REGISTER NOW and Save $50 Presentation Scheduled for Tuesday, 10:55-11:45 AM. Pending CE Approval: 1 CFP, 1 MN insurance, 1 WI insurance, 1 CIMA, 1 NASBA and .75 CLE Stnd If it doesn’t make sense, don’t click on it! One…
Archives
SYMPOSIUM BREAKOUT – October 10, Bob Mauterstock – The 7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity
REGISTER NOW and Save $50 Presentation Scheduled for Monday, 1:10-2:10 pm Anticipated CE: 1 CFP, 1 MN insurance, 1 WI insurance, 1 NASBA/CPE, 1 CIMA, 1 CLE Stnd Connect with Families of Clients with Diminished Capacity It isn’t an easy…
SYMPOSIUM BREAKOUT – October 10, Gina Pellegrini – Are You a Control Freak?
REGISTER NOW and Save $50 Presentation Scheduled for Monday, 1:10-2:10 pm Anticipated CE: 1 NASBA/CPE, 1 CLE Stnd NO CE: CFP, MN insurance, WI insurance, CIMA Don’t be afraid to let go and grow! Do you manage your practice —…
SYMPOSIUM SPEAKER – October 11, Heather Jarvis, What’s the deal with student loan interest rates?
REGISTER NOW and Save $50 Presentations scheduled for Tuesday, 12:30 – 1:20 pm, 1:50 – 2:40 pm Lunch Keynote – Educational Debt: Will Student Loans Be the Next Bubble to Burst? Breakout – Advanced Student Debt Management: A Checklist Approach…
SYMPOSIUM BREAKOUT – October 10, Anne Elizabeth Denny, Beyond Mere Checked Boxes
REGISTER NOW and Save $50 Presentation Scheduled for Monday, 2:30-3:30 pm Anticipated CE: 1 CFP, 1 MN insurance, 1 WI insurance, 1 NASBA/CPE, 1 CIMA, 1 CLE Stnd Healthcare Directives: A Valuable Asset to Financial Advisors If I were 20…
SYMPOSIUM BREAKOUT: October 11, Aaron Hasler, Generational Partnerships as Growth Strategy
REGISTER NOW and Save $50 Presentation Scheduled for Tuesday, 2:55-3:45 pm Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, .75 CLE Stnd Generational Partnerships as Growth Strategy, Vision Setting, Business Legacy Are you getting older? Do you have a growing…
SYMPOSIUM BREAKOUT: October 11, Dr. Mary Bell Carlson, Beyond the Numbers: Finding the Motivation
REGISTER NOW and save $100 Presentation Scheduled for Tuesday, 2:55-3:45 pm Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, .75 CLE Stnd Beyond the Numbers: Finding the Motivation Have you ever had that moment when you’ve spent countless hours working…
SYMPOSIUM BREAKOUT – October 10, Nathan Dungan – Families, Money and Meaning: An Interactive Case Study
REGISTER NOW and save $100 Presentation Scheduled for Monday, 1:10-2:10 pm Pending CE Approval: 1 CIMA, .75 CLE Stnd Approved CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance Preparing future heirs for the various roles and responsibilities…
SYMPOSIUM SPEAKER – October 11, Weston Wellington – Redefining Investment Advice
REGISTER NOW Closing Keynote – Redefining Investment Advice Presentation Scheduled for Tuesday, 4:05-4:55 pm Anticipated CE: 1 CFP, 1 MN insurance, 1 WI insurance, 1 NASBA/CPE, 1 CIMA, .75 CLE Stnd Markets throughout the world have a history of rewarding…
SYMPOSIUM BREAKOUT – October 10, Stuart C. Bear – The Trust Walk: Walking Down the Path of Various Types of Trusts and Avoiding Hot Coals at the Same Time
REGISTER NOW and save $100 Presentation Scheduled for Monday, 1:50-2:40 pm Pending CE Approval: 1 CIMA, .75 CLE Stnd Approved CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance When a person says “I have a Trust” or…
FPA - Connect
