FALL RETREAT EDUCATION SESSIONS WILL NOW BE VIRTUAL!!!!
Please click the link below to join the webinar:
https://financialplanningassociation-org.zoom.us/j/91055567956?pwd=TFd2VUFwdzhIdE56SVVDcjVJYUExUT09
Passcode: 126439
PLEASE READ CAREFULLY
Due to lower than expected attendance for the in-person Fall Retreat/Ethics event, we need to conduct the Education portion of the program virtually. Everyone who has previously registered will receive a full refund and will then have to re-register at the new, lower price for both the education and/or golf through the link below.
Education Only:(Includes 3 CFP® CE Credits (including 2 Ethics)
Members: $40
Non-Members: $75
Golf Only:
Members: $120
Non-Members: $175
Golf & Education:
Members: $160
Non-Members: $250
We will still be holding the golf outing after the education sessions as scheduled, but it will be with tee times beginning at 1:00 p.m., every 5 minutes to accommodate as many golfers as want to play. Golfers are invited to come to the Club for lunch before teeing off at their appointed times. This will simply be an afternoon on the golf course (no prizes or reception following golf).
This year's Retreat will feature a morning keynote/general session - Fixed Income: Macro, Markets, Actionable Ideas and Portfolio Construction with Bryan Favilla from Capital Group/American Funds followed by Ethics with Brett Danko, CFP® (back by popular demand!).
Don't need any CE's?? Why not join us for an afternoon of golf with your FPA colleagues and friends, some of whom you have not been with in-person for a very long time! Invite clients or friends and come out and have a relaxing afternoon on a beautiful private golf course at a reasonable price.
AGENDA
8:30-8:45 a.m. - Chapter President/Remarks/Welcome
8:45-9:45 a.m. - General CE Session - Fixed Income: Macro, Markets, Actionable Ideas and Portfolio Construction - Bryan Favilla, Capital Group/American Funds
9:45-10:00 a.m. - Break
10:00 a.m.-Noon - Ethics - Brett Danko, CFP®
12:00-1:00 p.m. - Lunch in Club Restaurant for Golfers
1:00 p.m. Tee Times Start
Bryan Favilla, MBA
8:45-9:45 a.m. - Morning Keynote/General Session Fixed Income: Macro, Markets, Actionable Ideas and Portfolio Construction presented by Bryan Favilla, Director of Fixed Income Markets at Capital Group, home of American Funds.
(One hour CFP® CE Approved & One hour of PA Ins. CE Credit pending approval)
Brett Danko, CFP ®
10:00 a.m.-12:00 p.m. - Ethics - Brett Danko, CFP®
This 2 hour program satisfies the CFP® Board requirements for mandatory Ethics CE. Following successful completion of the program Brett Danko will report your course completion information to the CFP® Board. (Two hours of PA Insurance CE Credit pending approval)
Please click on the button below to register or re-register!