5 hours of CFP CE.
You have the option to attend in-person or virtually. (Same price for either one.)
If attending in-person, please arrive before 8:00 am. Program begins at 8:00 am sharp.
Agenda
- 7:15am – 4:00pm - Registration
- 8:00am – 8:15am - Welcome & Announcements, Mark Halby, FPA San Diego Board President
- 8:15am- 9:15am - “Life Happens: Prepare Your Clients and Their Families, Build Loyalty and Intergenerational Reach, and Protect Yourself” - Amy Florian, CEO, Corgenius (1 CE approved)
- 9:45am to 10:45am - "Rethinking Monte Carlo Results for Better Client Conversations" - Dr. Derek Tharp, Kitces.com (1 CE approved)
- 11:00am to 12:00pm - “Medicare “Must-Knows” for Financial Planners and their Clients” - Diane Gaswirth, Sales Director and Lauren Rabe, Market Sales Manager, UnitedHealthcare (1 CE Approved)
- 12:00pm to 1:00pm - Lunch
- 1:00pm to 2:00pm - "Navigating the College Funding Maze & Helping Families Cut the Cost of Higher Education" - Joe Messinger, CFP®, ChFC, CLU, Co-founder & Director of College Planning, Capstone Wealth Partners (1 CE approved)
- 2:30pm to 3:30pm - "Guide to Retirement" - Katherine Roy, J.P. Morgan, Managing Director of J.P. Morgan Asset Management and Chief Retirement Strategist of J.P. Morgan Funds (1 CE approved)
- 3:30pm to 3:45pm - Wrap-up of the Day, Mark Halby, FPA President
- 3:45pm-5:45pm - Social hour
Topic
General Financial Planning Principles
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career