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.

 

FPAOC Home Page

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.
June 17
July 15
August 12
September 16
October 21
November 18
December - No Meeting