At the Chapter Study Group, all are invited to join the roundtable discussion of current financial planning topics, case studies, practice management ideas, and other topics that help us grow professionally.

Registrants will receive Zoom meeting information. We welcome and encourage you to submit interesting topics and case scenarios for discussion.
Please forward your submissions to Brian Ephraim.

Register for the upcoming Study Group now and mark your calendar for the rest of the year! Prior to the meeting, you will receive the applicable materials. We ask that these be reviewed in advance of the meeting.

2023 Study Groups

April Study Group - Virtual Only

Thursday, April 20, 2023

2pm - 3:30pm

Register here

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May Study Group - In-Person

Thursday, May 25, 2023

2pm - 3:30pm

Register here

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June Study Group - Virtual Only

Thursday, June 15, 2023

2pm - 3:30pm

Register here

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July Study Group - Virtual Only

Thursday, July 20, 2023

2pm - 3:30pm

Register here

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August Study Group - Virtual Only

Thursday, August 24, 2023

2pm - 3:30pm

Register here

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September Study Group - Virtual Only

Thursday, September 21, 2023

2pm - 3:30pm

Register here

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October Study Group - Virtual Only

Thursday, October 19, 2023

2pm - 3:30pm

REGISTRATION COMING SOON.

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November Study Group - Virtual Only

Thursday, November 16, 2023

2pm - 3:30pm

REGISTRATION COMING SOON.

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December Study Group - Virtual Only

Thursday, December 1, 2023

2pm - 3:30pm

REGISTRATION COMING SOON.