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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Lunch/Brunch Conversations

About Lunch/Brunch Conversations

Lunch/Brunch Conversations are free (normal phone charges apply) Members Only events.

A Lunch/Brunch Conversation is an open discussion among participants and a main speaker; it is not a formal presentation. FSP members who would like to participate in the event register to either "Talk & Listen" or to "Listen Only."

If you register to "talk and listen"… you can voice an opinion about the topic in discussion, ask a question, offer an observation, or just listen. Your active participation in the call is a way to tailor the event to your needs, and we encourage you to join in freely.

If you register to "listen only"…you will not be able to enter the conversation but only listen to what others are saying.

Lunch/Brunch Conversations are scheduled whenever issues arise that impact practitioners and their clients. Each one lasts approximately 45 minutes, from (typically) 1:00-1:45 pm Eastern Time and focuses on a specific Professional Interest Section.

When you register, you will receive an email with the phone number to call and an access code that allows you to participate in the event.

Schedule

Working with Older Professionals/Clients

FSP Members only - Register Online

Wednesday, 7/9/14 - 1:00 p.m. ET

Joshua S. Lipson of Karr Barth Associates and Brian Kuhn, CFP, CLU, CLTC of PSG Planning, will discuss: Working with mentors; How to handle taking a veteran along on a call; and How a young professional can overcome the skepticism of an older client.

Joshua S. Lipson is a Financial Professional with Karr Barth Associates, Inc. in Philadelphia, PA. He is recognized as one of the Society's Top 40 Leaders Under 40. Lipson works with owners of closely held and family-owned businesses to create and separate wealth from the business, to minimize taxes, and to help create personal and family wealth. He also works with baby boomers to accumulate, manage, and distribute wealth in a tax efficient manner. Lipson provides his clients the leadership, relationship, and creativity they need in order to pursue their financial goals with confidence. He can be reached at joshua.lipson@axa-advisors.com.

Brian Kuhn, CFP, CLU, CLTC, is the manager of PSG Clarity, a division Planning Solutions Group. With 13 years in the financial planning field, Kuhn focuses his practice in the areas of retirement planning, investments, and insurance protection, with a special interest in assisting public sector employees. He is the author of "Total Compensation: A Practical Guide to Federal Employee Benefits," and has contributed articles to www.MarylandBankingBlog.com, and www.Fedsmith.com. Kuhn is available at BKuhn@PSGclarity.com.

FSP Members only - Register Online