Past Events

Date/Time Event
03/08/2022
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - The Current State of Estate Planning & Estate Plans Gone Wrong: How to Avoid Litigation

Speaker(s): Somita Basu, Esq., Zakiya Norton, Esq., Norton Basu LLP
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03/02/2022
1:00 pm - 2:00 pm
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets

Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Strategic Partnerships, Finance of America, Reverse
Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe
2 CFP CE credits
Download flier
Video on Reverse Mortgages
Details/Register

02/08/2022
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - 2022 Economic and Market Outlook: A Multi-Asset Investor Perspective

Speaker(s): Wylie Tollette, Executive Vice President, Head of Client Investment Solutions, Franklin Templeton Advisers
Details/Register 

01/19/2022
1:00 pm - 2:00 pm
STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets

Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Strategic Partnerships, Finance of America, Reverse
Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe
2 CFP CE credits
Download flier
Video on Reverse Mortgages
Details/Register

 

01/11/2022
12:00 pm - 1:30 pm
VIRTUAL CHAPTER MEETING - Analyzing Biden's Latest "Build Back Better" Tax Proposal

Speaker(s) Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, lead financial planning nerd for Kitces.com, director of Advanced Planning, Buckingham Wealth Partners, and lead creator and content expert, Savvy IRA, offered through Horsesmouth
Details/Register

12/31/2021
All Day
Watch Night

Watch Night, a day for Christians to review the year that has passed, make confessions, and then prepare for the year ahead by praying and resolving.

12/28/2021
All Day
Feast of the Holy Innocents

Feast of the Holy Innocents, a Christian feast in remembrance of the massacre of young children in Bethlehem by King Herod the Great in his attempt to kill the infant Jesus.

12/27/2021
All Day
St. John’s Day

St. John’s Day, Apostle and Evangelist, feast day for St. John, celebrated by Christian denominations.

12/26/2021
All Day
Zartosht No-Diso (Death of Prophet Zarathushtra)

Zartosht No-Diso (Death of Prophet Zarathushtra), a day of remembrance in the Zoroastrian religion. It is a commemoration of the death anniversary of the prophet Zoroaster, or Zarathushtra.

12/26/2021
All Day
St. Stephen’s Day

St. Stephen’s Day, a day to commemorate St. Stephen, the first Christian martyr, or protomartyr.

12/26/2021 - 01/01/2022
12:00 am
Kwanzaa

Kwanzaa, an African-American holiday started by Maulana Karenga in 1966 to celebrate universal African-American heritage.

12/26/2021
All Day
Feast of the Holy Family

Feast of the Holy Family, a liturgical celebration in the Catholic Church in honor of Jesus, his mother and his foster father, St. Joseph as a family. The primary purpose of this feast is to present the Holy Family as a model for Christian families.

12/26/2021
All Day
Boxing Day

Boxing Day, a secular holiday celebrated in the U.K., Canada, Ireland, Australia, New Zealand, Hong Kong and South Africa.

12/25/2021
All Day
Christmas Day

The day that many Christians associate with Jesus’ birth.

12/21/2021
All Day
Yule Winter Solstice

Yule Winter Solstice, celebrated by the Pagans and Wiccans. The shortest day of the year represents a celebration focusing on rebirth, renewal and new beginnings as the sun makes its way back to the Earth. A solstice is an astronomical event that happens twice each year when the sun reaches its highest position in the sky.

 

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