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All Events

October 18 - October 21, 2023

NAPFA Fall Conference

Event

Marcus Hagood

Mallory Boutin, MBA

We've partnered with NAPFA to offer Members an exclusively structured and priced FP Transitions Equity Management Solutions®️ program. Our mission is to transform practices into thriving businesses through concierge consulting in areas of compensation design, entity structure, succession planning, growth consulting and more. Make sure to stop by Booth for a one-on-one consultation!

October 11 - October 14, 2023

Commonwealth

Event

Kem Taylor, CBEC

Parker Trelstad

October 6 - October 6, 2023

FPA NE (Nebraska)

Event

Scott Leak, CFP®, Senior Consultant

October 4 - October 6, 2023

WIFS - Women in Insurance & Financial Services

Event

Kem Taylor, CBEC®

October 2 - October 4, 2023

Sigma Parkland National Conference Vision 2023

Event

Scott Leak, CFP®

October 2 - October 4, 2023

Fearless Investing Summit

Event

Greg Drozdow

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