The events listed below are for the 2016 calendar year.
| Date | Location | Event | Details | |
|---|---|---|---|---|
| January | ||||
| 6 | Overland Park, KS | Private Event | *Future of Financial Planning and Industry Trends |
|
| 14 | Philadelphia, PA | Private Broker-Dealer Event | *Applying Behavioral Finance in your Financial Planning Practice |
|
| 18 | Las Vegas, NV | AICPA | *New Continuity Planning Rules for State-Registered Investment Advisers |
|
| 21 | Birmingham, AL | Private Event | *Applying Behavioral Finance in your Financial Planning Practice |
|
| 27 | Chicago, IL | IMCA | *CPWA Training on Retirement Planning |
|
| 28 | Webinar | Private Event | *Transition Planning for the New Social Security Rules |
|
| February | ||||
| 3 | Webinar | Private Event | *Future of Financial Planning in the Digital Age |
|
| March | ||||
| 10 | Jacksonville, FL | Private Event | *Understanding the Robo Advisor Landscape |
|
| 16 | Chicago, IL | IMCA | *CPWA Training on Retirement Planning |
|
| 17 | Minneapolis, MN | CFA Institute Wealth Management | *The Rise of the Machines: Financial Planning in the Digial Age |
|
| 24 | Webinar | Private Event | *Applying Behavioral Finance in your Financial Planning Practice |
|
| 28 | Webinar | Private Event | *Social Security Benefits Planning For Couples |
|
| April | ||||
| 6 | McLean, VA | Pershing | *Future of Financial Planning in the Digital Age |
|
| 7 | San Diego, CA | fi360 | *Understanding Longevity Annuities & Their Potential Role in Retirement |
|
| 18 | Orlando, FL | IMCA | *An In-Depth Look At Optimal Rebalancing Strategies |
|
| 21 | San Diego, CA | Shareholders Service Group | *Future of Financial Planning in the Digital Age |
|
| 28 | Webinar | Private Event | *Generating Tax Alpha with Effective Asset Location |
|
| May | ||||
| 3 | San Francisco, CA | Pershing | *Future of Financial Planning in the Digital Age |
|
| 4 | Wichita, KS | FPA Kansas | *Setting a Proper Asset Allocation Glidepath In Retirement |
|
| 5 | Overland Park, KS | Mokan Trust & Financial Services | *Estate Planning in 2016 & Beyond |
|
| 11 | Philadelphia, PA | FPA Philadelphia | *New World of Social Security |
|
| 17 | Minneapolis, MN | Private Broker-Dealer Event | *Future of Financial Advice in the Digital Age |
|
| 18 | Irving, TX | FPA Dallas / Fort Worth | *Life & Death Tax Planning for Annuitites |
|
| 20 | New Orleans, LA | FPA Greater New Orleans | *Future of Financial Planning in the Digital Age |
|
| 21 | Washington, DC | FPA National Capital Area | *Q&A Session |
|
| 24 | Webinar | Private Event | *Expanding the Framework of Safe Withdrawal Rates |
|
| 26 | Scottsdale, AZ | Private Event | *Interactive Financial Planning – From Your Office To Your Conference Room |
|
| 31 | San Francisco, CA | FPA NorCal | *Life & Death Tax Planning for Annuitites |
|
| June | ||||
| 2 | Harrisburg, PA | FPA Central Pennsylvania | *Understanding the DoL Fiduciary and the Best Interests Contract |
|
| 7 | Orlando, FL | Pershing | *Interactive Financial Planning – From Your Office To Your Conference Room |
|
| 8 | Chicago, IL | IMCA | *CPWA Training on Retirement Planning |
|
| 9 | Webinar | AXA | *Trusts as Beneficiaris of IRAs |
|
| 9 | Herndon, VA | FPA National Capital Area | *Applying Behavioral Finance In Your Financial Planning Practice |
|
| 10 | Richmond, VA | FPA Central Virginia/Richmond | *Generating Tax Alpha with Effective Asset Location |
|
| 13 | Webinar | Private Event | *Safe Withdrawal Rates: Mechanics, Uses & Caveats |
|
| 15 | Rochester, NY | Private Event | *Understanding the Robo-Advisor Landscape and What They Truly Threaten |
|
| 15 | Syracuse, NY | FPA Central New York | *Expanding the Framework of Safe Withdrawal Rates |
|
| 16 | Rochester, NY | FPA Rochester | *Future of Financial Planning in the Digital Age |
|
