The FPA CT-Fairfield County Chapter continues to look for opportunities for advisors who are new to our profession to learn from their peers. To help you overcome late summer doldrums, we will be hosting our next FREE NexGen+ After Hours event on Wednesday, August 16th, 5:30pm to 7:00pm, at Brother Jimmy's Barbeque in Stamford. After a half hour of networking, we'll dive right into the program.
How can you successfully market against robo-advisors? Michael T. Lee, an advisor and principal with Investmark Advisory Group, will address this question and much more. He will help us understand what's behind them, how (and whether) we should use them in our practices, and how to sell against them.
Michael has over 18 years of financial services experience and is a frequent guest and contributor to the Fox Business Television Network and has been featured on Bloomberg News and TheStreet.com speaking about both the financial markets and financial planning.
This event is intended to support the next generation of financial planners. By next generation, we mean not only those that fall into the typical NexGen age group, but also CFP® students, new planners, and career transitionists of all ages... and we welcome more seasoned planners, allied professionals and educators who wish to connect with this group.
We hope you can join us for this free event which is an opportunity - no matter your age or experience - to grow your network, to learn business success strategies, to discover new ways to market yourself and/or your practice, and to make meaningful connections.
RSVP by Monday, August 14, by contacting
Lori Somerville, at 877-777-0600 or firstname.lastname@example.org.