You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Virtual Planning – FPA DFW Seminar

February 23, 2017

Casey Kupper, CFP® joins Hannah Moore, CFP® for the February FPA DFW You’re a Financial Planner Now What Seminar Series. Casey and Hannah discuss how Virtual Planning is being used now and how it will impact the profession.
 
“The emotional intelligence.. I haven’t been to any conference where that has been talked about in the virtual world. Certainly that is a place that will get attention in the coming years.”
 
Thanks to everyone that came out and many thanks to the kind folks at Cadent Capital for hosting us!
 
Katie Brewer, CFP®
Good Financial Cents
Brittney Castro, CFP®
Lauren Greutman | Helping you enjoy life on a budget
THE VIRTUAL ADVISOR By XY Planning Network
Bob Veres – Inside Information
The CFP Board Spring 2017 Public Awareness Campaign Ads
RightCapital: Financial Planning Software
Sophia Bera, CFP®
Kitces.com – Advancing Knowledge in Financial Planning
FPA Retreat 2017
FPA NexGen Gathering
YAFPNW – Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II
FinCon: Where Money and Media Meet