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FPA Austin Virtual CE Day Speakers/Topics/Handouts/Contact Information. Check back for any presentations or handouts that may be posted.
Session 1, 8:10 AM - 9:00 AM: Ancillary Group Benefits: What are their benefits to a financial plan?
Philip Seibel – President – Advanced Benefit Solutions, Inc
Website: https://abenefitsolutions.com
Email: phil@abenefitsolutions.com
Presentation slides: CLICK HERE
Session 2, 9:10 AM - 10:00 AM: Using Digital Assets to Grow AUM and Engage Digitally Native Investors
Marc Nichols / Product Director / CIMA®, WMCP®, CDAA® and Matthew Kolesky, CBDA, Co-Founder & Chief Compliance Officer / Arbor Digital
Website: www.arbordigital.io
Email: mnichols@acminc.com
Examine Your Practice Activity: CLICK HERE
Presentation slides: CLICK HERE
Session 3, 10:10 AM - 11:00 AM: Major Changes on the Horizon for Medicare
Jamon White, Founder, Four Oaks Medicare Planning
Website: www.gofouroaks.com
Email: jwhite@gofouroaks.com
Session 4, 11:10 AM - 12:00 PM: Financial Impact of Futile Care: How Planning Impacts Outcomes
Catherine Vergara, CEO, RN, BSN, CCM, TxCG, CareFor
Website: www.CareFor.com
Email: Catherine Vergara, cvergara@carefor.com or Julie Latson, jlatson@carefor.com
Session 5, 12:15 PM - 1:05 PM: Wealth Planning Trends 2024: Elections, Golf Carts and Organic Growth
Jeff Brooks, JD, Senior Wealth Strategist, Janus Henderson
Website: https://www.janushenderson.com/en-us/advisor/
Email: Kris.Hicks@janushenderson.com
Session 6, 1:15 PM - 2:05 PM: Mastering the Insurance Landscape: Confidently Protect Your Clients with the Right P&C Coverage
Kelly Conway Agency Owner, The Conway Insurance Agency Certified Insurance Counselor and Certified Risk Manager
Website: www.allstate.com/kellyconway
Email: kellyconway@allstate.com