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Hosted by FPA of Tampa Bay

Keep In Touch (KIT) Event: Title Protection for Financial Planners

FPA believes financial planning is an essential profession that has an important impact on society. Those who practice this critical vocation, including FPA Members across the nation, are in a position to provide a positive, life-altering influence for their clients and their clients’ loved ones. But not everyone calling themselves a “financial planner” provides, or even offers, financial planning services.

You've been reading about it in the trade journals, now let's have a KIT devoted to the topic. KITs are a quick 30-minute conversation via ZOOM. This is an opportunity for you to learn about the issue and express what you think about the issue of title protection for financial planners.

Not up to speed on the issue, we've curated a couple of articles on the subject for your review.

Thursday, November 10, 2022
1:00 PM - 1:30 PM Eastern Time


Zoom Virtual Meeting Platform

Event ID  184