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UPCOMING LIVESTREAMs

HIGHLIGHTING WEALTH MANAGEMENT

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How to make your succession plan a success

January 26th at 3:00 pm EST

David Canter, president of Bluespring Wealth Partners, shares his tips for effectively devising and executing a succession plan. Bluespring’s chairman, Stuart Silverman, will also join the conversation.

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POLITICS, POLICY, AND REGULATION

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Will the Federal Reserve slow down or pivot?

Steve Friedman, senior macroeconomist at MacKay Shields, joins us to discuss what the Federal Reserve has done last month, their growing concern about inflation, and what he expects in the future.

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POLITICS, POLICY, AND REGULATION

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Why do financial planners need legal recognition?

FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry.

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