As the financial advisory marketplace becomes 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.
About the Roundtable
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've chosen 5 topics to keep the conversation going:
- Bitcoin and NFTs
- Inflationary Concerns
- Asset Bubbles and Where to Find Them
- SECURE ACT | RMD rule changes
- Tax Legislative Changes on the Horizon
There will be a $10 charge for this luncheon.
Only Paid Registrations Accepted. Register by using the Pay Now button.