- Career Development
- FPA Advocacy
October 16-18 2019
FPA Annual Conference in Minneapolis, MN
Save $200 if you sign up by July 26
Click here to Register!
November 6, 2019 – 11:15am-2:00pm—RHCC *LUNCH*
“Underserved, High Value Markets: Women and Next Gen”
Presented by: Jackie Wilke, Advisory Practices Consultant at First Trust
Sponsored by: Signet Mortgage – – Clay Selland
The growing influence of female and next generation investors continues to disrupt the financial services industry in the form of asset attrition risk. Future-focused advisors and teams are building practices aimed at acquiring new clients within these segments, while solidifying multi-generational relationships with their current clients’ spouses and families. This presentation gives you their processes and strategies to solidify your value and build your client base for generations to come.
Choose from 1000’s of Financial Planners, all of whom adhere to FPA’s Code Of Ethics.Go
The Financial Planning Association of the East Bay Chapter exists to help our members serve their clients through the financial planning process. Learn more…