FSI's National Conference is for independent financial services firm executives: CEOs, senior executives, managers, and employees of FSI members as well as prospective members. The over-arching objective of this conference is to discuss how the industry is changing and how that impacts the business of financial planning.
Content Focus: Advanced Planning, General Planning, Practice Management
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.