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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

1
Dag
12
Foredragsholdere
12
Økter

November 2022 Quarterly Education Meeting

Foredragsholdere

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

Agenda

8:15 a.m. - 9:00 a.m.

Registration/Networking/Continental Breakfast

Main Stage

9:00 a.m. - 9:02 a.m.

Welcome!

Main Stage

Travis McShane

9:04 a.m. - 9:14 a.m.

Gold Partner Presentation by CNL

Main Stage

Steph Laflamme

9:14 a.m. - 10:05 a.m.

The Alzheimer's Tsunami- Preparing For the Worst

Main Stage

Jack Broyles

10:07 a.m. - 10:17 a.m.

Gold Partner Presentation, presented by Hines

Main Stage

Ben Garate

10:17 a.m. - 10:32 a.m.

Break

10:33 a.m. - 11:23 a.m.

2022 Tax Update, Presented by Randy Gardner

Main Stage

Randy Gardner

11:25 a.m. - 11:40 a.m.

Partner Roundtable

Main Stage

Scot Shier

11:40 a.m. - 11:46 a.m.

Chapter Announcements

Main Stage

11:46 a.m. - 12:46 p.m.

Lunch Break

12:47 p.m. - 1:37 p.m.

The Future of Financial Advice

Main Stage

Jason Wenk

1:44 p.m. - 2:34 p.m.

Rewirement: Behavioral Finance & Retirement Income Planning

Main Stage

Jamie Hopkins

2:36 p.m. - 2:51 p.m.

Break

2:52 p.m. - 3:42 p.m.

Legal & Practical Solutions For Aging Clients

Main Stage

Marty Burbank

3:44 p.m. - 3:59 p.m.

Raffles and Closing Remarks

Main Stage

Kim McFee

4:00 p.m. - 5:00 p.m.

Join us at Zov's Bistro

Partnere

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

Kontakt informasjon