Industry Insights Event

Please join us for our next free "Industry Insights" event on Wednesday, September 18th, at Ron Blacks Beer Hall in White Plains. This gathering is intended to bring together financial advisors in our geographic region on a monthly basis to exchange ideas on practice management topics.

The format will be roundtable and topics to be discussed will be selected by consensus of the participants. Potential topics could include technology, compliance, succession planning, fee structure, human resources, upcoming legislative changes, high level client situations, and any other subject that you'd like learn more about or might have some expertise on that you can share with your peers.

We have found that our participants have really enjoyed and found value in the roundtable format and so we'll be foregoing the Journal of Financial Planning Discussion for this event.

 

Registration Deadline: Tuesday, September 17th

MANY THANKS TO OUR EVENT SPONSOR

USI Insurance Services

represented by

Michael W. Gardner, Personal Risk / (914) 384-3948 (cell) • Michael.Gardner@usi.com 

Shawn McMaster, Personal Risk / (603) 391-9132 (cell) • Shawn.McMaster@usi.com

James Saunders, Personal Risk / (214) 784-7556 (cell) • James.Saunders@usi.com

These gatherings are free for members and non-members. Some will be held in person in Westchester County (and, thanks to our event sponsors, will include drinks and apps) and others will be via Zoom.

Registration Policy

By registering for this event, I acknowledge and accept that my contact information may be shared with our chapter partners, without whose support we could not provide benefits of local chapter membership such as this event to our members.