Annual Forum

Fourth Annual Forum
September 24, 2020
8:00 am - 4:00 pm

Virtual Program

SCHEDULE            SESSION INFO          SPEAKER INFO        REGISTER

Attend Forum and Gain:
  1. Purposeful programming with our excellent education and several hours of continuing education credits.
  2. Extraordinary experiences that bring problem solving perspectives to the workplace.
  3. Create connections with other financial planning professionals and suppliers that can help you do business better.
Registration Fees:
  • FPA Members: $99- Full Day (6 CE)
  • Nonmembers: $125- Full Day (6 CE)
  • FPA Members: $75- Half Day (3 CE)
  • Nonmembers- $100- Half Day (3 CE)

After 9/16 add $10

 

FORUM SCHEDULE
*Subject to change as the program is refined

8:00-8:15 AM 

8:15-8:30 AM

Opportunity to network

Welcome and housekeeping

8:30-9:30 AM

KEYNOTE: Economic update- Jeffrey Sherman, CFA® DoubleLine Funds

9:30-9:50 AM

Break 

9:50-10:50AM

KEYNOTE: Planning for College and Higher Education Expenses- Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax

10:50-11:10AM

Break 

11:10-12:10 PM

Breakouts

Planning for All Generations: What Advisors Need to Know About Student Loans- Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax

The Overlooked Gap in Financial Advice- Tom Kammerer, CCIG

12:10-12:30 PM

Break- LUNCH 

12:30-1:30 PM

KEYNOTE: Bring Your Own Lunch (TBD)

1:30-1:45 PM

Break 

1:45-2:45 PM

Breakouts

Masterclass FinTech Panel- (Magnifi / The Tifin Group)

Three Insurance Trends Planners Can’t Ignore- (TBD, Ash Brokerage)

2:45-3:00 PM

 

Break

3:00-4:00 PM

Breakouts

Wills VS. Trusts- Shelley Thompson, Burns Figa and Will PC, Shelley Thompson

Reverse Mortgage Panel- Christian Mills, Jan Jordan, Christine Jensen

 

 

 

CANCELLATION Info:

After September 14, no refunds will be processed. Please send a replacement person to the Forum.