ALASKA CHAPTER

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Date Event Title Event Type
Sep 24, 2014 The Social Media Black Book: 7 Secrets Advisors Need to Know Sponsored Education Online
Free to Members
  Speaker(s): Ted Jenkin, CFP  
  Summary: Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC
 
Sep 26–
Sep 26, 2014
What Trustees need to know and why Chapter:
Alaska Chapter FSP
Time: 07:30 AM – 08:30 AM
  Summary: Richard Foley JD will discuss what happens after the death of the grantor.  
  Section(s): Estate Planning
 
Oct 07, 2014 Charitable Remainder Trusts (CRT): Back to the Future Sponsored Education Online
Free to All Attendees
  Speaker(s): Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
 
  Summary: Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society
 
Oct 15, 2014 Defined Benefit Plans: An Underutilized Planning Tool Audio/Web Conference
  Speaker(s): Mary Read, CPC, QPA  
  Summary: Defined benefit plans as tax-effective planning tools.  
Oct 24–
Oct 24, 2014
Elder Care Chapter:
Alaska Chapter FSP
Time: 07:30 AM – 08:30 AM
  Summary: Our speaker, Ilona Bessenyey, JD will discuss available care in Alaska and the cost for that care. She will also speak about Elder abuse and how prevalent it is today.  
  Section(s): Financial Planning
 
Oct 29, 2014 Building a Practice With a Focus on Income Distribution Sponsored Education Online
Free to Members
  Speaker(s): Zachary S. Parker, MBA, CFP  
  Summary: Building a retirement planning practice
Sponsored by Securities America.
 
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Nov 21–
Nov 21, 2014
VTC Investment Strategies Chapter:
Alaska Chapter FSP
Time: 07:30 AM – 08:30 AM
  Summary: The location of this presentation may change. This is a live presentation from National.  
  Section(s): Investment Management
 
Dec 03, 2014 TBD Audio/Web Conference
  Summary: Topic - Life Insurance in Pension Plans (details coming soon)  
Dec 04–
Dec 04, 2014
Holiday Social Chapter:
Alaska Chapter FSP
Time: 06:00 PM – 09:00 PM
Location: 1500 W 33rd Ave Ste 210
Anchorage Alaska
  Summary: The chapter will host a networking social at the offices of Strattonturner LLC.  
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 18, 2015 TBD Video Teleconference
  Summary: Topic TBD. 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 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 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
TBD 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 TBD. 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
 
19 Events Returned
Event Details

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