Women & Finance Knowledge Circle: Housing Wealth - Another Source of Cash in RetirementProduct not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/13/2021 at 12:00 PM (MDT)
We all know that home is where the heart is.
Business Success Knowledge Circle: 40 Lessons from 40 YearsProduct not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/11/2021 at 1:00 PM (MDT)
In this session Larry W. Carroll, CFP® founder of Carroll Financial Associates, Inc. will review his top 40 lessons learned from his 40 years of running a business and serving his clients.
PridePlanners Knowledge Circle: LGBTQ Advisors Tell Our StoryProduct not yet rated Contains 3 Component(s) Includes a Live Web Event on 05/11/2021 at 10:00 AM (MDT)
Join FPA Pride Planners host, Robert Castillo, CFP®, ADPA℠ as he leads a conversation with FPA members about being ‘out’ on the job and working with the LGBTQ community.
Investment Planning Knowledge Circle: Options - When to Use, and How to BenefitProduct not yet rated Contains 3 Component(s)
Do you have a concentrated position in need of hedging? Not to worry, you have options!
Tax & Estate Planning Knowledge Circle: Tax and Planning Updates with the American Rescue PlanProduct not yet rated Contains 3 Component(s)
Scott Bishop, MBA, CPA/PFS, CFP®, one of the hosts of the Tax and Estate Planning Knowledge Circle will discuss tax and planning changes that may impact clients in relation to the American Rescue Plan.
PridePlanners Knowledge Circle: LGBT+ Tax Planning in a Changing WorldProduct not yet rated Contains 3 Component(s)
Join FPA Pride Planners on April 13, 2021 at Noon ET for LGBT+ Tax Planning in a Changing World.
Women & Finance Knowledge Circle: Employer Returnships and Return to Work Programs for Mid-Career Professionals Returning to WorkProduct not yet rated Contains 3 Component(s)
We have all heard of Scholarships, fellowships, and internships as programs that support deserving individuals seeking entry to the academic or professional world.
Tax & Estate Planning Knowledge Circle: An Introduction to Equity Compensation and Employee Stock OptionsProduct not yet rated Contains 3 Component(s)
Considering the various types of equity compensation and stock options structures clients may be awarded, as planners there is a clear benefit to understanding the nuances and varied tax implications associated with each.
Women & Finance Knowledge Circle: Financial Planning in the Age of COVIDProduct not yet rated Contains 3 Component(s)
The coronavirus pandemic has changed the world of financial planning. Dr. McClanahan will provide an update on coronavirus, cover how coronavirus has affected financial planning projections, emergency planning, long term care logistics, insurance planning, estate planning, and the delivery of financial planning services
PridePlanners Knowledge Circle: LGBTQ Policy IssuesProduct not yet rated Contains 3 Component(s)
Existing policies do not sufficiently protect all LGBTQ people in the U.S. from discrimination and do not support their economic well-being fairly & equally.
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