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Includes a Live Web Event on 06/27/2025 at 2:00 PM (MDT)
Larry Pon wants to continue the tax conversation with you!
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Issue: January 2023 By: Gerry Herbison, CFP®, D.B.A., ChFC, CASL, CLF
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Join Gretchen Halpin, co-founder of Beyond AUM and a visionary leader in financial services marketing, for an engaging session designed exclusively for the Women and Finance Knowledge Circle group.
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Brought to you by the FPA Latino Knowledge Circle: Struggling to find and convert the right prospects? Join us for an action-packed webinar, “How to Generate More Prospects and Convert Most of Them.”
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Brought to you by the Tax & Estate Planning Knowledge Circle: Most financial planners have a working knowledge of taxes for individuals, namely the Form 1040.
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Includes Credits
1 CFP CE Credit | Brought to you by the PridePlanners Knowledge Circle | A product agnostic, educational session on how to incorporate charitable planning into an advisor’s practice in order to deepen engagement with existing clients, attract new clients, and meet the growing client demand for strategic philanthropic solutions. 1 CFP CE Credit
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Join us for an insightful and empowering panel discussion that delves into women's unique experiences, challenges, and triumphs in the financial advisory sector.
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People do business with people they know, like and trust.
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