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Fpa events are for financial professionals from all areas and designations.
Financial planning networking events. Fpa of maryland s symposium is an excellent opportunity for education and networking with other financial professionals in maryland and surrounding areas. Networking events can be uncomfortable for everyone involved but there are several ways to use these opportunities to your advantage. Be prepared to talk about yourself and your business. World financial planning live global event live australian time thursday 8 october at 1am aedt or 14 00 coordinated universal time utc the global financial planning profession comes together on world financial planning day to help raise awareness of the value of financial planning.
Napfa member networking opportunities. Financial planners who already have cfp certification or a similar educational designation or a master s in financial planning who don t really care about networking and are simply looking for more advanced conference content that really digs deeper. Genesis napfa genesis is a peer to peer networking group designed to encourage professional growth and development among napfa members and affiliates. There are no minimums required to get started as a client.
Conferences napfa conferences are high intensity events packed with educational programs keynote sessions delivered by industry thought leaders and opportunities to network and share with your peers. Financial planning conferences and events for advisors december 5 6 2019 san francisco ca the digital transformation of the wealth management industry is happening quickly. Adelaide careers in financial planning networking event thursday 2 april 6 00pm to 8 00pm your health and safety are our top priority and in light of the evolving situation around the coronavirus covid 19 the fpa has postponed this event to august september 2020. The xy planning network includes more than 500 certified financial planners cfps who specialize in financial planning for millennials.
Advisors in the xy planning network are fee only which means they do not accept commissions referral fees or kickbacks. This conference is best for advisors in a technical support e g central planning department paraplanner associate planner or client facing role who want to sharpen their technical planning skills and strategies. Plan ahead and do not miss the presentation by michael kitces.
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