Topic: To be announced
Hosted by sfspdelaware@gmail.com Click Here for the event link Tuesday, May 10, 2022 8:00 am | 2 hours | (UTC-05:00) Eastern Time (US & Canada) Meeting number: 2634 119 […]
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Topic: Delaware Society FSP Annual Meeting
Hosted by sfspdelaware@gmail.com Click Here for the event link Tuesday, May 24, 2022 8:00 am | 2 hours | (UTC-05:00) Eastern Time (US & Canada) Meeting number: 2631 194 […]
Topic: Delaware Society FSP Annual Meeting Summer Kick-Off Event
Hosted by sfspdelaware@gmail.com https://kathleenschlegel.my.webex.com/kathleenschlegel.my/j.php?MTID=me2aa2084bfee3eb3f8b597ba123bbe50 Thursday, Jun 9, 2022 8:00 am | 2 hours | (UTC-05:00) Eastern Time (US & Canada) Meeting number: 2630 892 2955 Password: 6S3NgU3NYai (67364836 from […]
Topic: FAFSA and Financial Aid – by Nicholas Hoeschel, CFP, RFC
- Pitfalls of the financial aid process - College Scholarship Service ("CSS") formula - Avoinding harm to financial aid potential - Solutions to maximize financial aid Continuing Education Credit Approval […]
Topic: Planning for Children with Special Needs – Presented by P. Kristen Bennett, Esquire and Ellen Bockman
Qualifying for benefits Self-settled special needs trusts Third party special needs trusts ABLE accounts Finding a trustee to serve Presented by P. Kristen Bennett, Esquire and Ellen Bockman Qualifies […]
Topic: CFP Ethics: SEC, FINRA, and NASAA Regulatory Updates by Scott Matasar, Esquire
Qualifies for Continuing Education Credits In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807 Click Here to join the WebEx meeting Join by meeting number Meeting number […]
Topic: Charitable Giving: Private Foundations versus Donor Advised Funds
Does your client want a charitable giving campaign? Does a private foundation or donor advised fund better accomplish their goals? How do they comply with the requirements for these? What is […]
Topic: To be Announced
- Enrollment and Eligibility Qualifies for Continuing Education Credits In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807 Click Here to join the WebEx meeting Join […]
Topic: To be Announced
Qualifies for Continuing Education Credits In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807 Click Here to join the WebEx meeting Join by meeting number Meeting number […]
Topic: To be Announced
- Enrollment and Eligibility - Coverage under Parts A, B, D - Medigap And so much more! Qualifies for Continuing Education Credits In person at Affinity Wealth Management, LLC, 2961 […]
Topic: Complex Issues in Mortgages – By Susan Pomfret, RICP
Click Here to join the WebEx meeting Join by meeting number Meeting number (access code): 2632 258 7513 Meeting password: mVT8f6H43hj (68883644 from phones and video systems) Tap to join from a […]
