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Archived Sessions


 

 

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!
 
July 8, 2011
Debt and Saving
Instructor Cheryl Costa, CFP®
NAPFA-Registered Financial Advisor
Past member of the NAPFA National Board of Directors
June 3, 2011
Deciphering Financial Acronyms
Instructor Lauren Locker, CFP®, CSA
NAPFA-Registered Financial Advisor
Chair of the Northeast/Mid-Atlantic Region Board of Directors 
May 6, 2011
Financial Planning for the New Family
Instructor Peg Downey, CFP® 
NAPFA-Registered Financial Advisor
April 1, 2011
Understanding Taxes
Instructor Bernie Kiely, CFP® 
NAPFA-Registered Financial Advisor
Past Member of the NAPFA National Board of Directors
March, 4, 2011
Putting the Markets in Perspective
Instructor Dr. Lew Altfest, CFA, CFP®, CPA/PFS
NAPFA-Registered Financial Advisor
February 4, 2011
What Do You Need in Retirement?
Instructor Elaine Bedel, CFP® 
NAPFA-Registered Financial Advisor
January 7, 2011
Managing Family Finances
Instructor Marilyn Capelli Dimitroff, CFP® 
Past chair of the Certified Financial planner (CFP) Board of Standards
 
December 3, 2010
Understanding Investment Fees and Expenses
Instructor Richard Salmen, CFP® , CFA, EA
NAPFA-Registered Financial Advisor
2010 National Chair - Financial Planning Association (FPA)
November 5, 2010
How to Find a Financial Advisor
Instructor Susan John, CFP®
2010 NAPFA National Chair
NAPFA-Registered Financial Advisor
October 1, 2010
Financial Management of the Aging Parent
Instructor Cheryl Sherrard, CFP®
NAPFA-Registered Financial Advisor
September 3, 2010
Economic Uncertainty and Your Retirement
Instructor Dan Moisand, CFP
NAPFA-Registered Financial Advisor
August 6, 2010
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
July 2, 2010
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
June 4, 2010
Your Retirement
Instructor Peggy Cabaniss, CFP
NAPFA-Registered Financial Advisor
Past NAPFA National Chair
May 7, 2010
Financial Planning and Small Business Owners
Instructor Anthony J. Ogorek, Ed.D, CFP
NAPFA-Registered Financial Advisor
April 9, 2010
Women and Money
Instructor Diahann W. Lassus, CFP, CPA/PFS
NAPFA-Registered Financial Advisor
Past 2008/09 NAPFA National Chair
March 5, 2010
 
Leaving a Legacy
Instructor Bill Baldwin, JD
NAPFA-Registered Financial Advisors
NAPFA National Chair 2009/10
 
February 5, 2010
Managing Your 401(k)
Instructor Linda Gadkowski, M.Ed., CFP
NAPFA-Registered Financial Advisors
Adjunct Faculty Member, College of Financial Planning
January 8, 2010
Investments:  Advanced Concepts
Instructor Tom Orecchio, CFP, CFA, AIF, CFC, CLU
NAPFA-Registered Financial Advisor
Past National Chairman of NAPFA
December 4, 2009
Investments:  The Basics
Instructor Robert Riccardi, CFP
NAPFA-Registered Financial Advisor
November 6, 2009
Protecting What You Have
Instructor Roseann Bove, CFP, CLU
NAPFA-Registered Financial Advisor
October 2, 2009
What is Financial Planning?
Instructor Timothy Maurer, CFP, NAPFA-Registered Financial Advisor, Adjunct Faculty, Towson University
September 4, 2009
 
Kids & Money
Instructor Linda Leitz, CDP, CFP, EA,
NAPFA Registered Financial Advisor and
Author of The Ultimate Parenting Map to Money Smart Kids
August 7, 2009
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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