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Latin@ Advisor Summit

September 26 |

Phoenix, AZ |

https://www.sersummits.com/

This inaugural one-day event is a pre-conference to the Financial Planning Association’s Annual Conference in Phoenix, AZ, and will serve as a gathering space for Latino/Latina professionals working in the financial advisory industry. The summit includes speakers covering topics ranging from building a personal brand to practice management as well as plenty of networking opportunities.

Price: $200

Type: In Person

Content Focus: Behavioral Finance, DE&I, General Planning, Practice Management

Channel: CFPs, Experienced Planner, Independent BD, RIA

Organizer: Private Organization

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