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

 Export to Your Calendar 10/15/2020
When: October 15
12:00 - 1:00 pm
Where: Webinar - Zoom
United States
Contact: FPA DFW


Online registration is available until: 10/15/2020
« Go to Upcoming Event List  

 

2020 Virtual Conference Series

 

FPA Dallas/Fort Worth (DFW) recognizes that you are facing new challenges in your practice.  To better serve you during these unprecedented times, we are hosting a virtual conference series over the coming 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.  Each of the remaining sessions offer 1 CFP, CPA & CIMA CE credit. 

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

 

 Cybersecurity: How to Protect Yourself 

 and Transfer the Risk

 

 Chad Ramberg &
 Steven Ryder
 1.0
 August 27

 

  Entities & the Impact on Your Taxes Under
  the New Laws

 

 Sean Duncan  1.0
 September 17

 

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

 

 Chad Dziedzic  1.0
 October 15

 

 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