Join the FPA New England for Wicked Good Half Day Talks at the Union Bluff, York ME. The focus of the day will be Love & Money, followed by happy hour and networking. 4 CFP CEs approved.

Agenda:

  • 10:00-10:50 Registration
  • 10:50-11:00 Welcome Remarks
  • 11:00-11:50 Catherine Cappelli, Cappelli Law, LLC. – Family Formations: It Starts With Love
  • 11:50-12:00 Partner Shorts
  • 12:00-12:50 Stephanie Loeffel, Ascend Financial – Planning for Families
  • 12:50-1:00 Partner Shorts
  • 1:00-2:00 Lunch & Time with Partners
  • 2:00-2:50 Liz O’Donnell, Working Daughter – Strategies for Balancing Eldercare, Kids, Career and Life
  • 2:50-3:00 Partner Shorts
  • 3:00-3:50 Erika Wasserman, Your Financial Therapist – Getting to Yes Quicker: Learning the Personality Paradox
  • 3:50-4:00 Raffle Giveaway
  • 4:00 + Informal happy hour, social networking Union Bluff Pub

 

Register Here