09
Mar
Strategic Partner Webinar - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
Strategic Partner: The Reverse Mortgage Group Speaker(s): Beth Miller-Rowe, Branch Manager, Phil Walker, VP, Strategic Partnerships, The Reverse Mortgage Group Details/Register 2.0 CFP CE Hours [...]
02
Mar
Strategic Partner Webinar - Educational Webinar - Opportunity Zone - CE for CFPs, CPAs and MCLE
Strategic Partner: Cantor Fitzgerald Details/Register
10
Feb
09
Feb
Rise of the New Business Paradigm Under the Pandemic - VIRTUAL CHAPTER MEETING
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 [...]
08
Feb
Strategic Partner Webinar - Investing in a Coming Age: The Future Digital Generation in Emerging Markets
Strategic Partner - EMQQ Details/Register 1.0 Hour CFP CE Credit
27
Jan
21
Jan
NexGen - Negotiations 101: How to Advocate for Your Clients (and Yourself)
Speaker(s): Shawn Tydlaska, CFP®, MBA Details/Register
12
Jan
Fireside Chat with Former U.S. Ambassador to Germany, John Emerson - VIRTUAL CHAPTER MEETING
Speaker(s): Ambassador John Emerson, Vice Chairman, Capital Group International, Inc. Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register
10
Dec
FPA Silicon Valley - End of Year Celebration with a Gourmet Boutique Chocolate Tasting
Details/Register Register by December 1, 2020
08
Dec
Virtual Magic Show & Holiday Social Networking Event
Presenter: Eric Yuhasz Details/Register
08
Dec
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 Details/Register
03
Dec
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 [...]
17
Nov
Strategic Partner Webinar - A Versatile Alternative to a Traditional Home Equity Line of Credit
Speaker/Strategic Partner: Mary-Alice Cárdenas, Reverse Mortgage Funding LLC Details/Register
10
Nov
Webinar - Valuation and Deal Structures: Implications for Today’s Buyers and Sellers – An M&A Update
Speaker(s): Vic Esclamado, DeVoe & Company Details/Register
20
Oct
Strategic Partner Webinar - 2021 Capital Market Assumptions
Speaker(s): John R. Jordan, CFA, Vice President, Business Development Executive, Northern Trust Asset Management/FlexShares ETFs Details/Register
