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Sessions and Zoom Links:
Please note that the Zoom link will be consistent throughout the day with the exception of Emma Cramm and Calvin Wiersma at 12:00 pm, and Hannah Moore at 1:00 pm. See Zoom links below.
9:00 am to 9:30 am (General Session)
Opening Remarks with Stephanie Trexler
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Join via phone: (646) 931-3860
Meeting ID: 999 8763 6506
Passcode: FPAMI
9:30 am to 10:00 am (General Session)
Josh Brown
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Join via phone: (646) 931-3860
Meeting ID: 999 8763 6506
Passcode: FPAMI
10:00 am to 11:00 am (General Session)
Colin Overweg/Justin Castelli (Standing Out: Unconventional Strategies for Personal Branding)
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Join via phone: (646) 931-3860
Meeting ID: 999 8763 6506
Passcode: FPAMI
11:00 am to 12:00 pm (General Session)
Dr. Megan McCoy/Ian Bloom (Unpacking the Psychology of Financial Planning)
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Join via phone: (646) 931-3860
Meeting ID: 999 8763 6506
Passcode: FPAMI
12:00 pm to 1:00 pm (Breakouts)
Breakout Session 1: Melissa Walsh/Cody Garret
(The Launch Point: When and How to Start Your Firm)
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Join via phone: (646) 931-3860
Meeting ID: 999 8763 6506
Passcode: FPAMI
Breakout Session 2: Emma Cramm/Calvin Wiersma (Entering the World of Established Firms)
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Join via phone: (646) 931-3860
Meeting ID: 816 0046 9223
Passcode: FPAMI
1:00 pm to 2:00 pm (Breakouts)
Breakout Session 1: Hannah Moore (Charting your Financial Planning Career Path)
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Join via phone: (646) 931-3860
Meeting ID: 999 8763 6506
Passcode: FPAMI
Breakout Session 2: Brett Danko (Mastering the CFP Journey)
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Join via phone: (646) 931-3860
Meeting ID: 816 0046 9223
Passcode: FPAMI
2:00 pm to 3:00 pm (General Session)
Cathy Curtis (Navigating Financial Success: A Client's Onboarding Journey)
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Join via phone: (646) 931-3860
Meeting ID: 999 8763 6506
Passcode: FPAMI
3:00 pm (General Session)
Closing remarks and scholarship give away with Stephanie Trexler
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Join via phone: (646) 931-3860
Meeting ID: 999 8763 6506
Passcode: FPAMI
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Questions: Contact Mary at 248.330.7757 or info@fpami.com.