2020 Events

October 8, 2020 9-10 am

Webinar: Authentically Connecting with Women Investors

Powered by T. Rowe Price

1 CFP CE. Women now control more personal wealth in the U.S. than men, and their wealth and influence continue to grow. This program offers insights and tools to help you understand the varying needs of women. Register Here for the webinar

October 22, 2020 Save the date for CFP Ethics with Bonnie Kirchner, CFP(r), MST

November 12, 2020 Save the date for virtual meeting