Join the Discussions

Chapter Study Group

Meet with other professionals via Zoom for a friendly roundtable discussion of current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses. Once you register, you will receive Zoom information. And prior to the meeting, you will receive an agenda and articles for you to review that will be discussed.

We welcome and encourage you to submit interesting topics and case scenarios for discussion. Please forward your submissions to Brian Ephraim.

Upcoming Dates:

January 21 – Register Here

February 18 – Register Here

Time: 2:00 – 3:30 PM
Location: Via Zoom

For more information, contact Brian Ephraim

NexGen Study Group

Are you entering the Financial Planning Profession? Join us for the new NexGen Study Group! Whether you’d like to get to know others in the profession, strengthen your knowledge, or find an answer to a specific question, this group is for you. There is no cost to attend.

Upcoming Dates:

Time: 7:30 – 8:30 AM
Location: Via Zoom

For more information, contact Leslie Rea