Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2024-2025
FPA Of The Triangle’s 22nd Annual Fall Symposium
The FPA of the Triangle hosts an annual symposium in Raleigh that is geared towards financial advisors, students, aspiring financial planners, and those in associated professions. The symposium is an all-day event full of networking, learning, and more. The theme for 2024 is "The Future of Advising", and will include a wide variety of sessions with topics including financial planning technology trends, digital assets, the long-term care insurance industry, and communicating with clients.
Price: $195-$220
Type: In Person
Early Bird: $170-$195 until 08/1/24
Content Focus: FinTech, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association
Speaker:
Meghaan Lurtz
Topic:
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
