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FPA Houston Advisor Exchange (Diversity/Inclusion)
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6/4/2019
When: June 4
11:30 - 1:00
Where: 920 Memorial City Way
1st Floor Conference Rm
Houston, Texas  77024
United States
Contact: FPA Houston
713-518-1785


Online registration is closed.
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FPA Houston Advisor Exchange

 

ONLINE REGISTRATION IS NOW CLOSED FOR THIS EVENT

 

 

Advisor Exchange is designed for anyone who is interested in discussing financial planning topics amongst peers in a more intimate group setting. Similar to a study group environment, Advisor Exchange offers an opportunity to go beyond the monthly chapter meeting and participate in deeper conversations about the topics that you care to discuss.

 

Topic for June: Diversity/Inclusion

 

A candid conversation about diversity and inclusion.  Where we've been, where we are, and where we're going.  Exploration of existing barriers, and impact-oriented strategies to build an inclusive financial planning community with opportunity and access for the widest spectrum of people.  This event does not offer CE.

 

 

 

 

 

Registration cost includes lunch from Corner Bakery

 

 

FPA Members:  $10   I     Non-Members:  $20

 

 
Future Dates & Topics of Discussion

 

September 10:  Behavioral Finance

October 15:  Regulatory Updates / Fiduciary

November 19:  Next Generation of Planners and Clients

 

 

 


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