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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 23–
Jan 23, 2015
Practice Management Chapter:
Alaska Chapter FSP
Time: 07:30 AM – 08:30 AM
  Summary: You've built a nice pracrice and want to retire. How do you pass it on to another advisor.  
  Section(s): Leadership & Management
 
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 18, 2015 TBD Video Teleconference
  Summary: Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.  
Feb 27–
Feb 27, 2015
Economic update for Alaska Chapter:
Alaska Chapter FSP
Time: 07:30 AM – 08:30 AM
  Summary: Learn how the state is fairing on the economic side of things.  
Mar 04, 2015 TBD Audio/Web Conference
  Summary: Topic - Layering Plans. Details coming soon.  
Mar 27–
Mar 27, 2015
Digital information and Social Media/death of the owner? Chapter:
Alaska Chapter FSP
Time: 07:30 AM – 08:30 AM
  Summary: What happens at the bank, the software company and the internet when the owner of the accounts dies?  
  Section(s): Leadership & Management
 
Apr 22, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Topic - E&O. Details coming soon.  
Apr 24–
Apr 24, 2015
Social Security and Medicare Chapter:
Alaska Chapter FSP
Time: 07:30 AM – 09:00 AM
  Summary: Once more we will explore the decisions that surround Social Security. In addition we will look at all of the Medicare opportunities.  
  Section(s): Financial Planning
Retirement Counseling
Risk Management
 
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.  
May 29–
May 29, 2015
Capstone Case Study Chapter:
Alaska Chapter FSP
Time: 07:30 AM – 09:00 AM
  Summary: Ryan Callaway will lead us through a case study that will be sent our ahead of time to you so that you may be a part of a small sub group and come up with possible solutions to the issues.  
  Section(s): Financial Planning
Retirement Counseling
Risk Management
 
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
14 Events Returned
Event Details

Check back at a later date for details.

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