| Date/Time | Event |
|---|---|
|
12/08/2020 3:00 pm - 4:30 pm |
Webinar - Unraveling Superwoman
Speaker(s): Dana Vollmer, 5X Olympic Gold Medalist, Sports and Wellness Programming Specialist, ELS Architecture and Urban Design, CEO, Dana Vollmer, LLC, Speaker |
|
12/03/2020 1:15 pm - 2:15 pm |
Strategic Partner Webinar - Four Challenges Advisors Face Today: How LG Has Tackled Them
Speaker(s): Chad V. Perbeck, CIMA®, CFP®, Sr. Research Consultant, Litman Gregory Asset Management Peter Sousa, CIMA®, Director of Portfolio Strategies, Principal, Litman Gregory Asset Management |
|
11/17/2020 11:00 am - 12:00 pm |
Strategic Partner Webinar - A Versatile Alternative to a Traditional Home Equity Line of Credit
Speaker/Strategic Partner: Mary-Alice Cárdenas, Reverse Mortgage Funding LLC |
|
11/10/2020 3:00 pm - 4:30 pm |
Webinar - Valuation and Deal Structures: Implications for Today’s Buyers and Sellers – An M&A Update
Speaker(s): Vic Esclamado, DeVoe & Company |
|
10/20/2020 1:00 pm - 2:00 pm |
Strategic Partner Webinar - 2021 Capital Market Assumptions
Speaker(s): John R. Jordan, CFA, Vice President, Business Development Executive, Northern Trust Asset Management/FlexShares ETFs |
|
10/13/2020 3:00 pm - 4:30 pm |
Webinar - Social Security and Medicare Updates: What Clients Need To Know Going into 2021
Speaker(s): Elaine Floyd, CFP®, Director of Retirement and Life Planning, Horsesmouth |
|
09/17/2020 5:00 pm - 6:30 pm |
CANCELLED - Member Appreciation Event - Let's Do FPA Trivia!
To be rescheduled in the near future… |
|
09/15/2020 11:00 am - 12:00 pm |
Strategic Partner Webinar - Planning Solutions for 2020 & Beyond
Speaker(s): John Bacigalupi, Senior Vice President, Cantor Fitzgerald Capital, Steve Williams, President, Cantor Fitzgerald Capital |
|
09/08/2020 3:00 pm - 4:30 pm |
Webinar - How Will Prospecting and Client Engagement Change Going Forward?
Speaker(s): Julie Littlechild, Founder & CEO, Absolute Engagement |
|
09/02/2020 1:00 pm - 2:00 pm |
Strategic Partner Webinar - The Sustainable Investing Opportunity: How to Integrate It Into Your Business
Speaker(s): Samuel Adams, CEO and Co-Founder, Vert Asset Management |
|
08/25/2020 12:00 pm - 2:30 pm |
Ethics Course
Speaker(s): Marguerita (Rita) Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth |
|
08/19/2020 11:00 am - 12:00 pm |
Strategic Partner Webinar - COVID-19's Impact on Social Security Claiming Decisions
Speaker(s): Mary Beth Franklin, CFP® |
|
08/11/2020 3:00 pm - 4:30 pm |
Webinar - Re-Open Does Not Mean Recovery
Speaker(s): Don Rissmiller, Founding Partner, Strategas Securities, LLC |
|
06/09/2020 3:00 pm - 4:30 pm |
Webinar - How the SECURE Act Changes Retirement (and Other) Planning
Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, Director, Advisor Education, Kitces.com, CEO and Director of Financial Planning, BluePrint Wealth Alliance, LLC |
|
05/19/2020 11:30 am - 12:30 pm |
Strategic Partner Webinar - Incorporating the Housing Asset in Retirement Planning
Speaker(s): Shelley Giordano, Founder Academy of Home Equity in Financial Planning, University of Illinois |
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