IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]
Master List Of Financial Advisor Conferences For 2023-2024
FPA of Charlotte's Annual Symposium offers informative content for advisors at any point in their careers. This year's Symposium includes sessions on tax planning, healthcare planning, cryptocurrencies, and ESG investing, among other topics!
Type: In Person
Content Focus: General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: Bank Trust, CFPs, Independent BD, Insurance, RIA, Wirehouse
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.