Focus on the Future of Financial Planning at FPA Retreat

thomas-frey

Futurist Thomas Frey, a keynote speaker, suggests planners take advantage of the ‘untethered marketplace’.

Since its inception in 2000, the FPA Retreat has always been sui generis: It is as much a gathering of like-minded financial planners who draw strength from communing with each other as it is an educational conference.

 

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