PLEASE JOIN US!
As a financial planning professional, you appreciate and believe that financial planning has the power to improve lives. Have you ever wondered how other caring professionals dispense advice, both technical and behavioral, for their clients’ benefit? If so, we invite you to participate in this interactive case study and round table discussion to share your wisdom as well as to hear from your peers.
During our time together:
- You will have a chance to participate in a case study for our hypothetical client that is looking for guidance on how to accomplish their financial goals.
- You will have an opportunity to share your thoughts on the case study as well as hear perspectives and professional opinions from other advisors on how to tackle complex (and not so complex) financial issues.
- You will learn from other caring and professional planners on how they frame and deliver advice to clients in such a way that will prompt action.
We invite you to take advantage of this opportunity to collaborate with other professionals and deepen relationships within the FPA community.
