Past Events

May is Jewish American Heritage Month, which recognizes the diverse contributions of the Jewish people to American culture.

Beltane, an ancient Celtic festival celebrated on May Day, signifying the beginning of summer.

May is Asian Pacific American Heritage Month in the United States. The month of May was chosen to commemorate the immigration of the first Japanese to the United States on May 7, 1843, and to mark the anniversary of the completion of the transcontinental railroad on May 10, 1869. The majority of the workers who laid the tracks on the project were Chinese immigrants.

Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe
Speaker(s): Beth Miller-Rowe, The Reverse Mortgage Group & Phil Walker, VP, Finances of America Reverse
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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
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Strategic Partner: The Reverse Mortgage Group 

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

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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.  

Strategic Partner: Cantor Fitzgerald

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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 

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Strategic Partner – EMQQ 

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1.0 Hour CFP CE Credit

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Speaker(s): Shawn Tydlaska, CFP®, MBA
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Speaker(s): Ambassador John Emerson, Vice Chairman, Capital Group International, Inc.
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli
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Register by December 1, 2020

Presenter: Eric Yuhasz
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