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FPA of Michigan Event
EDUCATION, EXPERIENCE, NETWORKING ... oh my!!
Open to Financial Planners, Attorneys, CPA's,
Insurance Professionals and Mortgage Planners |
Join us for a no-cost
Collaborative Case Study Experience
DATES*
Tuesday, May 11th - Review and discussion of client situation
Tuesday, May 18th - Presentation and discussion of suitable solutions
Tuesday, May 25th - Recommendations and presentation to client
*PLEASE NOTE: If you would like to participate,
we ask that you commit to all three dates
8:00 am to 10:00 am
LOCATION
TBD by geography of participants
Gain 6 CFP, CPA or Insurance CE** credits for FREE **CE credits pending approval |
