So you missed a session and want to see what you missed?
No problem! Below are links to the recorded presentations that have already taken place.
Enjoy!
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August 7, 2009
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Money 101: Knowing the Basics -
Instructor John Henry McDonald, CFP®, CLU, ChFC®, NAPFA-Registered Financial Advisor, and “The Finance Guy” on News Channel 8 in Austin, TX |
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September 4, 2009
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Kids & Money
Instructor Linda Leitz, CDP, CFP, EA,
NAPFA Registered Financial Advisor and
Author of The Ultimate Parenting Map to Money Smart Kids |
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What is Financial Planning?
Instructor Timothy Maurer, CFP, NAPFA-Registered Financial Advisor, Adjunct Faculty, Towson University |
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November 6, 2009
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Protecting What You Have
Instructor Roseann Bove, CFP, CLU
NAPFA-Registered Financial Advisor |
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December 4, 2009
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Investments: The Basics
Instructor Robert Riccardi, CFP
NAPFA-Registered Financial Advisor |
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January 8, 2010
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Investments: Advanced Concepts
Instructor Tom Orecchio, CFP, CFA, AIF, CFC, CLU
NAPFA-Registered Financial Advisor
Past National Chairman of NAPFA |
February, 5, 2010 |
Managing Your 401(k)
Instructor Linda Gadkowski, M.Ed., CFP
NAPFA-Registered Financial Advisors
Adjunct Faculty Member, College of Financial Planning |
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March 5, 2010
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Leaving a Legacy
Instructor Bill Baldwin, JD
NAPFA-Registered Financial Advisors
NAPFA National Chair 2009/10
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April 9, 2010 |
Women and Money
Instructor Diahann W. Lassus, CFP, CPA/PFS
NAPFA-Registered Financial Advisor
Past 2008/09 NAPFA National Chair |
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May 7, 2010 |
Financial Planning and Small Business Owners
Instructor Anthony J. Ogorek, Ed.D, CFP
NAPFA-Registered Financial Advisor |
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June 4, 2010
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Your Retirement
Instructor Peggy Cabaniss, CFP
NAPFA-Registered Financial Advisor
Past NAPFA National Chair |
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July 2
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Changes to Expect in the Wake of Health Care Reform
Instructor Carolyn McClanahan, MD CFP
NAPFA-Registered Financial Advisor
Member, NAPFA National Board of Directors |
August 6 |
The "Off to College" Checklist
Instructors Samantha Macchia, CFP, NAPFA-Registered Financial Advisor, and Treasurer, NAPFA National Board of Directors and
William Whitaker, CFP, NAPFA Corporate Professional |
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