Local Chapter

Sep 2021

Date/Time Event
09/29/2021
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
Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Finance of America Reverse
Strategic Partner: The Reverse Mortgage Group

Oct 2021

Date/Time Event
10/12/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - Medicare Mis-Steps: What to Avoid & What Your Clients Need to Know

Speaker(s): Joanne Giardini-Russell, Medicare Nerd, Giardini Medicare
Strategic Partner: The Reverse Mortgage Group
Details/Register

Nov 2021

Date/Time Event
11/09/2021
3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - The State of Cryptocurrency for Today's Advisor

Speaker(s): Tyrone Ross, CEO of Onramp Invest

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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