Past Virtual Meetings

Available Webinars:

Webinar – The Current State of Estate Planning & Estate Plans Gone Wrong: How to Avoid Litigation – VIRTUAL CHAPTER MEETING

Recorded: 03/08/2022

Speaker(s): Somita Basu, Esq., Zakiya Norton, Esq., Norton Basu LLP

Webinar – 2022 Economic and Market Outlook: A Multi-Asset Investor Perspective – VIRTUAL CHAPTER MEETING

Recorded: 02/08/2022

Speaker(s): Wylie Tollette, Executive Vice President, Head of Client Investment Solutions, Franklin Templeton Advisers

Webinar – Analyzing Biden’s Latest “Build Back Better” Tax Proposal – VIRTUAL CHAPTER MEETING

Recorded: 1/11/2022

Speaker(s) Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, lead financial planning nerd for, director of Advanced Planning, Buckingham Wealth Partners, and lead creator and content expert, Savvy IRA, offered through Horsesmouth

Webinar – Application of Psychology in Financial Planning – VIRTUAL CHAPTER MEETING

Recorded: 12/14/2021

Speaker(s): Brendan Frazier, Founder of Wired Planning & Host of the Human Side of Money Podcast
Amy Mullen CFP®, President of Money Quotient, Inc. Meghaan Lurtz, PhD, PFP/Financial Therapy, Lecturer, Writer and Senior Research Associate, Lexi Olian, CFP®, Director of Financial Planning, The Humphreys Group Strategic Partner: Arthur J. Gallagher & Co. Insurance Brokers of California, Inc., Ramona Johanneson

Webinar – The State of Cryptocurrency for Today’s Advisor – VIRTUAL CHAPTER MEETING

Recorded: 11/09/2021

Speaker(s): Tyrone Ross, Jr, CEO & Co-Founder ONRAMP

Webinar – Medicare Mis-Steps: What to Avoid & What Your Clients Need to Know – VIRTUAL CHAPTER MEETING

Recorded: 10/12/2021

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

Webinar – Income Producing Assets in a Lower Interest Rate Environment -VIRTUAL CHAPTER MEETING

Recorded: 09/14/2021

Speaker(s): Wade D. Pfau, PhD, CFA, RICP, Program Director, Retirement Income Certified Professional® designation, Professor, Retirement Income, The American College of Financial Services, Principal and Director, McLean Asset Management. Strategic Partner: First Eagle Investment Management, LLC

Webinar – Trends in Startups & Equity Compensation – VIRTUAL CHAPTER MEETING

Recorded: 08/10/2021

Speaker(s): Russell Kroeger, CFP®, EA, Partner, Financial Planner, Upstart Wealth Management
Steven R. Press, CPA, CFE, Owner, Steven R. Press, CPA, PC

Webinar – Tales from the Front Line of the War on Cybersecurity – A Fireside Chat with Two RIA Industry Security Experts – VIRTUAL CHAPTER MEETING

Recorded: 06/08/2021

Speaker(s): Nate Baumsteiger, Principal, NS. Baumsteiger Consulting, Patrick Hennessey, Director of Technology Consulting, Charles Schwab and Co., Inc.

Moderator: Adam Schneiberg, Shepherd Street Advisors

Webinar – Accelerating ESG: Trends, Opportunities, & Challenges in ESG Investing – VIRTUAL CHAPTER MEETING

Recorded: 05/11/2021

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

Webinar – Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus Bill – VIRTUAL CHAPTER MEETING

Recorded: 03/09/2021
Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for, Director of Advanced Planning, Buckingham Wealth Partners, and Lead Creator and Content Expert, Savvy IRA Planning®, offered through Horsesmouth

Webinar – Rise of the New Business Paradigm Under the Pandemic – VIRTUAL CHAPTER MEETING

Recorded: 02/09/2021
Panel: Greg Friedman, Co-Founder and CEO, Private Ocean
Eric Swensen, Principal, Vista Wealth Management
Tom Tracy, Chief Client Officer and a Member of the Executive Committee, Aspiriant
Moderator: Leigh Shimamoto, JD, CFP®, Wealth Architects

Webinar – Fireside Chat with Former U.S. Ambassador to Germany, John Emerson – VIRTUAL CHAPTER MEETING

Recorded: 01/12/2021
Speaker(s): Ambassador John Emerson, Vice Chairman, Capital Group International, Inc.
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli

Webinar – Unraveling Superwoman

Recorded: 12/08/2020
Speaker(s): Dana Vollmer, 5X Olympic Gold Medalist, Sports and Wellness Programming Specialist, ELS Architecture and Urban Design, CEO, Dana Vollmer, LLC, Speaker

Webinar – Valuation and Deal Structures: Implications for Today’s Buyers and Sellers – An M&A Update

Recorded: 11/10/2020
Speaker(s): Vic Esclamado, DeVoe & Company

Webinar – Social Security and Medicare Updates: What Clients Need To Know Going into 2021

Recorded: 10/13/2020
Speaker(s): Elaine Floyd, CFP®, Director of Retirement and Life Planning, Horsesmouth

Webinar – How Will Prospecting and Client Engagement Change Going Forward?

Recorded: 09/08/2020
Speaker(s): Julie Littlechild, Founder & CEO, Absolute Engagement

Webinar – Re-Open Does Not Mean Recovery

Recorded: 08/11/2020
Speaker(s): Don Rissmiller, Founding Partner, Strategas Securities, LLC

Webinar – How the SECURE Act Changes Retirement (and Other) Planning

Recorded: 06/09/2020
Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, Director, Advisor Education,, CEO and Director of Financial Planning, BluePrint Wealth Alliance, LLC

Webinar – Financial Planning in the Time of Coronavirus: Making Lemonade Out of Lemons

Recorded: 05/12/2020
Panelists: Landon Loveall, CFP®, Partner, KB Financial Advisors; Sandi Bragar, CFP®, Managing Director in Planning Strategy & Research, Partner, Aspiriant; Lauren Stansell, CFP®, Partner, Senior Financial Planner, Yeske Buie
Strategic Partner: Chad Perbeck, CIMA®, Litman Gregory Asset Management

Webinar – FPA Happy Hour: Navigating through World Events as Financial Advisors

Recorded: 04/14/2020
Panelists: Diane Bourdo, CFP® President of the Humphrey’s Group, Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie, Kacy Gott, CFP®, Meritas Wealth Management

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