Instead, these events will be held in a roundtable format. There will be a practice management topic chosen for each event and that topic will be the jump off point for the group to discuss. From that initial talking point, the conversation will then be free to evolve on to any and all practice management topics the group wishes to focus on.

Due to the nature of the roundtable format, these discussion groups will be limited to the first 14 registrants. 

This roundtable discussion will be moderated by FPA CT-Fairfield County board member Chuck Failla, CFP®.

We have found that one of the greatest benefits our members derive from belonging to FPA is the ability to meet with other advisors and share ideas...

 

Have you ever wondered how some advisors made the switch to fee only? Are you curious about which Financial Planning software platforms work and which don't?

 

Well, then, this will be an event for you!

 

These roundtable discussion groups are being organized by FPA CT-Fairfield, but any and all FPA members from any Chapter are welcome and encouraged to attend.