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• RESCHEDULED Lunch and Learn - Greenville - Unlocking Hidden Value: What Financial Professionals Need to Know About Reverse Mortgages

  • When
    Wednesday, May 20, 2026
  •  
    11:30 AM - 1:00 PM
  • Location
    The Nose Dive - Greenville SC
  • Spaces left
    14

  Register

  Unlocking Hidden Value: What Financial Professionals Need to Know About Reverse Mortgages

  Speaker: Monica Elizondo, Longbridge Financial, LLC

  Elderly homeowners own close to $14 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden wealth. Why? In this 1-hour presentation, we take a deep dive into the FHA Home Equity Conversion Mortgage (HECM) and new attractive and low-cost proprietary products to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one of the largest sources of assets for clients, and reverses mortgages can unlock this hidden wealth in a safe and standardized manner.

  FREE to attend, but seating is limited.  So, register early!

  1 CFP credit available

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• Meet and Mingle - Columbia

  • When
    Thursday, May 21, 2026
  •  
    5:00 PM - 7:00 PM
  • Location
    Steel Hands, West Columbia

  Register

  Join us for a relaxed evening of connection and conversation at Steel Hands Brewing! This casual meet-and-mingle is a great opportunity for financial planners in the area to step away from the office, catch up with colleagues, and build new professional relationships in a laid-back setting.

  Whether you’re a longtime FPA member or new to the community, come enjoy great drinks, good company, and meaningful conversations with fellow professionals who understand your work and share your passion.

  No agenda—just an easygoing chance to connect.

  Register now

  
  

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• P.L.A.N. Webinar - Advocacy

  • When
    Wednesday, August 19, 2026
  •  
    11:30 AM - 12:30 PM
  • Location
    ZOOM

  Register

  Join Financial Planning Association of South Carolina for our P.L.A.N. Webinar Series, a quarterly, interactive webinar designed to support your professional growth through focused conversation and shared insights.

  Each session highlights one core pillar of the P.L.A.N. Model:

  • Practice Management - January 21

  • Learning - March 18

  • Advocacy - August 19

  • Networking - December 9

  These webinars are intentionally casual and engaging, creating space for practical discussion, peer learning, and real-world takeaways you can apply immediately. Whether you’re tuning in from the office or grabbing lunch on the go, this series is designed to fit seamlessly into your day.

  Time: 11:30 a.m. – 12:30 p.m. (ET)
  Format: Live webinar
  Cost: Free for FPA of South Carolina members | $25 for non-members

  Grab your lunch and join us for meaningful conversation, connection, and professional development—one P.L.A.N pillar at a time.

  Register today and save your seat.

  
  

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• Lunch and Learn - Columbia

  • When
    Wednesday, September 16, 2026
  •  
    11:30 AM - 1:00 PM
  • Location
    TBD

  Register

  Sponsored by Cap Group/American Funds

  
  

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• Lunch and Learn - Charleston - Active, Alternative, and Tax Aware: Practical Ideas for Today’s Wealth Portfolios

  • When
    Wednesday, September 16, 2026
  •  
    11:30 AM - 1:00 PM
  • Location
    Tavern and Table - Mt. Pleasant

  Register

  Active, Alternative, and Tax Aware: Practical Ideas for Today’s Wealth Portfolios

  Presented by Vince Lorusso, CEO, PM, Clough Capital

  As markets evolve, advisors are increasingly looking beyond traditional 60/40 portfolios to enhance returns, manage risk, and improve after-tax outcomes. This session explores how research-driven equity strategies—both long-only and long/short—can be thoughtfully integrated into client portfolios.

  Participants will gain insight into when active management may add value, how to incorporate macro and thematic views such as AI and global innovation into portfolio construction, and how different investment vehicles can impact liquidity and tax efficiency. The session will also examine the role of various structures—including hedge funds, closed-end funds, private funds, and actively managed ETFs—in delivering diversified exposures.

  Attendees will leave with a practical, implementation-focused framework for building more resilient, tax-aware portfolios—grounded in strategy, not product.

  Earn 1 hour of CFP credit

  Members $20
  Nonmembers $25
  Students $10

  REGISTER NOW

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• FPASC Annual Symposium

  • Start
    Wednesday, October 28, 2026
  • End
    Thursday, October 29, 2026
  • Location
    Hyatt Regency - Greenville SC

  
  

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• Symposium Social Event

  • When
    Wednesday, October 28, 2026
  • Location
    TBD

  More details to follow

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• Lunch and Learn - Charleston

  • When
    Wednesday, November 11, 2026
  •  
    11:30 AM - 1:00 PM
  • Location
    TBD

  
  

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• P.L.A.N. Webinar - Networking

  • When
    Wednesday, December 09, 2026
  •  
    11:30 AM - 12:30 PM
  • Location
    ZOOM

  Register

  Join Financial Planning Association of South Carolina for our P.L.A.N. Webinar Series, a quarterly, interactive webinar designed to support your professional growth through focused conversation and shared insights.

  Each session highlights one core pillar of the P.L.A.N. Model:

  • Practice Management - January 21

  • Learning - March 18

  • Advocacy - August 19

  • Networking - December 9

  These webinars are intentionally casual and engaging, creating space for practical discussion, peer learning, and real-world takeaways you can apply immediately. Whether you’re tuning in from the office or grabbing lunch on the go, this series is designed to fit seamlessly into your day.

  Time: 11:30 a.m. – 12:30 p.m. (ET)
  Format: Live webinar
  Cost: Free for FPA of South Carolina members | $25 for non-members

  Grab your lunch and join us for meaningful conversation, connection, and professional development—one P.L.A.N pillar at a time.

  Register today and save your seat.

  
  

  Show details