Join us June 9th and 10th at the Sea Crest Beach Hotel in Falmouth, MA for Wicked Good Talks

June 9th: Beginning at noon
June 10th: Full Day Programing Featuring
  • Bonnie Kirchner – CFP Board Ethics
  • Dr. David Kelly – Current Economic Update
  • Dr. Chris Heye – The Coming Surge In Diminished Capacity Cases And What Wealth Management Firms Can Do To Protect Their Clients And Themselves
  • Dr. Brian Portnoy – The Human Experience of Money
  • Cozy Wittman – Financial Strategies to Help Families Pay for College
  • Tyrone Ross Jr. – Building Wealth with Cryptocurrency
  • TAMP Panel Discussion
Please note, there is limited hotel room availability at the Sea Crest Beach Hotel. To make a reservation please call 800-225-3110 and reference the Financial Planning Association to receive a special discount room rate.  Other hotel options close by are the Holiday Inn Cape Cod – Falmouth, 508-540-2000 and Inn on the Square Falmouth, Cape Cod, 508-457-0606.