Event Details:
10:30 AM - 11:00 AM: Doors open - check in + networking - come early to network with your FPA colleagues
11:00 AM - 11:10 AM: Welcome! Join us for the latest FPA updates & announcements
11:10 AM - 12:00 PM: Beyond Investments: Comprehensive Tax-Integrated Financial Planning - Travis Gatzemeier, CFP® | Kinetix Financial Planning
12:00 PM - 12:30 PM: Lunch & Networking
12:30 PM - 1:20 PM: Asset-Backed Finance: Private Credit’s Next Frontier - Jennifer Marques | Oaktree Capital