Advancing Knowledge in Financial Planning
The FPA of the Triangle hosts an annual symposium in Raleigh that is geared towards financial advisors, students, aspiring financial planners, and those in associated professions. The symposium is an all-day event full of networking, learning, and more. The theme for 2025 is "The Evolved Advisor", and will include a wide variety of sessions with topics including behavioral finance, digital assets, P&C insurance trends, and communicating with clients.
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