As a financial planning professional, you appreciate and believe that financial planning has the power to improve lives. Have you ever wondered how other caring professionals dispense advice, both technical and behavioral, for their clients’ benefit? If so, we invite you to participate in this interactive case study and round table discussion to share your wisdom as well as to hear from your peers.

During our time together:

  • You will have a chance to participate in a case study for our hypothetical client; Mark and Susan Case – a key focus/theme will be year-end tax and planning opportunities/strategies.
  • You will hear different perspectives and professional opinions on how to tackle complex (and not so complex) financial planning issues.
  • You will learn from other caring and professional planners on how to frame and deliver advice to the client in such a way that will prompt action.
  • You will hear about the tools and resources other planners utilize to provide sound recommendations to their clients.

We invite you to take advantage of this opportunity to collaborate with other professionals and deepen relationships within the FPA community.