Wicked Good Half-Day Talks

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. Up to 4 CFP CEs pending approval.

Featuring:

• Cath Capelli, Family Formation Attorney – talking about family formations, focusing on how to help clients at the front end of relationships thoughtfully and intentionally think about what they want their lives to be together
• Stephanie Loeffel, founder of Ascend Financial – presenting on planning for families with young children, working with young adults, the planning timeline as your child ages and becomes independent
• Liz O’Donnell, founder of Working Daughter – talking about balancing caregiving, career and life
• Erika Wasserman, Financial Therapist – presenting on elevating advisory skills to better recognize and understand emotional cues for deeper connections with clients