Wicked Good Talks Conference – June 9-10, 2022

FPA New England Wicked Good Talks

FPA Chapter New Englandsmall

Wicked Good Talks
Sea Crest – Falmouth, MA

June 9 – 10, 2022

Booking at Sea Crest

Book your room at the Sea Crest Beach Hotel today. To make a reservation please call 800-225-3110 and reference the Financial Planning Association to receive a special discount room rate

Schedule

June 9th: Beginning at noon

June 10th:

  • 7:00 AM Registration/Exhibits/Breakfast
  • 7:30 to 9:10 AM CFP Professional Ethics with Bonnie Kirchner
  • 9:10 to 9:30 AM Breakfast check in continued/exhibits open
  • 9:30 to 9:45 AM Welcome FPANE President – Shaun Erickson
  • 9:45 to 10:00 AM Membership Update – Karen Van Voorhis
  • 10:00 to 10:50 AM Economic Update with Dr. David Kelly
  • 11:00 to 11:50 AM The Coming Surge In Diminished Capacity Cases and What Wealth Management Firms Can do to Protect Their Clients and Themselves with Dr. Chris Heye
  • 11:50 to 12:00 PM Partners Shorts
  • 12:00 to 1:00 PM The Human Experience of Money with Dr. Brian Portnoy
  • 1:00 to 2:00 PM Lunch
  • 2:00 to 2:50 PM Strategies to Help Families Pay for College with Cozy Wittman
  • 2:50 to 3:40 PM TAMP Panel
  • 3:40 to 4:00 PM Exhibitor Break
  • 4:00 to 5:00 PM Building Wealth with Cryptocurrency with Tyrone Ross Jr.
  • 4:50 to 5:00 PM Closing Remarks and Prize Winner Announcement