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Veteran lobbyist Duane Thompson will provide FPA PAC supporters with a preview of what the November 5th election will mean for the profession.
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Join us for an insightful and empowering panel discussion that delves into women's unique experiences, challenges, and triumphs in the financial advisory sector.
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- Non-member - $29
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As your partner in planning, FPA wants to ensure you're able to make the most of your membership.
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Jason Co is a first generation Chinese American, who is fluent in Mandarin and Cantonese, and is applying his multilingual skills, life experience as an immigrant and financial expertise to help Asian American millennials reach their financial goals.
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- Non-member - $29
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In celebration of Pride Month, Knowledge Circle host Jim Marrocco, CFA, CFP® will moderate a discussion group.
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- Non-member - $29
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Includes Credits
This session provides investment professionals and investors with a deep dive into the unique challenges for LGBTQ investors and identifying ways that LGBTQ investors can empower themselves financially using a seven step plan.
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- Non-member - $49
- Member - $29
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During the May FPA Latino Knowledge Circle we will discuss the ups and down of RIA ownership with a panel of three experienced Latino RIA owners
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- Non-member - $29
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