Join us for Free CE Days, including ethics. This event is free to members, register today!
Tuesday 8/1/2023
- 12:00 to 12:50PM – Mortgage Update: Donna McKeown of Movement Mortgage
- 1:00 to 2:45PM – CFP Ethics with Melissa Kemp
- 3:00 to 3:50PM – Advanced Tax Strategies will be covering 1031, DSTs, 721s, and Opportunity Zones: Allan Sheahan of Cantor Fitzgerald
- 4:05 to 4:55PM – Taxes Transfers & Tea Leaves: Advisor as ally – Supporting clients and their families in matters of family governance with Cap Group/American Funds’ Leslie Geller
Wednesday 8/2/2023
- 8:30 to 9:20AM – Preparing for the SEC’s Proposed Cybersecurity Rules: Tammy Jutras of Visory
- 9:35 to 10:25AM – Positioning in a Late Cycle Environment: featuring MRB’s Salvatore Ruscitti
- 10:35 to 11:25AM – Global Real Estate Market Themes with Tom Lester of Hines
- 11:25 to 12:00PM – Break
- 12:00 to 12:50PM – Reverse Mortgage Update: Longbridge Stephen Pepe
- 1:05 to 1:55PM – What you need to tell your clients about Medicare: with Susan Flanagan of Blue Cross Blue Shield
- 2:10 to 3:00PM – Everything You Wanted to Know About Special
Needs Trusts but Didn’t Think to Ask: Presented by Joan McGrath, Kathy Vitello and Cynthia Haddad of PLAN MA & RI