Financial Planning Professionals have multiple business model options. Your choice in business model involves the type of services you will provide your clients as well as your method of compensation. Is your business model right for you? Join in as fellow practitioners share their insights and experiences, discuss the pros and cons of different business models, and how they planning for the future.

About the Roundtable
As the financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.