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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!
 
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

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
October 2, 2009

What is Financial Planning?

Instructor Timothy Maurer, CFP, NAPFA-Registered Financial Advisor, Adjunct Faculty, Towson University

November 6, 2009
Protecting What You Have
Instructor Roseann Bove, CFP, CLU
NAPFA-Registered Financial Advisor
December 4, 2009
Investments:  The Basics
Instructor Robert Riccardi, CFP
NAPFA-Registered Financial Advisor
January 8, 2010
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
March 5, 2010

Leaving a Legacy
Instructor Bill Baldwin, JD
NAPFA-Registered Financial Advisors
NAPFA National Chair 2009/10
 
April 9, 2010
Women and Money
Instructor Diahann W. Lassus, CFP, CPA/PFS
NAPFA-Registered Financial Advisor
Past 2008/09 NAPFA National Chair

May 7, 2010

Financial Planning and Small Business Owners
Instructor Anthony J. Ogorek, Ed.D, CFP
NAPFA-Registered Financial Advisor
June 4, 2010
Your Retirement
Instructor Peggy Cabaniss, CFP
NAPFA-Registered Financial Advisor
Past NAPFA National Chair
July 2
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