Learning Center

Sharpening Your Knowledge

FPA Fall Learning Series - Week 4


The FPA Fall Learning Series wraps-up this week with a focus on helping you sharpen your knowledge on a variety of issues you need to know as a financial planner!

This week don’t miss “Current Economic and Market Concerns Reflect Persistent Underlying Trends” with Milton Ezrati, Chief Economist of Vested, who was originally scheduled to be a keynote at the conference! We are also making four on-demand presentations available to you on issues ranging from empowering your team to serve clients to a deeper look at mergers and acquisitions. Two of the on-demand session are being provided by two terrific partners – Allworth Financial and Alliance for Lifetime Income.

Registration for the live webinar with Milton Ezrati is now open. Click the link below to register today! All on-demand programs will be available beginning December 6 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 December 6 include:

  • 3 Easy Steps to Transfer Servicing of Your Clients to Your Team with Erin Botsford, CFP®, The Advisor Authority
  • Reverse Mortgages for the Mass Affluent Client with Steve Resch, Finance of America Reverse
  • Are You Prepared for the Next Wave of Wealth? with Jean Dunn, CFP®, T. Rowe Price
  • The Psychology of Risk with Daniel Crosby, PhD., Orion