Skip to content

All Events

All
Events
Webinars
Podcasts
All Events Webinars Podcasts
Upcoming Previous
Understanding the FTC’s New Ruling: Implications for Wealth Management Advisors

Understanding the FTC’s New Ruling: Implications for Wealth Management Advisors

Webinar

James Fisher, JD - VP of Mergers and Acquisitions at FP Transitions

Matthew A. Swendiman, JD, CFA - Chief Executive Officer at Key Bridge Compliance

Geoff Schiveley, JD - VP of Legal at FP Transitions

Stuart Smith, JD - Senior Consultant at FP Transitions

Access Now
LinkedIn Share X Share Instagram
The Building Blocks for Sustainability - Roundtable

The Building Blocks for Sustainability - Roundtable

Webinar

Scott Leak, CFP®, CEPA® - Director of Business Development & Senior Consultant

Eric Godes - SVP, Senior Consultant

Siena Halpin - Senior Analyst

LinkedIn Share X Share Instagram
FPA New England

June 5, 2024

FPA New England

Event

Kem Taylor, CBEC®

Our esteemed colleague, Kem Taylor, CBEC®, will be delivering a presentation on Succession Planning for advisors at FPA New England. This chapter is dedicated to promoting the importance of financial planning and advancing the profession throughout New England. 

LinkedIn Share X Share Instagram
11 12 13

Join Our Email List

Get more #FPInsights delivered straight to your inbox.