Future Meetings

UIW Diversitas Financial Symposium

October 27, 2020
11:00 AM - 2:00 PM

Webinar

78201
Venue website

Expanding Diversity in Wealth Management

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NCF Joint meeting with Rachael Watson-Gift Planning Attorney

October 29, 2020
11:30 AM - 1:00 PM

Zoom Virtual Meeting/Event

San Antonio, TX 78201
Venue website

Advanced Charitable Planning Tools / CFP & CLE CE Available

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FPA Board of Standards CE Ethics Class with Melissa Kemp

November 09, 2020
11:30 AM - 1:45 PM

Zoom Virtual Meeting/Event

EARN YOUR 2 HOURS OF ETHICS!

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NOVEMBER'S JOURNAL OF FINANCIAL PLANNING REVIEW & SOCIAL

November 18, 2020
4:30 PM - 6:00 PM

Zoom Virtual Meeting/Event

78201
Venue website

Join us for a discussion of the November edition of the Journal of Financial Planning and earn 1 hour of CE

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