Industry Insights & Journal of Financial Planning Discussion Group

We are excited to announce a new series of free "Industry Insights" events 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.

After the first hour or so, we'll switch gears and dive into a discussion of these two articles published in the Journal of Financial Planning's March issue:

Answers to Clients' Most Taxing Education Questions

Implementing Strategic Client Segmentation

These events will be held at no charge for members and non-members, some in person in Westchester County…