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?
Interested in learning about how other advisors set their fee schedules?
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.
Non-FPA members are also welcome to attend one roundtable discussion. After that, they will be encouraged to join the FPA in order to attend future events.