Advancing Knowledge in Financial Planning
This year's PFP Summit will be held in person and will include sessions on a wide variety of areas relevant for firms of all sizes, including transitions advisors and their clients are going through, how to develop a successful internship program, niche practices, and a panel of next generation firm owners discussing the succession planning process.
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.