FPA of Illinois Partners and many of our past presenters provided resources for you! Presentation slide decks and more!

 

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Conference for Advanced Planning 2020 Event Platform

You must have attended CAP 2020 to access this exclusive content - will be available until September 2021
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Morningstar Series

Morningstar Series Session Information - Tuesday, January 26, 2021

Morningstar 2021 US Stock Market Outlook. Q&A begins at 44 minutes.
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2020 Year-End Post Election Tax Planning - December 15, 2020

Year-end planning for Americans will be more challenging than ever in 2020, as we are forced to make financial decisions based on events that will not happen until 2021.
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The Evolution of Vanguard Advisor's Alpha - February 9, 2021

The Vanguard Advisor’s Alpha concept outlines how advisors can reframe their value proposition by prioritizing client-centric, relationship-oriented services, rather than solely portfolio management.
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