ALASKA CHAPTER

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Date Event Title Event Type
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Nov 19–
Nov 19, 2014
VTC Investment Strategies Chapter:
Alaska Chapter FSP
Time: 09:00 AM – 11:00 AM
  Speaker(s): National Panel  
  Summary: This presentation will be at the NYLIC offices on Northern Lights Blvd.  
  Section(s): Investment Management
 
Dec 03, 2014 Enhanced Plan Benefits Audio/Web Conference
  Speaker(s): Mary Read CPC, QPA  
  Summary: The benefits of life insurance in qualified retirement plans.  
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.  
Dec 10, 2014 Practical Applications of "Life Insurance as an Asset Class" Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian
 
Jan 14, 2015 TBD Sponsored Education Online
Free to Members
  Summary: 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 TBD Sponsored Education Online
Free to Members
  Summary: Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by TomHegna.com. Details coming soon.
 
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 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
 
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
18 Events Returned
Event Details

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