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FPA National Capital Area Program Handouts Information

Program Information for the October 1 Virtual Community Forum - October 1, 2020 - Zoom link provided to REGISTERED ATTENDEES!

If you do NOT REGISTER for the October 1 Program, NO CE WILL BE AWARDED.

Program Schedule for the Event

Instructions for Handouts and CE Reporting

Ken Jett Bio

Program Handouts

Certificates of Attendance for Program

CE Form - Required for CE Reporting

2020 Sponsor Contact Info

September 2020 Newsletter

 

 

 

Program Information for the September 24 Virtual Community Forum - September 24, 2020 - Zoom link provided to REGISTERED ATTENDEES!

If you do NOT REGISTER for the September 24 Program, NO CE WILL BE AWARDED.

Program Schedule for the Event

Instructions for Handouts and CE Reporting

Sonya Morris Bio

Program Handouts:

Handout 1

Handout 2

Handout 3

Certificates of Attendance for Program

CE Form - Required for CE Reporting

2020 Sponsor Contact Info

September 2020 Newsletter

 

 

Program Information for the September 17 Virtual Member Program - September 17, 2020 - Zoom Link Provided to REGISTERED ATTENDEES!

If you do NOT REGISTER for the September 17 Program, NO CE WILL BE AWARDED.

Program Schedule for the Event

Instructions for Handouts and CE Reporting

Lisa Kueng Bio

The Living Zoom Fact Card

Ben Lewis Introduction 

Making Your Pitch Handouts

Certificates of Attendance for Program

CE Form - Required for CE Reporting

2020 Sponsor Contact Info

September 2020 Newsletter

 

 

 

 

Program Information for the July Virtual Symposium, July 7, 9, 14 and 16, 2020 - Zoom Link Provided to REGISTERED ATTENDEES!

If you do NOT Register for the Symposium and/or Ethics - NO CE will be awarded!

Printable Speaker Program Schedule for the Day

Speaker and Sponsor Program Schedule for the Day

Instructions for Handouts and CE Reporting

Speaker Bios and Topics

Sponsor Handouts

Joe Richardson - Traditional Compared to Investment-Only Variable Annuity Handouts

Gary Altman - Estate Planning Post Covid, and the 2020 Election Handouts

Michael Townsend - Current Economic & Regulatory Outlook Handouts

Rita Cheng - Ethics Course Handouts

Eddy Vataru - Post COVID Playbook Handouts

Susan Kay - Achieving Meaningful Growth: Engaging Our Clients Handouts

MFS - Additional Resources and Information from the Presentation

Lisa Crafford - Empowering Your NexGen Handouts

Jeffrey Brooks - Wealth Planning Across Life Stages Handouts

Certificates of Attendance

2020 Sponsor Contact Info

Virginia Insurance Statement for Ethics CE

Sponsor Handouts