by Kristin Beane | Mar 6, 2025 | FPANE News
Register Now! Please join us for an enlightening presentation & networking designed to bring NexGen Advisors & Veteran Advisors together! Topics: • What should younger NexGen Advisors be doing to show value to the lead advisors. How to advocate for yourself...
by Kristin Beane | Mar 1, 2025 | FPANE News
Join FPA NE and Xtrackers by DWS for: The Case for International Investing and the Currency Hedged Opportunity . Jason Chen will discuss how international investing unlocks global growth and diversification, but currency fluctuations can impact risk and returns. A...
by Kristin Beane | Mar 1, 2025 | FPANE News
FPA NE NexGen presents Strategic Alliances: Networking for CFPs. This webinar covers the difference between networking and prospecting, effective conversation starters, and how to connect with key people. We’ll also discuss building your personal brand, reading and...
by Kristin Beane | Feb 24, 2025 | FPANE News
Join us for Guy’s Wicked Smahht People Webinar Series: Planning for your client’s long-term care needs and how Life/LTC Hybrid policies can help In this program we will be discussing how LTC costs can affect your client’s financial plan. We will cover how Hybrid...
by Kristin Beane | Feb 8, 2025 | FPANE News
Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney, Founder of Grandview and Company. Steve Tenney is the Founder of Grandview & Company. After 26 years as a Senior Portfolio Manager and Senior Vice President at UBS, Steve and his team launched...
by Kristin Beane | Feb 4, 2025 | FPANE News
Join FPA NE and Grayscale for Crypto Master Class. The introduction of crypto ETPs have given investors access to a new assets class. Given this expanded market, it is no longer a question of if financial professionals need to understand how to advise on crypto, but...
