Events

 

Apr 2021

Date/Time Event
04/27/2021
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

Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe
Speaker(s): Beth Miller-Rowe, The Reverse Mortgage Group & Phil Walker, VP, Finances of America Reverse
Download flier here
Details/Register 

May 2021

Date/Time Event
05/11/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - Trends, Opportunities & Challenges in ESG Investing

Panelists: Rachel Freeman (they/them), AIFA®, Director of Investor Relations, Adasina Social Capital, Dan Carreno, CIMA®, Executive Vice President, Business Development, Change Finance, PBC, Rawson Gulick, CFP®, CAIA, Wealth Advisor, Willow Creek Wealth Management
Details/Register

Jun 2021

Date/Time Event
06/08/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

Aug 2021

Date/Time Event
08/10/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

Sep 2021

Date/Time Event
09/14/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

Oct 2021

Date/Time Event
10/12/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

Nov 2021

Date/Time Event
11/09/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

Dec 2021

Date/Time Event
12/14/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

 

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