Free CE Virtual Event

 

July 22, 2020
9:00 AM CDT - 12:00 PM CDT
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Webinar


Directions

Every year we look forward to offering our Free CE Day in Wales and the Free CE Afternoon in Appleton.  We have been closely monitoring the situation with COVID-19, and after much consideration, we have made the decision to move the Free CE sessions to a virtual experience.  We will be hosting a total of 6 sessions over a 2-day period on Wednesday, July 22nd and Thursday, July 23rd

As always, there is No cost to FPA-WI members to attend these continuing education presentations.  We invite non-members to attend at a reasonable fee of $60. 

Schedule for Wednesday's sessions:
8:55 am - Welcome and Announcements
9:00 - Plan Your Journey to Retirement: Target Date Income, Ben Chera - Lincoln Financial
9:55 - Break
10:00 - What's on the Menu?, Tom Charon - Capital Group
10:55 - Break
11:00 - Managing Your Power of Choice, Jenny Wagner & Pam Foti - Vesta Senior Network
11:55 - Adjourn

Schedule for Thursday's sessions:
8:55 am - Welcome and Announcements
9:00 - Reverse Mortgages: The Cinderella of Retirement Planning, Harlan Accola - Fairway Independent Mortgage Corporation
9:55 - Break
10:00 - Finding Opportunity in the Low Volatility Anomaly, Chris Jenks, CFA - BMO Global Asset Management
10:55 - Break
11:00 - Investment Advice Reform 2020: A Focus on the Duty of Care, Barry Mendelson, CIMA - Capital Market Consultants
11:55 - Adjourn

A comprehensive description for each session can be found here!  All of the sessions have been approved for CFP, WI Insurance, and Investments & Wealth Institute CE credits.

To view the speaker bios - click here!

Tickets

$0.00 FPA Members

$60.00 Non-Member

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