The Forum for CPA Financial Planning Practitioners

Join us for an exciting in-person event in Melbourne, Florida. This is a unique opportunity for CPA financial planning practitioners to come together, share insights, and network with industry peers. Don’t miss out on engaging discussions, informative sessions, and valuable networking opportunities.

Let us know what you want to discuss and we’ll include it in the agenda.

6 Hours Technical Business CPE

Date and time

Thursday, October 17th, 10am – 4pm

Location

Live via Zoom, or in-person at our offices in Melbourne, Florida

Cost

NO COST for friends of our firm.

Topics

  • Best Practices for Growing a Wealth Advisory Firm
  • Compliance Update for State and SEC-registered Firms
  • Investment Advisory Tools – Ycharts and GeoWealth
  • Behavioral Finance for Investment Advisors

Agenda

Thursday, October 17th, 2024

  • 10AM – 4PM Live Online via Zoom