| 21 | Brooklyn Center, MN | MNCPA | *Strategies For Managing Sequence Of Return Risk In Retirement |
|
| 22 | Austin, TX | BAM Alliance | *Understanding the Robo-Advisor Landscape and What They Truly Threaten |
|
| 23 | Boca Raton, FL | Ameriprise | *Expanding the Framework of Safe Withdrawal Rates |
|
| 28 | Boston, MA | Ameriprise | *Expanding the Framework of Safe Withdrawal Rates |
|
| 29 | Webinar | AICPA | *Trusts as Beneficiaris of IRAs” |
|
| July | ||||
| 19 | Minneapolis, MN | FPA Minnesota | *Understanding the Robo-Advisor Landscape and What They Truly Threaten |
|
| 21 | Webinar | Private Event | *Future of Financial Planning in the Digital Age |
|
| 21 | Webinar | Private Event | *Understanding DoL Fiduciary and the Best Interests Contract |
|
| 26 | Austin, TX | MetLife | *New World of Social Security |
|
| 28 | San Francisco, CA | Ameriprise | *Expanding the Framework of Safe Withdrawal Rates |
|
| August | ||||
| 17 | Webinar | AICPA | *Trends & Developments in Long-Term Care Insurance |
|
| 25 | Webinar | Private Event | *Setting a Proper Asset Allocation Glidepath In Retirement |
|
| 29 | Webinar | Private Event | *Understanding the Robo-Advisor Landscape and What They Truly Threaten |
|
| September | ||||
| 9 | Indianapolis, IN | FPA Greater Indiana | *Strategies For Managing Sequence Of Return Risk In Retirement |
|
| 15 | Baltimore, MD | FPA National | *Future of Financial Planning in the Digital Age |
|
| 21 | San Diego, CA | FPA San Diego | *Understanding Longevity Annuities and their Potential Role in Retirement Income |
|
| 22 | San Diego, CA | FinCon | *What I Track To Measure Blogging & Social Media “Success” |
|
| 22 | Chicago, IL | IMCA | *CPWA Training on Retirement Planning |
|
| 27 | Portland, ME | Society of Financial Service Professionals | *Future of Financial Planning in the Digital Age |
|
| 29 | Chicago, IL | IMCA | *Strategies For Managing Sequence Of Return Risk In Retirement |
|
| October | ||||
| 6 | St. Louis, MO | FPA St. Louis | *Understanding DoL Fiduciary and the Best Interests Contract |
|
| 10 | Reston, VA | NAPFA Mix III Study Group | *Ask Me Anything – Q&A Session |
|
| 11 | Columbus, OH | FPA Central Ohio | *Understanding DoL Fiduciary and the Best Interests Contract |
|
| 12 | Des Moines, IA | FPA Iowa | *Understanding DoL Fiduciary and the Best Interests Contract |
|
| 15 | Arlington, VA | NAPFA National | *An In-Depth Look At Optimal Rebalancing Strategies |
|
| 19 | Novi, MI | FPA Michigan | *Cutting Edge Tax Planning Developments & Opportunities |
|
| 20 | Spokane, WA | FPA Spokane | *Safe Withdrawal Rates: Mechanics, Uses & Caveats |
|
| 21 | Las Vegas, NV | AXA | *Applying Behavioral Finance In Your Financial Planning Practice |
|
| 22 | St. Louis, MO | BAM Alliance | *Trusts as Beneficiaries of IRAs |
|
| 25 | Towson, MD | MACPA | *Future of Financial Planning in the Digital Age |
|
| 26 | Denver, CO | IMCA | *CPWA Training on Retirement Planning |
|
| 27 | Webinar | Private Event | *Life & Death Tax Planning for Annuitites |
|
| November | ||||
| 3 | Denver, CO | LPL | TBD |
|
| 3 | Denver, CO | Trust Company of America | TBD |
|
| 4 | Gurnee, IL | FPA Illinois | *An In-Depth Look At Optimal Rebalancing Strategies |
|
| 7 | Malvern, PA | PICPA | TBD |
|
| 8 | San Francisco, CA | FPA San Francisco | *Strategies For Managing Sequence Of Return Risk In Retirement |
|
| 15 | Webinar | Private Event | *Strategies For Managing Sequence Of Return Risk In Retirement |
|
| 16 | Orange County, CA | FPA Orange County | *Strategies For Managing Sequence Of Return Risk In Retirement |
|
| 28 | Webinar | Private Event | TBD |
|
| December | ||||
| 5 | Toronto, Canada | BMO Wealth Management | *Future of Financial Planning in the Digital Age |
|
| 7 | Webinar | Private Event | *New Succession Planning Rules: What Do They Mean For You |
|
