Apr 1, 2024
2024 Conference Program We’re still finalizing presentations. Please check back soon for more details. Join Us! August 8 - 11, 2024 UC Santa Cruz Roundup Flyer Coming soon! Questions? Sydney Woodward [email protected] Need Help Using this site? Ken Cranstone...
Apr 1, 2024
2024 Speakers John Bacigalupi Cantor Fitzgerald Asset Management John Bacigalupi is a Senior Vice President at Cantor Fitzgerald Capital, a global financial services firm and open architecture wholesale distribution company. CFC aims to leverage the strength of Cantor...
Jan 3, 2023
2023 Speakers Corey Anderson Disability Insurance Geek Corey is a disability insurance broker and thought leader on long-term disability insurance products and plans. In addition to working with individual advisors and their clients, he has over 20 years of service...
Jan 3, 2023
2023 Conference Program Friday, August 11, 2023 8:30am to 10:10am The Devil In The Details: Disability Insurance Policy Coverage Gaps And Exclusions Corey Anderson Just because you have a policy, and pay your monthly premiums, doesn’t mean you, or your clients are...
May 23, 2022
2022 Speakers Caleb Brown, MBA, CFP® New Planner Recruiting Caleb is a CERTIFIED FINANCIAL PLANNER™ certificant, Kolbe CertifiedTM Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been...
