September Virtual Member Meeting


September 23, 2020
8:55 AM CDT - 12:00 PM CDT
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You are invited to join us on September 23rd for our virtual Member Meeting where we will be offering three informative webinars.  Topics include actionable strategies for maneuvering through volatility; how to respond to mounting racial tensions with an actionable process that leaders go through in order to build a lasting relations with their clients; and a discussion on elderly financial abuse.  A more comprehensive description for each session is listed below.

Meeting Agenda:
8:55 - Welcome
9:00 – Actionable Strategies for Maneuvering through Volatility - Ross Frankenfield, CFA, approved for 1 CFP CE , 1 WI Ins CE and 1 IWI CE
9:55 – Break
10:00 – Leading Towards Equity - Deanna Singh, no CE available for this presentation
10:55 - Break
11:00 - Fighting Elderly Financial Abuse - Gail Buckner - Franklin Templeton - approved for 1 CFP CE, 1 WI Ins CE and 1 IWI CE
11:55 - Adjourn

Presentation Descriptions:

Actionable Strategies for Maneuvering through Volatility
Unprecedented market volatility is likely to continue throughout 2020, your clients want to preserve capital, and you want your clients to stay invested in the market. We believe that volatility is part of the “new” new normal and will continue for a prolonged period. 

As a result of this extended period of volatility, we will discuss tools and provide sound rationale for navigating through these periods when they happen – by helping you avoid problematic behavioral biases.  Join Ross Frankenfield, CFA and Strategy Director for a robust discussion and actionable insights that will help you continue to implement strategies to help manage ongoing periods of market volatility for your clients.

Leading Towards Equity
Leaders are struggling with how to respond to mounting racial tensions throughout the country.  Diversity, equity, and inclusion expert and social entrepreneur, Deanna Singh, will share an actionable process that leaders can go through to help think through their next steps.  Financial planners need to have a strong understanding of these techniques for their practices and also in order to build lasting relationships with their clients.

Fighting Elderly Financial Abuse
Elder Abuse is more common than we realize.  It’s estimated that 1 in 10 American adults age 60 and older has been a victim- perhaps more than once. This presentation explains the three factors that explain why elder financial abuse is increasing.  In addition, you’ll learn what makes us all vulnerable to abuse as we age, signs to look for, ways to help your clients protect themselves and the new FINRA responsibilities financial advisors have.

To view the speakers' bios - click here!


$0.00 Member Fee

$30.00 Non-Member Fee

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