Thursday, July 19 Cancelled
Cognitive Reframing in Financial Planning
In July our roundtable will be an informal, non CE lunch meeting to discuss a practice management topic. 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. This meeting is not covered by the Season Ticket Pass. The July Roundtable does not meet requirements for CE.
Please be prepared to discuss:
- How would you define cognitive reframing?
- What is your experience in applying cognitive reframing in financial planning and investment management?
- How can we improve educating new advisors about cognitive reframing?
- Should there be a formalized process?
Federal Reserve Building, 524 Liberty Parkway, Vestavia, AL
Prepayment required. 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.