FPAOC Study Group

At the Chapter Study Group, all are invited to join the roundtable discussion of current financial planning topics, case studies, practice management ideas, and other topics that help us grow professionally.

Registrants will receive Zoom meeting information. We welcome and encourage you to submit interesting topics and case scenarios for discussion.
Please forward your submissions to Brian Ephraim.

Register for the upcoming Study Group now and mark your calendar for the rest of the year! Prior to the meeting, you will receive the applicable materials. We ask that these be reviewed in advance of the meeting.

Upcoming 2022 Study Groups:

October 20

November 10