Industry Insights & Journal of Financial Planning Discussion Group

We are pleased to announce that our next free "Industry Insights" event will be held virtually on Wednesday, April 10th, via Zoom. This event 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 April issue:

Serving Clients with Cognitive Decline

Adapt or Die: Serving the Next Generation of Clients

Click here for articles.

Registration Deadline: Tuesday, April 9th

Please note that we’ll be sending the link to participate the day prior to the event.

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.

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.