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Hosted by Northeast Florida FPA

Practice Management Roundtable @ Village Bread

We're Still On for Roundtable at Village Bread.

Bill Traer, Director of Mergers and Acquisitions for Merit Financial Advisors, joins us to discuss 1) The state of the Financial Advisory Industry; 2) Difference between Succession, Exit, and Continuity Planning; 3) Resources for FPA members on this subject.

 

About the Roundtable
As the financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.

RSVP by using one of the options at the bottom of this page so we can have a table big enough for this discussion.

Thursday, September 14, 2017
7:30 AM - 8:30 AM

Location
Village Bread Cafe - Mandarin
10111 San Jose Blvd
Jacksonville   FL   32257
(904)262-0740
 
Website for Location
Map for Location



Speaker Profiles

 


William M. Traer, CFP®, CPA
Managing Partner
 Merit Financial Advisors

Bill has over 25 years of experience as a practicing CPA with national and local CPA firms before transitioning to the financial planning and investment business in 1999. His experience is dealing with complex tax and financial planning issues for both individuals and businesses.

Bill served two years in the Army where he was a parachutist with the 82nd Airborne Division. After his military service, he earned a bachelor's degree in accounting from the University of North Florida, where he graduated Summa Cum Laude in 1974. Bill obtained his CPA certificate in 1975 and his CERTIFIED FINANCIAL PLANNER™ certificate in 1999. In addition, Bill has participated in executive education programs at the University of Chicago Booth School of Business, MIT Sloan Executive Education Center, and the Yale School of Management Executive Education Program.

Bill is a member of the Florida Institute of CPAs (FICPA), The Financial Planners Association, and the Southside Rotary Club of Jacksonville. He has served as an instructor in continuing education for members of the FICPA, and has taught financial planning courses for Compass Ministries.