FPA of Northeast Ohio's Annual Symposium is an excellent opportunity for education and networking with other financial professionals in Northeast OH. FPA events are for financial professionals from all areas and designations. The 2021 Symposium will be offered both in-person and virtually.
Content Focus: General Planning, Practice Management, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Independent BD, RIA
*Kitces Research on What Makes Financial Planning More Efficient
*Tax Efficient Withdrawal Strategies in Retirement
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