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.


December 2021 - No Meeting

Upcoming 2022 Study Groups:

January 20

February 24

March 17

April 21

May 26

June 16

July 21

August 25

September 15

October 20

November 10