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Date Event Title Event Type
Jan 14, 2015 Save Your Clients Money, Add Revenue to Your Practice Sponsored Education Online
Free to Members
  Speaker(s): Stephen J. Hall, CEO  
  Summary: Topic: Save Your Clients Money On Credit Card Processing Fees, Add Highly Profitable Recurring Revenue To Your Practice. Sponsored by iTransact. Details coming soon.  
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Speaker(s):  
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Jan 20–
Jan 20, 2015
Long Term Care Planning: What You Need to Know and What Your Clients Want to Know Chapter:
Greensboro Chapter FSP
Time: 07:30 AM – 10:15 AM
Location: Starmount Forest Country Club
1 Sam Snead Drive
Greensboro NC
  Speaker(s): Barbara DeBerry  
  Summary: Please join us as speaker, Barbara DeBerry, offers a CE course designed to inform member professionals on the importance of long term care and changes in the long term care industry. Barbara will address the three main factors affecting long term care: longer life expectancy, changes in the family demographic, and the changing costs associated with long term care. This course will help financial professionals assist their clients with long term care planning strategies and implementation of those strategies.  
Jan 27–
Jan 27, 2015
SFSP GROW Meeting: New Year Social and Planning Meeting Chapter:
Greensboro Chapter FSP
Time: 04:30 PM – 06:00 PM
Location: Zuraw Financial Advisors Office
806 Green Valley Road, Suite 201
Greensboro NC
  Summary: Please join us for this wine and brainstorming session. Come ready to discuss topic ideas and help plan our meetings for the New Year. Bring your ideas about how you would like to see our networking and educational opportunities GROW!  
Feb 02, 2015 Don't Worry, Retire Happy:Seven Steps to Retirement Security Sponsored Education Online
Free to Members
  Speaker(s): Tom Hegna, CLU, ChFC, CASL  
  Summary: Innovative retirement planning concepts
Sponsored by TomHegna.com.
 
Feb 17–
Feb 17, 2015
Economic Outlook and Senior Care and Retirement Living Chapter:
Greensboro Chapter FSP
Time: 07:30 AM – 10:15 AM
Location: Starmount Forest Country Club
1 Sam Snead Drive
Greensboro NC
  Speaker(s): Richard Kaglic and Stephen P. Fleming  
  Summary: 2 Great CE Topics Economic Outlook by Speaker, Richard Kaglic, M.A. Senior Care and Retirement Living by Stephen P. Fleming  
Feb 18, 2015 Business and Estate Planning Video Teleconference
  Summary: Managing Risk, Protecting Assets, Achieving Client Goals  
Mar 04, 2015 TBD Audio/Web Conference
  Summary: Topic - Layering Plans. Details coming soon.  
Mar 17–
Mar 17, 2015
Closely-Held Business Succession Planning Chapter:
Greensboro Chapter FSP
Time: 07:30 AM – 10:15 AM
Location: Starmount Forest Country Club
1 Sam Snead Drive
Greensboro NC
  Speaker(s): James S. Aussem, J.D.  
  Summary: Join is for 2 hours of CE credit as speaker James S. Aussem, J.D. with Cavitch Familo & Durkin, LPA, speaks on the topic of Closely-Held Business Succession Planning  
Apr 22, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Topic - E&O. Details coming soon.  
May 14–
May 15, 2015
FSP Clinic for Advanced Professionals Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 20, 2015 TBD Video Teleconference
  Summary: Topic: Taking a Deep Dive into the Family Business Ocean. Details coming soon.  
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
13 Events Returned
Event Details

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