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Schedule is subject to change.
JR

James Reardon

Proactive Capital Mgmt
Chief Investment Officer
Topeka, KS
Thursday, April 30
 

8:30am MDT

Best Practices for working with First Generation Professionals OnlineCharles Adi

9:30am MDT

Reverse Mortgage as Part of a Comprehensive Financial Plan OnlineStephen J Resch

10:45am MDT

Economic and Market Outlook OnlineBill Martin

1:10pm MDT

How Financial Therapy Can Aid in Your Financial Planning Practice OnlineMegan McCoy

2:10pm MDT

Estate Planning in 2020 – With Great Power Comes Great Responsibility OnlineAndrew Ellis

3:15pm MDT

Understanding Medicare and Your Options OnlineTodd Morrissey

4:10pm MDT

Behavioral Biases and a Multidisciplinary Approach to Mastering Purposeful Inquiry and Effective Client Engagement OnlineDerek R. Lawson