O eventu

Welcome to the November 2022 Quarterly Education Meeting! You can click here to access our survey where you can submit for CE credit: https://www.surveymonkey.com/r/KHCXJ9N

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Den
12
Řečníků
12
Relací

November 2022 Quarterly Education Meeting

Řečníci

Travis McShane
Travis McShane
President FPAOC President, Eclectic Associates
Scot Shier
Scot Shier
QF Corp.
Steph Laflamme
Steph Laflamme
CNL
Jack Broyles
Jack Broyles
Ben Garate
Ben Garate
Hines
Randy Gardner
Randy Gardner
Mark Prendergast
Mark Prendergast
Inspired Financial
Mark Phillips
Mark Phillips
Jason Wenk
Jason Wenk
Altruist
Jamie Hopkins
Jamie Hopkins
Kim McFee
Kim McFee
Reverse Mortgages
Marty Burbank
Marty Burbank

Program

8:15 dopoledne - 9:00 dopoledne

Registration/Networking/Continental Breakfast

Main Stage

9:00 dopoledne - 9:02 dopoledne

Welcome!

Main Stage

Travis McShane

9:04 dopoledne - 9:14 dopoledne

Gold Partner Presentation by CNL

Main Stage

Steph Laflamme

9:14 dopoledne - 10:05 dopoledne

The Alzheimer's Tsunami- Preparing For the Worst

Main Stage

Jack Broyles

10:07 dopoledne - 10:17 dopoledne

Gold Partner Presentation, presented by Hines

Main Stage

Ben Garate

10:17 dopoledne - 10:32 dopoledne

Break

10:33 dopoledne - 11:23 dopoledne

2022 Tax Update, Presented by Randy Gardner

Main Stage

Randy Gardner

11:25 dopoledne - 11:40 dopoledne

Partner Roundtable

Main Stage

Scot Shier

11:40 dopoledne - 11:46 dopoledne

Chapter Announcements

Main Stage

11:46 dopoledne - 12:46 odpoledne

Lunch Break

12:47 odpoledne - 1:37 odpoledne

The Future of Financial Advice

Main Stage

Jason Wenk

1:44 odpoledne - 2:34 odpoledne

Rewirement: Behavioral Finance & Retirement Income Planning

Main Stage

Jamie Hopkins

2:36 odpoledne - 2:51 odpoledne

Break

2:52 odpoledne - 3:42 odpoledne

Legal & Practical Solutions For Aging Clients

Main Stage

Marty Burbank

3:44 odpoledne - 3:59 odpoledne

Raffles and Closing Remarks

Main Stage

Kim McFee

4:00 odpoledne - 5:00 odpoledne

Join us at Zov's Bistro

Partneři

CNL Securities
CNL Securities
Producers Choice Network
Producers Choice Network
Vanguard
Vanguard
Cantor Fitzgerald
Cantor Fitzgerald
Eclectic Associates
Eclectic Associates
Prudential
Prudential
UCI Continuing Education
UCI Continuing Education
Wilshire Finance Partners
Wilshire Finance Partners
Fairbridge Asset Managemet
Fairbridge Asset Managemet
DPL
DPL
HInes
HInes
T Rowe Price
T Rowe Price
Harbor
Harbor
Nationwide
Nationwide
Great American
Great American
High Tech Lending
High Tech Lending
Northern Trust Asset Management
Northern Trust Asset Management
Lord Abbett
Lord Abbett

Kontaktní informace