FPA Webinars Month at a Glance



Journal in the Round: Marketing Fails to Learn From

July 25  |  2 – 3 pm ET  |  Free to Members

Join our panel of marketing experts featured in the July issue of the Journal of Financial Planning as they share common marketing fails that financial planners can make.

While focusing on other people’s mistakes, the panel will discuss lessons learned and how they can be positively transformed into successful marketing strategies. The discussion will include a lively audience Q and A, and will be moderated by an FPA volunteer.

Medicare Rights Center for Financial Planners

10-Part Course  |  Up to 15 CFP CE Credits Available

Help clients navigate the complex Medicare maze to protect their income, assets and long-term financial stability. Topics include: health insurance terms, Medicare program overview, options for coverage, enrollment periods, dissection of Medicare Parts A, B, and D, Medigaps, Medicare Advantage Plans, and Medicare Late Enrollment Penalties.

 

August Webinars and Podcasts

 

How to Avoid Falling Victim to a Cyberattack

August 1 |  2 – 3 pm ET  |  Free to Members  |  1 CFP CE Credit

 

Practicing Ethics – Applying CFP Board Standards

August 8 |  2 – 4 pm ET  |  2 CFP CE Credits

 

How to Serve Clients in the Military

August 15 |  2 – 3 pm ET  |  Free to Members  |  1 CFP CE Credit

 

Journal in the Round: Voices of the Profession on SEC’s Proposed Rules

August 29 |  2 – 3 pm ET  |  Free to Members  |  1 CFP CE Credit

 

You’re a Financial Planner; Now What?

Weekly Podcast by Hannah Moore, CFP® | Subscribe to #YAFPNW on iTunes, Stitcher or Other Podcast Players

 

 

FPA Business Resource Center

 

 

Black Diamond Presents: Where Advisors and Investors Connect

July 26  |  12:30 pm ET  |  Free to Members

 

Advicent Presents: How to Increase Your Revenue and Simplify Your Process

August 2  |  2 pm ET  |  Free to Members

 

FPA Coaches Corner Spotlight: Importance of Active Networking

August 9  |  4 pm ET  |  Free to Members

 

FPA Coaches Corner Spotlight: The Financial Planner’s Mindset

August 28  |  4:30 pm ET  |  Free to Members

 

Advizr Presents: Engage, Plan and Grow with Advizr

August 30  |  2 pm ET  |  Free to Members

 

FPA Coaches Corner Spotlight: Three Most Common Cyber Threats and How to Deal with Them

August 30  |  4 pm ET  |  Free to Members