O udalosti

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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DeŇą
12
Reńćn√≠kov
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Relácií

November 2022 Quarterly Education Meeting

Reńćn√≠ci

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 dopoludnia - 9:00 dopoludnia

Registration/Networking/Continental Breakfast

Main Stage

9:00 dopoludnia - 9:02 dopoludnia

Welcome!

Main Stage

Travis McShane

9:04 dopoludnia - 9:14 dopoludnia

Gold Partner Presentation by CNL

Main Stage

Steph Laflamme

9:14 dopoludnia - 10:05 dopoludnia

The Alzheimer's Tsunami- Preparing For the Worst

Main Stage

Jack Broyles

10:07 dopoludnia - 10:17 dopoludnia

Gold Partner Presentation, presented by Hines

Main Stage

Ben Garate

10:17 dopoludnia - 10:32 dopoludnia

Break

10:33 dopoludnia - 11:23 dopoludnia

2022 Tax Update, Presented by Randy Gardner

Main Stage

Randy Gardner

11:25 dopoludnia - 11:40 dopoludnia

Partner Roundtable

Main Stage

Scot Shier

11:40 dopoludnia - 11:46 dopoludnia

Chapter Announcements

Main Stage

11:46 dopoludnia - 12:46 popoludní

Lunch Break

12:47 popoludní - 1:37 popoludní

The Future of Financial Advice

Main Stage

Jason Wenk

1:44 popoludní - 2:34 popoludní

Rewirement: Behavioral Finance & Retirement Income Planning

Main Stage

Jamie Hopkins

2:36 popoludní - 2:51 popoludní

Break

2:52 popoludní - 3:42 popoludní

Legal & Practical Solutions For Aging Clients

Main Stage

Marty Burbank

3:44 popoludní - 3:59 popoludní

Raffles and Closing Remarks

Main Stage

Kim McFee

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