IMPORTANT INFORMATION!
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Sessions and Zoom Links:
Please note that the Zoom link will be consistent throughout the day with the exception of Brett Danko and Hannah Moore/Cody Garrett/Luis Rosa). See Zoom links below.
10:00 am to 10:15 am (General Session)
Welcome and Announcements
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Join via phone: (929) 205-6099
Meeting ID: 963 0910 1971
Passcode: FPAMI
10:15 am to 11:00 am (General Session)
Colin Overweg/Justin Castelli (Creating your Own Personal Brand)
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Join via phone: (929) 205-6099
Meeting ID: 963 0910 1971
Passcode: FPAMI
11:00 am to 12:00 pm (General Session)
Tyrone Ross (Why is Financial Planning a Great Career)
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Join via phone: (929) 205-6099
Meeting ID: 963 0910 1971
Passcode: FPAMI
12:00 pm to 1:00 pm (General Session)
Megan McCoy/Ian Bloom/David Frank (The Human Element of Financial Planning)
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Join via phone: (929) 205-6099
Meeting ID: 963 0910 1971
Passcode: FPAMI
1:00 pm to 2:00 pm (Breakouts)
Breakout Session 1: Hannah Moore/Cody Garrett/Luis Rosa
(Career Paths and How to Succeed in the Profession and Business Models)
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Join via phone: (929) 205-6099
Meeting ID: 963 0910 1971
Passcode: FPAMI
Breakout Session 2: Brett Danko (How to Pass the CFP)
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Join via phone: (305) 224-1968
Meeting ID: 943 0758 1313
Passcode: FPAMI
2:00 pm to 2:40 pm (General Session)
Michael Kitces (History of Financial Planning)
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Join via phone: (929) 205-6099
Meeting ID: 963 0910 1971
Passcode: FPAMI
2:40 pm to 3:00 pm (General Session)
Scholarship announcements and wrap-up
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Join via phone: (929) 205-6099
Meeting ID: 963 0910 1971
Passcode: FPAMI
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Questions: Contact Mary at 248.330.7757 or info@fpami.com.