Your clients trust you with their financial security – make sure you’re advising them with the best information available.
The Personal Financial Planning Conference Series is designed to give you comprehensive insight into the issues and trends that are reshaping local, regional, and global markets.
Attendees get access to two virtual sessions with Anirban Basu, CEO of Sage Policy Group and renowned local economist, featuring updates on the current economic climate and where the data suggests we’re headed. Then, join us for the 35th Personal Financial Planners Conference for a full day of instruction on key issues your clients are facing.
You’ll leave with practical takeaways to help your clients, along with the economic context and understanding you need to prepare them for the future.