Hello Fellow FPA Philly Members!
One of my favorite things about FPA events is the networking and 'talking shop' with other planners. Since we can't do that right now, I invite you to join me for a virtual meeting to talk about client communication and reports or anything else you have on your mind.
I enjoyed our last 'shop talk' about technology and have already implemented a new software into my business that another planner recommended.
We hope to have more of these informal discussions during these trying times, so let me know if there are other topics you're interested in.
I look forward to some great conversation and hopefully learning some new things.
Best,
Jim McGowan
Immediate Past President, FPA Philadelphia Tri-State Area Chapter
jmcgowan@marshallfinancial.com