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 STUDY GROUP MEETING _____________________________
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Description:
Are you ready to tackle practice management and technical planning topics in a small group of your financial planning peers? Our monthly study group is for you! You get round table discussions about best practices, regulation changes impacting our industry, and a place to discuss financial planning case studies. In February, we ‘ll start with a discussion on the Secure Act 2.0 and it’s planning implications. Depending upon the interests of the group, we will also include discussion about the most recent behavioral finance article in the Journal of Financial Planning. Plus, bring your issues, from practice management to client strategies for discussion. The FPA Northern California study group is a collaborative discussion on areas of interest to the group. Let’s work together to develop topics, relationships, and networking to make us the best financial planners. ___________________________________
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