Upcoming Forum: Year End Planning for Your Clients

RoundTableJoin us on Thursday, October 10th for this quarter’s Generation Next RoundTable Forum.  The topic for this roundtable is Year End Planning:  Best practices for conducting year end planning for your clients.

The forum will provide an opportunity for experienced professionals to share industry wisdom and insights with new planers and career changers.  The event will be an open format that encourages interactive discussion between both generations of planners.

When:  Thursday, October 10th
Time:  6:00 pm to 8:00 pm
Location:  Offices of Center for Financial Planning in Southfield
To register, please click here.

Generation Next RoundTable Forum … a quarterly discussion to help bridge the gap between today’s financial planning professionals
LEADERS (> = 10 years’ experience)
and
LEARNERS (< = 10 years’ experience)

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