Industry Insights Event

Don't miss our next free "Industry Insights" event on June 4th 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. Free for members and non-members (includes drinks and apps, thanks to our program sponsor!) and we encourage everyone to invite their colleagues to join us!

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, June 2nd