2019 Conference Recordings
Reaching the Aging Baby Boomer: Making The Transition from Financial Planning to Longevity PlanningProduct not yet rated Contains 4 Component(s), Includes Credits
This session, originally presented at FPA Annual Conference 2019, will focus on the issues and concerns that older adults confront and what financial planners must know in order to address and effectively meet their needs.
Advisory Firms in 2030: The Innovation ImperativeProduct not yet rated Contains 3 Component(s)
Originally presented at FPA Annual Conference 2019, a brainstorming session between SEI and FPA quickly grew into a larger quest to more deeply explore the current and future states of the advice profession.
Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids!Product not yet rated Contains 4 Component(s), Includes Credits
In this session from FPA Annual Conference 2019, learn how financial planners can help families develop a philosophy and strategy to pay for college, get loans and plan for their child's education in alignment with everyone's goals.
Preparing Clients for the True Cost of DisastersProduct not yet rated Contains 4 Component(s), Includes Credits
In this session our aim is to strengthen our relationships with financial preparedness professionals to increase the nation’s disaster preparedness awareness and resiliency.
Getting Hired and Succeeding in the Financial Planning ProfessionContains 3 Component(s)
Attend this session to learn how to find your best fit financial planning firm and position.
Developing Your Personal Marketing PlanContains 3 Component(s)
Originally presented at FPA Annual Conference 2019, this lively quick start session provides a simple 5-step process to share what you do with the people who need to hear it.
Estate Planning for Short Life ExpectanciesProduct not yet rated Contains 4 Component(s), Includes Credits
Originally presented at FPA Annual Conference 2019, this session shows how financial planners can help clients and families through short life expectancy.
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