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Master List Of Financial Advisor Conferences For 2024-2025

FPA Of The Triangle 21st Annual Fall Symposium

Join the Financial Planning Association of the Triangle for its 21st Annual Fall Symposium. This year's event is centered around the theme of "Building the Foundation of Planning through Psychology" and will explore how through a deep understanding of human psychology, the next generation of financial planners can deploy a set of tools to help them effectively navigate the profession.

Price: $299-$349
Type: In Person
Content Focus: Behavioral Finance, General Planning, Practice Management
Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse
Organizer: Association
Meghaan Lurtz
Meghaan Lurtz

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

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