Roundtable Discussion Group



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:

  1. How would you define cognitive reframing?
  2. What is your experience in applying cognitive reframing in financial planning and investment management?
  3. How can we improve educating new advisors about cognitive reframing?
  4. 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.