The Building Blocks for Sustainability - Roundtable
Webinar
Scott Leak, CFP®, CEPA® - Director of Business Development & Senior Consultant
Eric Godes - SVP, Senior Consultant
Siena Halpin - Senior Analyst
June 5, 2024
FPA New England
Event
Kem Taylor, CBEC®
Our esteemed colleague, Kem Taylor, CBEC®, will be delivering a presentation on Succession Planning for advisors at FPA New England. This chapter is dedicated to promoting the importance of financial planning and advancing the profession throughout New England.
June 4 - June 6, 2024
INSITE®2024
Event
Andrew Town
This year, the INSITE agenda is filled with interactive sessions designed to keep you engaged and energized. Join Andrew Town during his panel presentation discussing how to "Redefine Your Future with Strategic Business Consulting." Prepare to enhance your skills, broaden your network, and explore the future of the wealth management industry.
May 8 - May 11, 2024
NAPFA Spring
Event
Marcus Hagood
Mallory Boutin, MBA
Dive into a comprehensive educational experience that covers a wide range of planning topics, offering in-depth insights into the latest industry and regulatory trends. Develop a deeper understanding of NAPFA and its unwavering commitment to advocating for consumer protection and fiduciary standards. Expand your knowledge by engaging with the expertise of prominent figures in financial planning, economics, and investments.
May 6 - May 9, 2024
SFA
Event
Andrew Town
Seth Davis
This industry event offers a great opportunity to connect with advisors and firm leaders, boosting your brand's visibility. Showcase your latest products and services to make a lasting impression. SFA offers shared services to a group of companies committed to empowering independent financial advisors.
