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Financial Planning Roundtable: Financial Planning & the Art of Implementation
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10/12/2017
When: October 12
11:30 AM - 1:30 PM
Where: Maggiano's Willow Bend
6001 West Park Blvd.
Portofino Room
Plano, TX  75093
United States
Contact: Melisa Hall
972-747-0407


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FPA Roundtable Luncheon

 

Financial Planning and the Art of Implementation

 


FPA DFW invites you to the annual Roundtable event which is held each year during Financial Planning Week.  This event is limited to 30 attendees and will fill up quickly.  Reserve your spot today!

 

From assumptions, to deliverables, to implementation strategies, we all provide financial planning services, but in different and creative ways.  
Join us to find out:

  • What default assumptions are you using to build your financial plans?
  • What does your data gathering process look like?
  • How are you successfully developing and delivering the financial plan to your clients?
  • Last but not least, how do you ensure that the recommendations that you make are followed through on?

The panel will be moderated by FPA DFW Public Relations Director, Crystal Billing, CFP®.  Discussion will follow a lunch at the roundtable.  Panelists will present their approaches and we will follow with a Q&A period.  Take this opportunity to tap into the most creative minds in financial planning.

 

Our Guest Panelists

JoAnne Galbraith, CFP® - Carter Advisory Services

Thomas Murphy, CFP®, AIF® - Murphy & Sylvest

Tara Scottino, CFP® - True North Advisors, LLC

Christie Williams, CFP® - Lee Financial Corporation

 

 

Cost:  $30.00  FPA members / $40 non-Members
Includes buffet lunch.  Online registration is required and space is limited.

 



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