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 (and include drinks and apps), others will be held virtually.

Deadline to reserve your seat for our inaugural event is March 12th. If you are new to attending events at this venue, parking is located behind Ron Blacks accessible via E Post Road or Maple Avenue.

We hope to see you there!

MANY THANKS TO OUR PROGRAM SPONSOR!

Rareview Capital LLC

Michael Sedacca, Portfolio Manager & Partner

212-447-7035 / msedacca@rareviewcapital.com 

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.