Advancing Knowledge in Financial Planning
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.
*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement
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