Career Development



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)

Jesse Zora

Career Development