Roundtable Discussion Groups:
During June and July our chapter hosts informal, non CE lunch meetings to disuss practice management topics. We eat and meet at the Federal Reserve Bank from 11:30 – 1:00. Register and pay $15 online as you would a lunch meeting. These meetings are not covered by the Season Ticket Pass.
June 15 Engaging Millenial Clients and Retaining Millenial Talent
July 20 Holistic Planning: How Do We Gauge it’s Effectiveness?
Why FPA Supports the CFP® Certification:
“FPA works to serve the public by identifying ways consumers can find a competent, ethical financial planner. The CFP® mark represents the standard of education and ethics consumers should be able to expect from a financial planner. By supporting a single credible mark we can accelerate public recognition and acceptance of financial planning.” (Financial Planning Association website)