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Master List Of Financial Advisor Conferences For 2023-2024

FPA Of Houston Annual Symposium

This year's symposium brings leading experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management. Registered attendees can choose to join virtually or in person.

Price: 169-229
Type: Hybrid
Content Focus: Estate Planning, General Planning, Investment, Practice Management, Retirement, Tax Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Jeffrey Levine
Jeffrey Levine

*SECURE Act 2.0

*Estate Planning for the Merely Affluent

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