Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2024-2025
FPA Of San Diego 2022 Symposium
This year's Symposium includes speakers on IRA planning, estate planning, practice management, investments, and more!
Price: 95-120
Type: In Person
Content Focus: Estate Planning, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Independent BD, RIA
Organizer: Association
Speaker:
Jeffrey Levine
Topic:
*10 Critical Errors Advisors Must Avoid
*Estate Planning Themes for 2022 and Beyond
