Join  the conversation with some of the brightest minds in the industry regarding the impact of ROBO-ADVISOR.


2 Sessions - Morning and Afternoon will include a point-counter point discussion with Janet Stanzak, CFP�, FPA National BOD President  & Cynthia Stephens, VP of ByAllAccounts, and a very engaging case study co-presented by Don St. Clair, CFP� and Debbie Grose, CFP�.

SESSION BREAKDOWN

Morning

Cynthia brings to the table her company's cutting edge research and her perspective on how on-line advisors are using BOLD-ROBUST back office solutions to compete for over 7 TRILLION dollars!

 

Janet understands the value of our profession and offers her insight on how ROBO-ADVISOR is a real time player and questions Is It a Friend or Foe?

 

Afternoon

If people can just go on-line and get investment advice, then what is our job?
Debbie Grose and Don St. Clair take on the most challenging questions in our profession. What is your worth as a CFP�?
Could you solve a puzzle where you CANNOT change the investments, but still have to get the clients t their goals?
Join all of us in a very unique case study that truly addresses the crossroads of  our industry. Don St Clair & Debbie Grose lead the discussion to discover how each of us views financial planning.
Event Information

There will be a delicious catered lunch, a raffle prize and much more!!!

 

SIGN UP TODAY!Special Pricing
Member$75
Non-Member$95
Students$20
Full Table (seats 8)$500
Special Block Pricing - Group of 4$240

 

Don't Wait - REGISTER NOW!!!


Don't miss this event!
When
Thursday, November 13, 2014
9:00am - 3:00pm
Where
CSUS Alumni Center
Sacramento, CA  95819
Thank You to Our Sponsors 
 
Level I Sponsors  

Level II Sponsors




CSUS FPA Student Chapter 

 

 
Raffle Donation 
Bryan Phipps, Forethought Law, PC
 

Catering By:  

 

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FPA of Northern California
P.O. Box 188293
Sacramento, CA 95818
Phone: (916) 443-4237
Email Us
The FPANC website is for professional use and informational purposes only. Do not rely on it for investment advice. Opinions expressed are solely those of the members and speakers and do not represent the views of the FPA or FPANC.