Date: Wednesday, May 10, 2017
Time: 11:45 a.m. to 1 p.m. (Lunch will be served)
Cost: $25.00 for non-members / Included in Membership
CE Hours: 1 hour
Speakers: Miranda Carr (Managing Director) & Toby Koerten (Product Manager – Behavioral Finance) from Finworx.
Learn more about this shift in thinking, cognitive and emotional biases, investor types, and how to communicate with your clients more effectively!
FPA Retreat 2017
Date: April 24-27
Location: Braselton, Georgia
If you’re trying to figure out what’s next in your career or want to determine how to take your practice to the next level, FPA Retreat 2017 is THE conference to attend. It’s more than a conference, it’s a multi-generational think tank dedicated to challenging you on how to “practice” financial planning.
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