Our Lifelong Learning Committee brings you
"Financial Planning through Life Transitions"
Welcome to presenters Mark Prendergast, CFP(R), CPA, CDFA and Dr. Kimberly Bridges, PhD, CFP(R), CPWA(R), CDFA(TM), and incoming FPA Board of Directors President Evelyn Zohlen, CFP(R), for an afternoon focused on tactics, details, best practices and tips on how to help clients tackle financial planning decisions and dilemmas when they are facing major life transitions (marriage, second marriage, divorce, death).
Bonus: Meet incoming FPA Board of Directors president Evelyn Zohlen, for an update and Annual Report on the state of our Association.
At the conclusion of this presentation attendee shall:
Registration opens: 1:45 pm
Speaker Presentation: 2:00 - 5:30 pm
Reception: 5:30 - 6:30 pm
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