In-person event

You’ve Been a Financial Planner, Now What? Hosted by FPA DFW

Lee Financial (Dallas)

You've Been a Financial Planner, Now What?


Are you a financial planner who is looking to make important decisions about their career trajectory? Join us for a panel discussion where we will be exploring various mid-career decisions that financial planners face. Our panelists will discuss topics such as starting your own firm, accepting partnership, and other important career decisions. This is a great opportunity to gain insights from experienced professionals who have navigated these decisions successfully. Don't miss out on this informative and engaging discussion. 

This is a complimentary event for all FPA DFW members - space is limited. Lunch will be provided.

Send your RSVP to careerdevelopment@fpadfw.org

Topic
Practice Management
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career