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Master List Of Financial Advisor Conferences For 2024-2025

FPA of Northeast Florida Annual Symposium

FPA of Northeast Florida's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Northeast FL. From veteran advisors to those new to the profession, attendees will benefit from this ideal mix of learning, engaging with peers, and networking. Advisors can gain new insights and take back ideas they can put into practice right away.

Price: 55-65
Type: In Person
Content Focus: General Planning, Investment, Practice Management, Retirement
Channel: CFPs, Independent BD, RIA
Organizer: Association
Derek Tharp
Speaker:
Derek Tharp
Topic:

*How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
*Rethinking Monte Carlo Results for Better Client Conversations

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