O udalosti

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



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DeŇą
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Reńćn√≠kov
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Relácií

August 2022 FPA Quarterly Education Meeting

Reńćn√≠ci

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‚Äče Settlements
Brian Walter
Brian Walter
Fairbridge Asset Managment
Kam McRay
Kam McRay
DPL

Program

7:15 dopoludnia - 8:00 dopoludnia

Registration/Networking/Continental Breakfast

Main Stage

8:00 dopoludnia - 8:15 dopoludnia

Welcome!

Main Stage

Travis McShane

8:15 dopoludnia - 9:15 dopoludnia

Using Annuities for Fixed Income

Main Stage

Kam McRay

9:17 dopoludnia - 10:10 dopoludnia

Guide to the markets

Main Stage

Jordan Jackson

10:10 dopoludnia - 10:30 dopoludnia

Break

10:31 dopoludnia - 11:23 dopoludnia

Real Estate Tax Strategies

Main Stage

Jay Frank

11:23 dopoludnia - 11:43 dopoludnia

Partner Roundtable, Announcements, TFF Update

Main Stage

Scot Shier

11:43 dopoludnia - 12:43 popoludní

Lunch with Guest Patrick Mahoney

12:44 popoludní - 1:34 popoludní

Helping Clients Create Lives, Not Just Getting through Life

Main Stage

Justin Castelli

1:36 popoludní - 2:31 popoludní

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

Main Stage

Lisa Rehburg

2:33 popoludní - 2:48 popoludní

Break

2:48 popoludní - 3:39 popoludní

Alternative Investments In A Rapidly Changing World

Main Stage

Brian Walter

3:41 popoludní - 4:00 popoludní

Raffles and Closing Remarks

Main Stage

4:00 popoludní - 5:00 popoludní

Join us at Zov's Bistro

Partneri

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

Kontaktn√© √ļdaje