GVA Quarterly Compliance Meeting
2028-10-10 11:00 - 12:00
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.
The other three meetings can be attended live, or recording links can be accessed from our Compliance page on the GVA Intranet after each meeting.
Our annual compliance questionnaire requires attestation to the attendance requirements and your understanding of all four compliance trainings.
Questions? Please contact the GVA Compliance Team

Market Update & Strategy Session
2028-10-10 13:00 - 13:30, 2028-10-24 13:00 - 13:30
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

GVA Asset Management - Monthly Call
2028-10-10 13:00 - 13:30
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.
If the invitation is not on your calendar, please reach out to events@gvaria.com and let us know you are not on the invitation.

GVA Basecamp
2028-10-19 11:00 - 11:30
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.
