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Posted by FP Transitions on May 22, 2020
My First Virtual Conference!
I had been looking forward to attending the Investment News Women Advisor Summit, but when an in-person event was no longer an option I was excited when Investment News did the ultimate pivot and changed their all-day onsite Summit to a virtual...
Posted by FP Transitions on October 19, 2018
FPA Annual Recap : Elevating the Profession
The last few years I’ve been unable to attend the FPA annual conference due to personal commitments. It was great to be back on site for this year’s event in Chicago.
The Future of the Industry
As an Official Sponsor of the Next Generation, we are...
Posted by FP Transitions on September 28, 2018
NexGen Update from the San Diego FPA Chapter Symposium
Earlier this month, I attended the San Diego chapter FPA Symposium. Along with case studies and market information, there were presentations on program updates for the next generation of advisors. I thought it was especially relevant to hear about...
Posted by FP Transitions on May 24, 2018
NAPFA National Conference 2018 - Recap
Last week, FP Transitions attended the NAPFA Spring Conference in Phoenix, Arizona which wrapped up on Saturday. Thank you to all the clients and visitors who stopped by to visit with us. We always love hearing your questions, stories, and plans.
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Posted by FP Transitions on May 4, 2018
FPA Retreat 2018 - Recap
Last week, FP Transitions attended the FPA Retreat in Phoenix, AZ. We want to say a big thank you to all our clients and the visitors who stopped by to talk with us. We had a wonderful time speaking with new business owners, exiting advisors, and...