Learning Center

Planning for Life Events

FPA Fall Learning Series - Week 2

The FPA Fall Learning Series continues this week with engaging content that will help you serve your clients as they cope with various life events.

This week, we’re offering a live webinar with Marjorie Barrie, LTCP of ACSIA Partners who will present “What You Need to Know to Advise Your Clients About Long-Term Care.” We are also making four on-demand presentations available to you that cover issues like college planning and special needs planning. There is also a great program available from our partners at Janus Henderson Investors.

Registration for the live webinar with Marjorie Barrie is now open. Click the link below to register today! All on-demand programs will be available beginning November 15 at 8 a.m. ET. At that time, you will be able to navigate to those programs right from this page!

The on-demand programs that will be available beginning November 15 include:

  • Setting Yourself Apart with Special Needs Planning - Trusts, Benefits and ABLE with Derek Graham, Resch, Root, Phillips & Graham, LLC
  • The Roth/Pretax Decision After the SECURE Act: The Importance of Accumulated Assets with Roger Young CFP®, T. Rowe Price
  • Navigating the College Funding Maze & Helping Families Cut the Cost of Higher Education with Joe Messinger, CFP®, ChFC, CLU, CCFC, College Aid Pro
  • Medicare and Your Practice: Why, When and How with Barry Streit, CLU, ChFC®, United Healthcare