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

for articles.Click here