Industry Insights & Journal of Financial Planning Discussion Group
Wed, Jun 12
|Freebird Kitchen & Bar
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.
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…