Past Meetings

December 2, 2021 "Succession Planning with Frank Mindicino plus Social Security Strategies with Jennifer Taboada

December 02, 2021
7:45 AM - 12:00 PM

Red Lion Hotel and Webinar
4751 Lindle Road
Harrisburg, PA 17111
Venue website

Designing the Three Lanes for your Succession Blueprint : Your Clients, Your Liquidity Event, Your Successors

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EPC & FPA Joint Meeting with Thomas Brinker, American College of Financial Services

September 28, 2021
11:45 AM - 4:30 PM

West Shore Country Club & Webinar
100 Brentwater Road
Camp Hill, PA

Webinar Option Available

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Jeffrey Levine from Michael Kitces with a FREE LUNCH at Lancaster Brewing Company

May 25, 2021
7:45 AM - 12:00 PM

Red Lion Hotel and Webinar
4751 Lindle Road
Harrisburg, PA 17111
Venue website

Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com

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Zoom Roundtable Discussion "Managing your business during a pandemic"

April 06, 2021
4:30 PM - 5:30 PM

Webinar

Collaborate with your fellow FPA Members via zoom

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Ethics with Brett Danko WEBINAR

March 31, 2021
9:00 AM - 12:00 PM

Webinar

Bi-Annual CFP Board Code of Ethics and Professional Responsibility

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Federal Reserve Bank Economic Forecast 2021 + Market Outlook

January 14, 2021
7:45 AM - 12:00 PM

Webinar

Federal Reserve Bank of Philadelphia

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