Under the Trees: Continuing the Conversation.
Green table cloths and palm trees denote an Under the Trees table. The following topics are available during lunch today:
1. NexGen Business Models
2. OneFPA Network
3. Financial Planning for the Financial Planner
4. Diversity & Culture in the Profession Among Our Clients
5. Longevity Issues Impacting Us and Our Clients
6. Succession Planning - What's Working? What's Not?
7. Working with Clients in Divorce
8. Caregiver Stories & Tips
9. FPA's New Strategic Learning Initiatives
Have an idea for another topic? Find the Under the Trees board and add your name and topic. Fellow attendees will vote by placing colored dots on the topics they are most interested in and the top 5 will be added to the list above and designated at a table during lunch with a green table cloth and inflatable palm tree.