Virtual Forum Schedule

REGISTER

Wednesday - June 9th

3:00pm - 3:10pm Opening Remarks
3:10pm - 5:10pm CFP Ethics: The New Code of Ethics and Standards of Conduct (2 CFP CE / 2 Insurance CE) Melissa Kemp

 

 

5:10pm - 6:00pm Barboursville Vineyard Virtual Happy Hour sponsored by Federated Hermes

Thursday - June 10th 

9:00am - 9:10am Opening Remarks
9:10am - 10:00am Special Needs Planning: Opportunity, Scope, and Challenges (1 CFP CE) Deana Healy 
10:00am - 10:10am Break
10:10am - 11:40am Be the Best Advisor in Your Client's Worst Times (1.5 CFP CE) Amy Florian
11:50am - 12:30pm Lunch
12:30pm - 1:20pm Generating Income and Navigating Bond Market Volatility in a Post Covid World (1 CFP CE) Kris Moreton
1:20pm - 1:30pm Break
1:30pm - 2:20pm Economic & Market Outlook: It All Depends On Your Time Horizon (1 CFP CE) Linda Duessel
2:20pm - 2:40pm Break
2:40pm - 3:30pm Real Estate Market Outlook (1 CFP CE) Glenn R. Mueller, PhD
3:30pm - 3:40pm Break
3:40pm - 4:30pm Financial Planning for Adoptive Families (1 CFP CE) Trudy Turner

Friday - June 11th

8:00am - 8:10am Opening Remarks
8:10am - 9:00am Women & Wealth (1 CFP CE) Kamila Elliott
9:00am - 9:10am Break
9:10am - 10:00am How the SECURE Act Changes Retirement (and Other) Planning (1 CFP CE) Jeffrey Levine
10:00am - 10:10am Break
10:10am - 11:40am The Biden Tax Plan: Proposed Changes and Planning Opportunities (1.5 CFP CE) Jeffrey Levine
11:40am - 12:30pm Lunch
12:30pm - 1:20pm Tuition Track Portfolio (1 CFP CE) Mary Morris
1:20pm - 1:40pm Break
1:40pm - 2:30pm Using Behavioral Finance to Grow and Protect Your Practice (1 CFP CE) Jeff Hybiak
2:30pm -2:40pm Break
2:40pm - 3:30pm Advance Planning - Medicare & More (1 CFP CE / 1 Insurance CE) Bryan Gay

 

PRINTABLE SCHEDULE