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.
July 20 Holistic Planning: How Do We Gauge it’s Effectiveness?
Be ready to discuss the following:
- Holistic vs. comprehensive
- Advanced planning techniques used in a holistic approach
- The intent behind holistic planning
- What is Finology?
Federal Reserve Building, 524 Liberty Parkway, Vestavia, AL
Prepayment preferred to cover your lunch. Season Ticket does not cover Roundtable.
$15/person pay online
15 person limit
Or mail a check to:
FPA of North Alabama
P.O. Box 26607
Birmingham, AL 35260
Please contact Jesse Zora at with questions.
Roundtable discussions do not qualify for CE.