Past Virtual Meetings

Available Webinars:

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

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 – 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, Kitces.com, CEO and Director of Financial Planning, BluePrint Wealth Alliance, LLC

Webinar – Re-Open Does Not Mean Recovery

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

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

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

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

FPASF Past Event Access

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