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Brought to you by the FPA Latino Knowledge Circle: Struggling to find and convert the right prospects? Join us for an action-packed webinar, “How to Generate More Prospects and Convert Most of Them.”
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In this session guest speaker Catalina Franco-Cicero will provide financial planning tips tailored to meet the Latino community's unique needs and cultural nuances.
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- Non-member - $29
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Join us for a thought-provoking panel discussion on the challenges faced by individuals who are the first in their families to secure high-paying jobs or have created their own wealth.
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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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Curious about what money coaching is and how it can help your clients?
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Many of the recommendations financial advisors make to their clients have tax implications.
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- Non-member - $29
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Please join us for the September FPA DEI Learning Series call presented by the FPA Latino Knowledge Circle.
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- Non-member - $29
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Join the FPA Latino Knowledge Circle for their June presentation where they will be joined by guest speaker Anna N'Jie Konte who will be presenting, "Serving your Communidad while Creating a Thriving Business."
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- Non-member - $29
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Knowledge Circle hosts Diana Yanez, Louis Barajas and Maria Castillo Dominguez will share their advisor experience in the industry and their experience working with Latino clients.
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