Event Calendar
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Hosted by  FPA Connecticut

Virtual Secrets of Success Advisor Roundtables

Are you a financial advisor in the North East? Do you like to "talk shop" with other advisors? Then you will not want to miss our next "Secrets of Success" virtual roundtable!
*IMPORTANT NOTE: This event is open only to people currently working as financial advisors

This Zoom event is free for FPA members AND non-members throughout the North East. So... grab a sandwich, log on and join us!    This is a great opportunity for advisors from around the region to share ideas specifically about current practice management topics including:
-- Technology
-- Compliance
-- Practice development
-- HR
-- Business models
-- Fee trends
-- And more

There will be no "presentation"… Instead, this event will be held in a roundtable format.  There will be a practice management topic chosen for each event and that topic will be the jumping off point for the group to discuss.  From that initial topic, the conversation will then be free to evolve on to any and all practice management areas the group wishes to focus on.  
This roundtable discussion will be moderated by FPA CT board member: Chuck Failla, CFP®. Biography for Moderator Chuck Failla, CFP®

Registration will in September

Wednesday, September 20, 2023
12:00 PM - 1:00 PM


Your Computer via Zoom

Registration Fee