Quick Links
Past presentations
After each chapter meeting, with the permission of the speaker, presentation slides and/or handouts are posted here. Click on the links below to access recent chapter meeting presentations:
2018 Presentations
July
Ethics 2018: Enhancing Your Ethical Intelligence Part 1 (PDF)
Ethics 2018: Enhancing Your Ethical Intelligence Part 2 (PDF)
Platinum Partner Presentation: RMF (PDF)
Platinum Partner Presentation: American Funds (PDF)
Platinum Partner Handout: American Funds (PDF)
June
Maximizing Social Security - What Every Retiree Needs to Know (PDF)
Diamond Partner Presentation: CollegeInvest (PDF)
April
Divorce: Advising Clients Before, During and After Panel discussion (PDF slides) with a CDFA Sandi Gumeson, Mediator Beth Henson, Attorney David Littman and Moderator Ben Briggs.
Top 35 Divorce Financial Planning Mistakes (PDF Handout)
What is Divorce Financial Planning (PDF Handout)
March
GROWING YOUR BUSINESS BY ADVISING COMPANY RETIREMENT PLANS, speaker: Skip Schweis (PDF)
Fairway Mortgage - The Rueth Team (PDF)
February
2017 Tax Update - Fran Coet (PDF)
Complete Technology Solutions Partner Presentation (PDF)
Horizon Investments Partner Presentation (PDF)
