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,, 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

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 – 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 – 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 – 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 – 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 – 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

FPASF Past Event Access

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