Chapter events

FPAMN Virtual K’Nex
June 3

ZOOM Please register via Cvent
12:00 - 1:00 pm
Presenter: Marcus Urlaub

SECURE ACT – Practical Financial and Estate Planning Strategies
Marcus will explain how financial planners can guide their clients through the challenges and opportunities presented by the SECURE Act, recently signed into law, to help clients coordinate their financial and estate plans. He will consider how the Act’s 10-year rule affects trusts and individual beneficiaries; how to plan for young beneficiaries, spendthrift beneficiaries, divorces, and creditors; what strategic adjustments to make in qualified plan beneficiary designations for income tax planning, and what life insurance and charitable planning strategies may be beneficial.

RSVP by Tuesday, June 2, 2020

Chapter events

Virtual Chapter meeting
June 16

ZOOM Please register via Cvent
7:30 - 10:00 am
Presenter: Caleb Brown, MBA, CFP®

Recruiting and Managing Talent for Your Firm in a Post COVID-19 World
Recruiting and hiring for your firm can be a challenging and time-consuming process but is does not have to be! Caleb Brown, nationally known expert and Co-Founder & CEO of New Planner Recruiting, shares what he has learned over 10 years of recruiting financial planning talent for firms across the country and how the recent pandemic will impact hiring for years to come. Attendees will gain his insights into understanding the next generation of financial services professionals, crafting a unique position description so you will stand out, where to source candidates to build a pipeline, how to effectively screen candidates to ensure they are a good fit for your firm, compensation data and best practices, successfully integrating a new hire into your firm, and strategies for retaining them.

RSVP by June 15, 2020