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2021 FPA Spring Financial Forum - March 10 & 11
Wednesday, March 10, 2021, 9:00 AM to Thursday, March 11, 2021, 2:15 PM PST
Category: Events
2021 FPA Virtual Spring Financial ForumWednesday, March 10 – Thursday, March 118:30 am – 2:30 pm each dayAn exceptional two-day continuing education (CE) virtual conference for financial planning professionals | Six high-quality presentations from a stellar line-up of speakers!
REGISTER TODAY FOR THE 2021 SPRING FINANCIAL FORUM!SUPPORT THE 2021 FPA SPRING FINANCIAL FORUM
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"Five Industry Trends Reshaping Financial Advice"
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"Real Financial Planning: Defenders vs. Guides"
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"Breaking Rules to Build Stronger Retirement Plans"
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Registration includes both value packed days!
Special Needs: If you have any requirement that necessitates advanced planning (ie: related to attending a virtual program and/or accessing), please notify FPA upon registration. Please be aware that FPA may not be able to accommodate some requests received after registration. All requests must be made at least two weeks prior to the program.
8:30 – 9:00 am Virtual Networking: Coffee with Colleagues | Visit Exhibit Hall | Announcements
9:00 – 9:05 am Welcome & Opening Remarks
9:05 – 9:15 am Sponsor Recognition & Introductions
9:15 – 10:45 am Opening Keynote: Behavior Gap
Presented by Carl Richards, CFP®, Creator of the Sketch Guy column & Behavior Gap
10:45 – 11:00 am Break & Visit with Exhibitors
11:00 am – 12:00 pm Keynote: Oregon Economic Forecast
Presented by John Mitchell, Oregon Economist
2:00 – 1:00 pm Visit with Exhibitors & Lunch/Catch up on Emails Break
1:00 – 2:00 pm Closing Keynote: Wealth Planning
Presented by Katherine Roy, Managing Director, Chief Management Strategist & Head of Individual Retirement, J.P. Morgan Asset Management
2:00 – 2:15 pm Day 1 Closing Remarks | Sponsor Raffles
8:30 – 9:00 am Virtual Networking: Coffee with Attendees & Sponsors | Visit Exhibit Hall
9:00 – 9:05 am Welcome & Opening Remarks; Review of Schedule
9:05 – 9:15 am Sponsor Recognition & Introductions
9:15 – 10:15 am Opening Keynote
10:15 – 10:30 am Break & Networking with Exhibitors
10:30 – 11:30 am Keynote: Oregon-specific Financial Planning
11:30 am – 12:30 pm Networking with Exhibitors & Lunch/Catch up on Emails Break
12:30 – 2:00 pm Closing Keynote: Five Industry Trends Reshaping Financial Advice
Presented by Michael E. Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
2:00 pm Final Closing Remarks | Sponsor Raffles
2:00 pm Networking Social Reception & Games (optional)
*Draft schedule as of 1.14.2021 – subject to change
Contact: Amoreena Burke via email at [email protected]