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April 2020

Women in Finance – Yoga and Wine

April 16 @ 5:30 pm - 7:30 pm
Strat Wealth, 8170 Maple Lawn Boulevard, Suite 100
Fulton, MD 20759
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The Yoga and Wine event has been cancelled due to the Covid-19 pandemic. We will let you know when and if it is rescheduled.   Our Women in Finance group…

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The CARES Act and Its Effect on the Retirement Plan Landscape

April 20 @ 10:00 am - 11:00 am

What do you need to know about the CARES Act and how it will affect retirement planning? Please join our partner Chris Schutz, Regional VP for Retirement Plans with Transamerica…

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Investing During a Pandemic – Conference Call with Brighthouse Financial

April 24 @ 8:00 am - 5:00 pm

Thank you to Jill Van Tine with Brighthouse Financial for this invitation. Join Us for a Conference Call Investing During a Pandemic: An Analysis of Everything Affecting Today's Capital Markets…

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May 2020

Webinar: Total Cost of ETF Ownership – Remember to Look Under the Hood

May 19 @ 10:00 am - 11:00 am

Sean Walker, VP and ETF Specialist with American Century Investments will lead us through the explicit costs, implicit costs and opportunity costs of exchange traded funds. Thank you to our…

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Is It Really Safe to Come Back? Expert Advice in the World of COVID-19

May 28 @ 11:30 am - 12:30 pm

Are you re-opening your workplace to staff and clients? You have many questions about how to open safely and where to find resources to help your business and your clients.…

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June 2020

NexGen Webinar – Raising Financially Aware Children

June 2 @ 2:00 pm - 3:00 pm

Key Takeaways Parents and Grandparents Want for Their Children Understanding the difference between “needs” and “wants” and values around money Establishing saving and investing habits at every age Knowing the…

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Virtual Happy Hour and Conversation – Marketing in Today’s Business Environment

June 4 @ 5:00 pm - 6:30 pm

ABOUT THE SERIES: This is the first in what FPA is aiming to create as a series of events where you can tap into the knowledge of experts in a…

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CFP® Ethics Webinar

June 18 @ 9:00 am - 11:00 am

In past years, we've offered CFP® Ethics at our Spring Symposium. To keep with tradition while adapting to the "new world" of 2020, we're offering CFP® Ethics via webinar. The…

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July 2020

First Eagle Webcast – Gold’s Strategic Relevance in Today’s Market

July 16 @ 3:00 pm - 4:00 pm

  Gold’s Strategic Relevance in Today's Market First Eagle Webcast featuring Max Belmont | Senior Research Analyst Date: July 16th, 2020 Time: 3:00 PM EDT Add to calendar Please join us…

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Happy Hour and Conversation: Blueprinting Your Business

July 16 @ 5:00 pm - 7:30 pm
Zoom Meeting

This is our second Happy Hour in a series of business strategy-focused events where FPA members can tap into the knowledge of experts in a relaxed, collaborative, virtual setting. This…

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