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Community Forum for FPA NCA Chapter!
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Community Forum for FPA NCA Chapter!

Register for this Community Forum! Presented by American Funds - Post Election Wrap-Up! and Fairway Mortgage - Reverse Mortgage Guide!

 Export to Your Calendar 11/12/2020
When: 11/12/2020
11:00 am
Where: Map this event »
Community Forum - by American Funds for Presentation 1, and by Fairway Mortgage for Presentation 2
United States
Contact: Peggy Nelson
703-620-1712


Online registration is available until: 11/12/2020
« Go to Upcoming Event List  

PLEASE NOTE: THE FIREFOX BROWSER WORKS MUCH BETTER FOR REGISTRATIONS. INTERNET EXPLORER WILL OFTEN CAUSE PROBLEMS OR FAILURE DURING REGISTRATION. PLEASE TRY TO USE FIREFOX OR ANOTHER BROWSER WHEN REGISTERING. SORRY FOR THIS INCONVENIENCE.

 

Please join us for our Community Forum!

A time to ask questions, look for familiar faces, and get support from your FPA NCA chapter community!

Please RSVP for ZOOM call to ensure proper lines enabled!

Join us for a few minutes of informal time to talk and have community support!

 

Presentation 1 Topic for this session will be "Post Election Wrap-Up" presented by American Funds

Speaker - Clarke Camper - Approved for 1 CIMA CE - CFP CE Pending!

Election Watch:

What are the implications for investors from the pivotal U.S. election? What are the scenarios that advisors need to understand may happen as a result? Which regulations and policies may change and impact financial professionals and investors? What lessons have we learned from previous election cycles that can guide investors through this cycle?

We identify specific strategies for preparing portfolios for post-election. We also offer guidance for how advisors can work with clients to reassure them through this election cycle and keep them focused on their long-term plans. Join Clarke Camper, government relations director, as he details the issues that will shape the post-election landscape.

Learning Objectives:

  • Understand the themes shaping this election cycle
  • Identify which outcomes are likely to affect financial professionals and investors
  • Identify specific regulations and tax changes that investors need to watch out for
  • Understand the historical context of previous election cycles and what we can learn for this cycle
  • Learn to apply these strategies to clients on an individualized basis

 

Presentaiton 2 Topic for the session will be "Reverse Mortgage Guide" presented by Fairway Mortgage

Details for this Program Announced Soon!

 

Bring your own lunch, your tips and your questions! Please come join us and share your ideas on this topic!

 

 Zoom call information distributed once registered and closer to the event!

There is no charge for this session!

 

 

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