Local Chapter

Mar 2021

Date/Time Event
03/02/2021
4:00 pm - 5:00 pm
Strategic Partner Webinar - Educational Webinar - Opportunity Zone - CE for CFPs, CPAs and MCLE

Strategic Partner: Cantor Fitzgerald

Details/Register 

03/09/2021
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 

Speaker(s): Beth Miller-Rowe, Branch Manager, Phil Walker, VP, Strategic Partnerships, The Reverse Mortgage Group

Details/Register

2.0 CFP CE Hours

A NOTE FROM BETH: I do like to point out that Phil spends the first 15 minutes (ish) explaining how a reverse mortgage works as necessary foundational information.  It is not the most exciting part of the webinar, but it is important for context about “how it works” as he gets into the meat of it all.  Rest assured that it is NOT just going to be a sales presentation for reverse mortgages, but is an approved format to provide the CE credits while he covers the benefits to the FA’s and their clients.  Please know that the first part provides the “track to run on”, and then the simple, effective strategy follows. Please stick around, it will be very worth your while.  

03/09/2021
3:00 pm - 4:30 pm
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 Content Expert, Savvy IRA Planning®, offered through Horsesmouth
Details/Register 

 

May 2021

Date/Time Event
05/11/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - TBD

Speaker(s): TBD

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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