Connect With Me
×

Please contact your Firm's Group Admin


IAR CE is only available if your organization contracts with Kitces.com for the credit.
Please contact your firm's group administrator to enable this feature.
If you do not know who your group administrator is you may contact [email protected]

Master List Of Financial Advisor Conferences For 2023-2024

FPA Of The Triangle 21st Annual Fall Symposium

Join the Financial Planning Association of the Triangle for its 21st Annual Fall Symposium. This event traditionally includes sessions on a wide range of topics, from investments and insurance to retirement planning and the state of the economy.

Price: TBD
Type: In Person
Content Focus: Academic, Advanced Planning, Behavioral Finance, FinTech, General Planning, Investment, Practice Management, Retirement, Risk/Insurance Planning, Tax Planning
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association
Meghaan Lurtz
Speaker:
Meghaan Lurtz
Topic:

*Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement

Back to All Conferences