Print Page   |   Contact Us   |   Sign In   |   Register
Community Search
2020 Virtual Conference Series - Succession Planning
Register View Registrations Tell a Friend About This EventTell a Friend
2020 Virtual Conference Series - Succession Planning

 Export to Your Calendar 7/23/2020
When: July 23
12:00 - 1:00 pm
Where: Webinar - Zoom
United States
Contact: FPA DFW


Online registration is available until: 7/23/2020
« Go to Upcoming Event List  

 

2020 Virtual Conference Series

 

As we come out of the Covid-19 Pandemic, FPA Dallas/Fort Worth (DFW) recognizes that you are facing new challenges in your practice.  To better serve you during these unprecedented times, we will be hosting a virtual conference series over the next seven months.  Our objective with this series is to provide you with tools, information and motivation. These sessions were topics held at our annual 2020 FPA DFW Conference, which took place in February, and most offer CFP & CPA CE credits. 

Save the dates! 2020 Virtual Conference Series Dates & Topics

click here to learn more

 

Date Topic Speaker CFP I CPA CE

 

June 30


RIA Business Insurance

 

Chad Ramberg

 

N/A

July 23

Beyond the Math: The Four Phases
of Successful Transaction Beyond
"How Much is My Firm Worth"

Shannon O'Toole
1.0

August 13

Register

Cybersecurity: How to Protect Yourself

and Transfer the Risk

Chad Ramberg &
Steven Ryder
1.0

August 27

Register

Entities & the Impact on Your Taxes Under
the New Laws

Sean Duncan 1.0

September 17

Register

Helping to Secure Your Clients' Retirement:
Transforming Social Security Into Winning Strategies

Chad Dziedzic 1.0

October 15

Register

Social Security Explained

Larry Burgess 1.0

November 19

Register

Current Strategies & Options for Health Insurance:

Medicare, Individual, Small Group, Travel

Sharon R. Luker 1.0

December 8

Register

Financial Feminism: Women, Money, Wealth & Legacy

Roslyn Dawson Thompson &
Sonja Borda

1.0


  • To learn more about the topics:  https://www.fpadfw.org/page/2020SS
  • These sessions are available to FPA members only.
  • If you originally received CE for one of these sessions while attending the conference in February you are not eligible to receive the CE for that session a second time.  No double dipping!  
  • The sessions that include CE are only eligible for CFP & CPA CE.  Attendance will be monitored, and an online CE form will be required after the event.
  • CE is only available to those that attend the live Zoom sessions (no on-demand or recordings will be made available for later viewing)

 

 Virtual Conference Series Fees

 

 2020 FPA DFW Conference Attendee    $0           

 

Pre-registration is still required for sessions you plan to attend

 

 FPA DFW member

 who did not attend the 

 2020 DFW Conference

   $25     

 

 Pre-registration required

 The June 30 & July 23 events are FREE for all FPA members.
 All other dates require a $25 registration fee

 

 Non-Members    N/A

 

 This series is not open to non-members

 Interested in joining FPA?  Click here for more info

 

 

 

 

Association Management Software Powered by YourMembership  ::  Legal