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Master List Of Financial Advisor Conferences For 2020-2021

FPA of North Alabama Symposium – Virtual

Symposium: Bridge to the Future is an online conference for financial planners offering up to 6 hours CFP CE. Topics include cash flow planning, mastering the first impression and US political and economic update from Bob Stein. Four presentations are offered on Thursday, Sept. 17 and CFP Ethics is Friday, Sept. 18.

Price: $65-$95
Content Focus: Advanced Planning, General Planning, Investment
Channel: Bank Trust, CFPs, Experienced Planner, Independent BD, Insurance, RIA, Wirehouse
Organizer: Association
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content as it's released.

 

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!​