Online event

13th Annual Financial "Four"um

Online

The 13th Annual Financial “Four”um will be held virtually on Thursday, October 28 from 7:45 am – 4:30 pm followed by happy hour. 


Wait. Still Virtual? YES! One may choose to attend from anywhere in the world. All are welcome!

There will also be, in person, Watch Parties throughout the region.

Wait. Watch Parties? YES! And here’s how we see it happening.

An individual may choose to attend, live, in person, a watch party hosted by a partner in downtown Pittsburgh, or north, south, east or west of the city, aka the suburbs. These watch parties will be held in members’ conference rooms or offices. The Virtual presentations will be interactive with the watch parties via Q & A, chat, contests and feedback throughout the day and happy hour.

There will also be specific time in the schedule for virtual Partner tables so you may meet and chat with each partner to learn valuable information from our fantastic partners. 

Wait. Is there a cost? YES! Here is the how much:

FPA and EPC Members - $145*

*All FPA and NAEPC Members may attend at the Member rate regardless of Chapter Affiliation. We welcome our members from around the country.

Non members and guests - $175

Full-time College Students – no charge

Wait. Will there be CE? YES! Up to 7 CFP, CLE, PA Insurance and CPE are Pending.

Hang on and buckle up because it is going to be a lot of fun with CE thrown in!

View the speaker list & agenda

Topic
Estate Planning
General Financial Planning Principles
Investment Planning
Retirement Savings and Income Planning
Professional role
C-Suite
Lead Financial Planner
Tax Planner
Estate Planner
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career