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Please join us for lunch and two educational presentations.
Social Security presented by our partner Transamerica
Identifying Characteristics of Highly Active Strategies presented by our partner, Touchstone Investments
CFP® Board, MD and PA Insurance CE approval is pending.
There is no charge for chapter members to attend this meeting.
Registration and lunch will begin at 11:30 a.m.
Presentations will begin at 12:00 p.m.
Please click here to view the invitation and to register.
Our Women in Finance group is having a yoga and wine night! We call it Detox and Retox.
Please join us for yoga (all levels) at 5:00 p.m. followed by a reception with beverages and light snacks at 6:00 p.m.
You do not need to be a member of the chapter to attend. Please pass this along to women that you know you are in the financial services industry.
Please click here to register.
Find out more »
The NexGen group invites you to Barcocina in Fells Point for a drink, light appetizers and great conversation!
You do not need to be a member of the FPA of MD chapter to attend. Anyone under the age of 37 in the financial services industry is invited to attend.
Please RSVP to Amanda Campbell, firstname.lastname@example.org or Chad Arrington, email@example.comFind out more »
Please join us for our chapter’s NexGen Study Group! This event uses an open forum format to address issues and points of interest common among NexGen professionals. Some past discussions have included best practices, technology, regulation changes, building your practice, succession planning, working with family members, current investment strategies, alternative investments and other long-term industry trends.
11311 McCormick Rd
Hunt Valley, MD 21031
Wednesday, June 28th, 2017
You do not have to be a member of the FPA to attend. This event is open to members of the financial planning industryunder age 37. NexGen is meant to foster relationships among the next generation of financial planners and help them to establish and develop professional networks. Feel free to extend this invitation to a colleague or friend under age 37 who is a financial planner, insurance professional, investment professional or estate planner.
Did you know?
· Scholarship – FPA of Maryland offers a $1,000 scholarship twice a year to FPA MD members pursuing the CFP® designation. Find out more through FPA Connect in the “FPA of Maryland – NexGen” community.
· Events – The FPA of Maryland NexGen community meets once a quarter alternating between social and professional development events.
· FPA Connect – FPA of Maryland has an FPA Connect Community exclusively for NexGen. Join the “FPA of Maryland – NexGen” community to be a part of the conversation, build a network of local professionals and stay up to date on local events.
· LinkedIn – Follow the FPA of Maryland group at https://www.linkedin.com/groups/2285880
· Twitter – FPA of Maryland has a Twitter account. Follow us @FPAMaryland.
· Website – FPA of Maryland recently revamped their website to better meet members’ needs.
· Get Involved! – There are tons of ways to get involved in the FPA of Maryland. Go to www.fpamd.org and click “Get Involved” for more information.
Find out more »
Steve Elville, president of Elville & Associates,will present on Elder Care.
Tracy Russo, president of HTA Financial will give us the latest on Medicare updates.
April 12, 2017
Bryan will discuss some of the top trends across the charitable giving landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.
You will rsvp to Baltimore Community Foundation. We look forward to seeing you there.
If interested in volunteering for this event, please contact the Co-Chair of our Community Outreach Committee, Michael Green, at firstname.lastname@example.org or 410-995-6630. Additional information will be provided.
CFP Board CE is pending. There will not be insurance CE for these programs.
Join our chapter’s NexGen group for an important and informative presentation on Year End Tax Strategies. Presenter, Tom Webbert, CFP®, will discuss the importance of taxes on financial planning and tax law changes you need to know. He will offer insight into special topics for accumulators, retirees and those close to retirement.
Thank you to our NexGen group for planning and hosting this member meeting.
Please click here to register.Find out more »
If you and your organization would like to be an exhibitor at Baltimore Financial Planning Day, please click here to register.
As a resource exhibitor, you will help Maryland residents get the free financial assistance they need to achieve financial security.
All exhibitor tables are $50 and include:
Exhibitors registering after September 30, 2016 may not be featured in advertising materials and signage for the event.Find out more »
While it is important for the qualified plan advisor industry to understand the fiduciary regulations set in motion by the passing of the Department of Labor’s Conflict of Interest rule, what may be more important is understanding the historical roots, present case studies, and future outlook that can aid in shaping an advisor’s best practices for operating within an ever-evolving QP industry and avoiding qualified plan fiduciary litigation. The very best practices for facing these fiduciary changes looming on 2017’s horizon may be found by looking behind us at today and yesterday’s recurring industry patterns and trends.
Patricia B. Achterhof, CPFA, AIF®, RP®, Director of Marketing & Operations, STRATWEALTH
Joseph P. Garrison, CFP®, AIF®, Senior Advisor, STRATWEALTH
Learn how to best serve your clients who are federal employees. This presentation will cover the profile of the federal employee and how best to advise about benefits including pensions, TSP, LTC, health and life insurance and social security.
Brian Kuhn, CFP®, CLU®, CLTC, PSG Clarity, a division of Planning Services Group
Find out more »
Baltimore is host city for FPA’s annual BE Conference. There will be over 1000 attendees from across the country, excellent presentations by subject matter experts and outstanding networking.Find out more »
#QUADA16 is a unique gathering of financial professionals who value the expertise, contributions, and collaboration of African Americans in the financial services profession.
Attend and experience the opportunity to:
ENGAGE in dialogue with leading subject matter experts who will share diverse perspectives on key topics that will advance your career, business, and thought leadership.
ENCOUNTER like-minded professionals who understand distinctive opportunities to stand apart in a very competitive environment.
EMBRACE a life-giving atmosphere that allows you to be yourself and celebrate the value of cultural diversity.
ENJOY a dinner reception highlighting Quad-A’s 15-year history and honoring those who have contributed to its success.
To register, please click here.Find out more »