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�.
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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?
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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.
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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 |
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