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IPC’s 20th National Fall Conference
FPA Annual Conference BE Baltimore 2016
Presentation: Review of Risk Profiling Practices
Academy of Financial Services (AFS) Research Presentation
DAC – Distinguished Advisor Conference 2016
Israel Sixth Annual Conference for Planners
12th Financial Planner Forum Berlin
PlanPlus is proud to be a Technology Partner sponsor at this year’s IPC National Fall Conference. The event will be held at Blue Mountain Resort, Ontario.
Start: Sunday, September 11, 2016 at 12:00am
End: Tuesday, September 13, 2016 at 12:00am
The Financial Planning Association’s Annual Conference will be held in Baltimore, Maryland this year. Once again PlanPlus is a proud sponsor of this event. If you plan to attend be sure to visit our booth and speak with one of our representatives.
Start: Wednesday, September 14, 2016
End: Friday, September 16, 2016
Don't miss this presentation by Shawn Brayman while attending the FPA in Baltimore.
Thursday, September 15, 2016
10:50am - 11:50am
Shawn Brayman, PlanPlus President & CEO, and Larry R. Frank Sr., of Better Financial Education co-present their research paper entitled “Certainty of Lifestyle: Contrasting A Simulation over a Fixed Period versus Multiple Period Models”. The presentation will take place at the AFS Annual Meeting held at Harrah’s in Las Vegas.
Thursday, October 20, 2016
10:30am - 11:20am
Shawn Brayman will be one of 18 presenters to take the podium at the 2016 Distinguished Advisor Conference in San Diego. Shawn will speak about Global Best Practices in Risk Profiling - Closing the Substantive Gaps in Regulatory Guidance. The topic of this year's conference is SOAR HIGHER - Plan for Your Greater Potential! Register before Sept. 30th to receive the Early Bird discount.
Start: Sunday, November 6, 2016
End: Wednesday, November 9, 2016
Shawn Brayman will attend the UFPI Sixth Annual Conference for Planners to be held in Tiberias. Shawn will conduct at 2 hour seminar about The Value of Advice from 4:30pm to 6:30pm on Tues. Nov. 15th. On Wed. Nov. 16th from 3:00 to 3:45, Shawn will host a workshop on Managing cash flows as the base of the work of a financial Planner and the computer as your assistant.
Start: Tuesday, November 15, 2016
End: Thursday, November 17, 2016
PlanPlus is pleased to participate in the 12th Financial Planner Forum in Berlin. Stop by our Booth #37 and register for a free trial. Don’t miss Shawn Brayman’s presentation on Global Best Practices for Knowing Your Client. The presentation will take place on November 25th from 2:30 to 3:30 in Hall 6 of the KOSMOS.
Start: Friday, November 25, 2016
End: Saturday, November 26, 2016