Round Table Discussion Group

 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

11:30- 1:00 

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.