Industry Insights Event

Please join us for our next free "Industry Insights" event on Wednesday, April 2nd, at Ron Blacks Beer Hall in White Plains. This gathering brings together financial advisors in our geographic region 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.

Registration Deadline: Monday, March 31st

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…