Über

Welcome to the August 2022 Quarterly Education Meeting! You can click here to access our survey where you can submit for CE credit: https://www.surveymonkey.com/r/G7R9XGJ



1
Tag
9
Sprecher
10
Sessions

August 2022 FPA Quarterly Education Meeting

Sprecher

Travis McShane
Travis McShane
President FPAOC President, Eclectic Associates
Kevin Henss
Kevin Henss
Strivent Financial
Scot Shier
Scot Shier
QF Corp.
Jordan Jackson
Jordan Jackson
JP Morgan
Jay Frank
Jay Frank
Cantor Fitzgerald
Justin Castelli
Justin Castelli
RLS Wealth
Lisa Rehburg
Lisa Rehburg
Rehburg Lif​e Settlements
Brian Walter
Brian Walter
Fairbridge Asset Managment
Kam McRay
Kam McRay
DPL

Programm

7:15 AM - 8:00 AM

Registration/Networking/Continental Breakfast

Main Stage

8:00 AM - 8:15 AM

Welcome!

Main Stage

Travis McShane

8:15 AM - 9:15 AM

Using Annuities for Fixed Income

Main Stage

Kam McRay

9:17 AM - 10:10 AM

Guide to the markets

Main Stage

Jordan Jackson

10:10 AM - 10:30 AM

Break

10:31 AM - 11:23 AM

Real Estate Tax Strategies

Main Stage

Jay Frank

11:23 AM - 11:43 AM

Partner Roundtable, Announcements, TFF Update

Main Stage

Scot Shier

11:43 AM - 12:43 PM

Lunch with Guest Patrick Mahoney

12:44 PM - 1:34 PM

Helping Clients Create Lives, Not Just Getting through Life

Main Stage

Justin Castelli

1:36 PM - 2:31 PM

What's going on with life settlements and why should I care?

Main Stage

Lisa Rehburg

2:33 PM - 2:48 PM

Break

2:48 PM - 3:39 PM

Alternative Investments In A Rapidly Changing World

Main Stage

Brian Walter

3:41 PM - 4:00 PM

Raffles and Closing Remarks

Main Stage

4:00 PM - 5:00 PM

Join us at Zov's Bistro

Partner

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

Kontaktinformationen