FPAOC May Quarterly Education Meeting

Welcome to the May 2022 Quarterly Education Meeting! You can click here to access our survey where you can submit for CE credit: https://www.surveymonkey.com/r/ZNDVR3T Join event

About

Welcome to the May 2022 Quarterly Education Meeting! You can click here to access our survey where you can submit for CE credit: https://www.surveymonkey.com/r/ZNDVR3T


1
Day
9
Speakers
11
Sessions

FPAOC May Quarterly Education Meeting

Speakers

Travis McShane
Travis McShane
President FPAOC President, Eclectic Associates
Jacqueline Zweig
Jacqueline Zweig
Zweig & Associates
Ruth Raftery
Ruth Raftery
APEG
Jeffrey Hoenle
Jeffrey Hoenle
APEG
Kansas State PHDs
Kansas State PHDs
Kansas State University
Kevin Henss
Kevin Henss
Strivent Financial
Scot Shier
Scot Shier
QF Corp.
Craig Israelsen, PhD
Craig Israelsen, PhD
7Twelve Portfolio®
Phil Huber
Phil Huber
Chief Investment Officer Savant Wealth

Agenda

8:00 AM - 9:00 AM

Registration/Networking/Continental Breakfast

Main Stage

9:00 AM - 9:05 AM

Welcome, Opening & Pledge of Allegiance

Main Stage

Jacqueline Zweig

9:05 AM - 9:10 AM

President's Message

Main Stage

Travis McShane

9:10 AM - 10:03 AM

Advanced Beneficiary Planning

Main Stage

10:03 AM - 10:18 AM

Partner Roundtable

Main Stage

10:18 AM - 10:28 AM

Break

10:28 AM - 12:13 PM

Survey of Research in Client Well Being

Main Stage

Kansas State PHDs

12:13 PM - 1:13 PM

Lunch

1:13 PM - 1:23 PM

Chapter Announcements

Main Stage

Kevin Henss

1:23 PM - 1:33 PM

Gold Sponsor Feature

Main Stage

Scot Shier

1:33 PM - 2:30 PM

Variables That Matter In Retirement Portfolio Survival

Main Stage

Craig Israelsen, PhD

2:30 PM - 2:40 PM

Break

2:40 PM - 3:33 PM

Boosting Your Practice- The Anatomy, Math & Process of Business Success Planning

Main Stage

Phil Huber

3:33 PM - 4:00 PM

Raffles and Closing Remarks

Main Stage

4:00 PM - 5:00 PM

Join us at Zov's Bistro

Partners

CNL Securities
CNL Securities
Producers Choice Network
Producers Choice Network
Vanguard
Vanguard
Cantor Fitzgerald
Cantor Fitzgerald
Eclectic Associates
Eclectic Associates
Prudential
Prudential
UCI Continuing Education
UCI Continuing Education
Wilshire Finance Partners
Wilshire Finance Partners
Fairbridge Asset Managemet
Fairbridge Asset Managemet
DPL
DPL
HInes
HInes
T Rowe Price
T Rowe Price
Harbor
Harbor
Nationwide
Nationwide
Great American
Great American
High Tech Lending
High Tech Lending
Northern Trust Asset Management
Northern Trust Asset Management
Lord Abbett
Lord Abbett

Contact information