SHARE THE WEALTH GROWING YOUR PRACTICE WITH FPA OF MIDDLE TENNESSEE

VIRTUAL FINANCIAL PLANNING SYMPOSIUM Tuesday, October 27 3 pm - 5:30 pm & Wednesday, October 28 3 pm - 5:30 pm Live presentations by and Q&As with our guest speakers

Tuesday, October 27 Session #1 2020 Year-End Planning Strategies 1.0 CFP (R) CE presented by Tim Steffen, CPA/PFS, CFP (R), CPWA Advisor Education Senior Consultant Click here to read Tim's bio PIMCO Click here to visit Pimco's website   Tuesday, October 27 Session #2 Working With A Corporate Trustee 1.0 CFP (R) CE presented by Michelle Diamond Chief Development Officer & Executive Director of Regional Markets Click here to read Michelle's bio Cumberland Trust Click here to visit Cumberland Trust's website

Wednesday, October 28 Session #1 10 Truths No Matter Who Wins the 2020 Presidential Election 1.0 CFP (R) CE presented by Cam Cowden, CIMA (R), CRPC (R) Vice President Senior Advisor/Consultant- Tennessee/E. Arkansas Click here to read Cam's bio Invesco Click here to visit Invesco's website

Wednesday, October 28 Keynote How We Built an RIA that works 100% Remote presented by Blair duQuesnay, CFA, CFP (R) Investment Advisor Representative Click here to read Blair's bio Ritholtz Wealth Management  Click here to visit Ritholtz's website

THANK YOU TO OUR 2020 CORPORATE PARTNERS

Platinum

Gold

‌

SILVER

‌

Click here to register for the Symposium