The first of these events was a great success — booked to capacity. The feedback from those that attended was very positive, so, we will continue to host these types of roundtable lunches throughout Fairfield County. Our next event on Wednesday, March 27, will be held at Prime One Eleven,
51 Monroe Turnpike, Trumbull, CT 06611,
Secrets of Success:
Everything you wanted to know about how successful advisors do business
but were afraid to ask.
This new lunchtime series of events for current and prospective FPA members will be an opportunity for advisors from around the region to meet and share ideas specifically about current practice management topics including:
-- Practice development
-- Business models
-- Fee trends
-- And more...
There will be no "presentation." Instead, these events will be held in a roundtable format moderated by Chuck Failla, CFP®, Director of Pro Bono & Public Awareness, FPA CT-Fairfield County. There will be a practice management topic chosen for each event and that topic will be the jump off point for the group to discuss. From that initial talking point, the conversation will then be free to evolve on to any and all practice management topics the group wishes to focus on.
We have found that one of the greatest benefits our members derive from belonging to FPA is the ability to meet with other advisors and share ideas...
Have you ever wondered how some advisors made the switch to fee only?
Are you curious about which Financial Planning software platforms work and which don't?
Interested in learning about how other advisors set their fee schedules?
Well, then, this will be an event for you!
These roundtable discussion groups are being organized by FPA CT-Fairfield, but any and all FPA members from any Chapter are welcome and encouraged to attend.
Non-FPA members are also welcome to attend one roundtable discussion. After that, they will be encouraged to join the FPA in order to attend future events.
Advance registration is required as seating is limited to the first 14 registrants.
Registration deadline: Monday, March 25 25th.
Registration fee is $15 (includes the cost of lunch).
For registration details, please click on "More Event Details" link below.