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Wed, Jun 12


Freebird Kitchen & Bar

Industry Insights & Journal of Financial Planning Discussion Group

Please join us for our Industry Insights event, a new way to connect, learn & network with financial advisors in our region! June's gathering to be held at Freebird Kitchen & Bar in White Plains includes group discussion of recently published JFP articles.

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Industry Insights & Journal of Financial Planning Discussion Group
Industry Insights & Journal of Financial Planning Discussion Group

Time & Location

Jun 12, 2024, 5:00 PM – 6:30 PM

Freebird Kitchen & Bar, 161 Mamaroneck Ave, White Plains, NY 10601, USA

About The Event

We are pleased to announce that our next free "Industry Insights" event will be held in person on Wednesday, June 12th, at Freebird Kitchen & Bar in White Plains. 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 articles published in the June issue of the Journal of Financial Planning.

Is it Time for Individual Investors to Look beyond the Traditional 60/40 Porfolio? p28

How to Incorporate ESG Investing into Your Practice p48

An Eight-Step Framework to AUTOMATE p64

Guaranteed Income and Optimal Retirement Glide Paths p74

Click here for articles.

Registration Deadline: Tuesday, June 11th


Weitz Investment Management, Inc.

Joe Merlo, Regional Director – East Division 

Cell (732) 272-8786

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.

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