Tuesdays@2:00 with FPAOC
FPAOC members, check in and join us as we share and strategize in today’s turbulent environment. From client communications to business strategy to possible opportunities that may pop up, we welcome your questions and comments.
- What are your clients asking?
- What language and advice is most useful at a time of uncertainty and volatility?
- What are best practices for financial planners?
We will be meeting for at least the next four Tuesdays via Zoom. Jared Tanimoto, CFP®, Founder and President of Ascent Wealth and FPAOC President-Elect, will host our first Tuesday.
Register below to RSVP and receive the link. We look forward to seeing you Tuesday on Zoom!