Education Forum: What's In It For Me?
Our first Education Forum of 2024 focuses on tax planning, techniques, and the Homeowner's Insurance Crisis in the Sunshine State. In addition to the educational sessions, review the session descriptions below, we're highlighting some of the benefits you might be taking for granted.
Learn New Approaches and Ideas
Excelling as a financial planning professional requires a commitment to learning. Taking the approach of being a lifelong learner can provide great benefits. As a result, clients will receive outstanding value from financial planners who make this type of commitment to learning.
Continuing Education
This program has been accepted for three (3) hours of continuing education by CFP® Board. Credits may also be applied toward professional recertification requirements for CAP®, CLU®, ChFC®, RICP®, CLF®, CASL®, ChSNC®, FSCP®, and WMCP®. Credits may also be applied toward recertification requirements for AAMS®, ADPA®, ABFP, APMA®, CRPC®, CRPS®, SCRIC®, FPQP®, LUTCF®, WMS®.
Being with Your People
Sometimes you just need to be with the community of advisors who speak your lingo, understand your challenges, and are willing to offer sage advice.
An Out of Office Experience
We all need a change of pace, time to unplug from the constant bombardment of email or phone calls. Research shows that disconnecting , especially from email, can make us significantly less stressed and more productive. Give your brain something else to cogitate.
Building Soft Skills
Soft skills help you to build relationships and communicate more effectively. Discussing your own work informally with someone can help you learn things like what details to share, how to be clearer, and how to be more comfortable and communicate better with your clients.