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FPA Austin Virtual CE Day Speakers/Topics Contact Information.
Session 1, 9:10 AM - 10:00 AM: Private Markets Investing
Please contact Ted or Phil at the contact info below for a copy of the presentation.
Ted Norcross, CIMA, Vice President and Product Specialist, CAIS
Email: tnorcross@caisgroup.com
Philip Mattoon, Associate and Product Specialist, CAIS
Email: pmattoon@caisgroup.com
Website: http://caisgroup.com
Session 2, 10:10 AM - 11:00 AM: Navigating Medicare 101
Michelle Feibus, Medicare Superwoman United Healthcare Independent Sales Agent Medicare only
Website: http://www.linkedin.com/in/michellefeibus
Email: yourmedicareoptions@gmail.com
Session 3, 11:10 AM - 12:00 PM: Indexing Exposed: Passive Indices May Be More Active than You Think
Rob Harvey, Co-Head of Product Specialists and Mindy Broderick, Regional Director, Dimensional Fund Advisors
Website: https://www.dimensional.com/us-en/individual
Email: Mindy Broderick, Mindy.Broderick@dimensional.com
Session 4, 12:15 PM - 1:05 PM: The Corporate Transparency Act – Be Prepared Before the Sword Drops!
Zach Wiewel, Texas Trust Law
Website: http://www.TexasTrustLaw.com
Email: Zach@TexasTrustLaw.com
CLICK HERE for Presentation
Session 5, 1:15 PM - 2:05 PM: Tax Deferred Exchanges Overview
Grayson Taylor, Specialized Products Consultant, Hines
Website: http://www.hinesglobalincometrust.com
Email: Grayson.taylor@hines.com