09
Mar
Strategic Partner Webinar - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
Strategic Partner: The Reverse Mortgage Group Speaker(s): Beth Miller-Rowe, Branch Manager, Phil Walker, VP, Strategic Partnerships, The Reverse Mortgage Group Details/Register 2.0 CFP CE Hours [...]
09
Mar
VIRTUAL CHAPTER MEETING - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus Bill
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 [...]
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