Local Chapter

Oct 2020

Date/Time Event
10/13/2020
3:00 pm - 4:30 pm
Webinar - Social Security and Medicare Updates: What Clients Need To Know Going into 2021

Speaker(s): Elaine Floyd, CFP®, Director of Retirement and Life Planning, Horsesmouth
Details/Register

Nov 2020

Date/Time Event
11/10/2020
10:00 am - 12:00 pm
Webinar - Buying and Selling Your Financial Advisory Practice: Value Trends and an M&A Update

Speaker(s): TBD

Dec 2020

Date/Time Event
12/08/2020
4:00 pm - 6:00 pm
Webinar - Transition into Retirement

Speaker(s): TBD

12/08/2020
6:00 pm - 8:00 pm
Holiday Reception - PENDING

 

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