Be Our Guest

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All registration fees are tax-deductible and support the efforts of the Foundation for Financial Planning

The Foundation for Financial Planning’s Be Our Guest program connects industry leaders with peers through in-person and virtual sessions. Learn from the best in the field while supporting the Foundation’s efforts to expand pro bono planning services for those in need.

If you are interested in hosting, please complete the presenter application form and email to Katie Egan Hammer at khammer@foundation-finplan.org.

Register to participate in an upcoming Be Our Guest online.  

*Discounts available for purchase of multiple sessions – please contact the Foundation directly at mail@foundation-finplan.org

Already registered and want to pay?  Click here

In Person Sessions

DateFirm & TopicSession LeadersCost
Mon, June 19, 2017
7:30am - 4:30pm CT
Edina, MN
Accredited Investors Inc.
Experience Accredited: A 360° View of
Accredited Investors Wealth Management®

Ross Levin, CFP®
Becky Krieger, CFP®, CPA

$1,000

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Virtual Sessions

DateFirm & TopicSession LeaderCost
Available Now
Previously Recorded
Yeske Buie
Safe Spending Policies In Action
Yusuf Abugideiri, CFP®, Financial Planner
Lauren Grove, CFP®, Financial Planner
$500

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Available Now
Previously Recorded
Yeske Buie
The Client Experience: “Our Process;
Your Journey”
Jennifer Hicks, CFP®, Financial Planner
Lauren Vitt, RP®, Project Administrator
$500

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Available Now
Previously Recorded
Yeske Buie
Financial Planning Resident and
Internship Program
Yusuf Abugideiri, CFP®, Financial Planner
Lauren Grove, CFP®, Financial Planner
Cristin Etheredge, RP®, Operations Administrator
$500

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$250,000 Plus Donors