Virtual Planning – FPA DFW Seminar
Casey Kupper, CFP® joins Hannah Moore, CFP® for the February FPA DFW You’re a Financial Planner Now What Seminar Series. Casey and Hannah discuss how Virtual Planning is being used now and how it will impact the profession. “The emotional intelligence.. I haven’t been to any conference where that has been talked about in the virtual world. Certainly that is a place that will get attention in the coming years.” Thanks to everyone that came out and many thanks to the kind folks at Cadent Capital for hosting us! Katie Brewer, CFP® Good Financial Cents Brittney Castro, CFP® Lauren Greutman | Helping you enjoy life on a budget THE VIRTUAL ADVISOR By XY Planning Network Bob Veres – Inside Information The CFP Board Spring 2017 Public Awareness Campaign Ads RightCapital: Financial Planning Software Sophia Bera, CFP® Kitces.com – Advancing Knowledge in Financial Planning FPA Retreat 2017 FPA NexGen Gathering YAFPNW – Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II FinCon: Where Money and Media Meet
