As we’ve said before, May is a busy month for conferences and events. Leading off the month is FPA Retreat 2011 held May 3-6 in Bonita Springs, Fla.
If you register for Retreat by Friday, March 25, you’ll save $100 off the regular conference registration.
Bill will be involved in two sessions at the event. First, he will moderate a session on Wednesday titled Social Media – It Isn’t About Where You Ate Last Night featuring panelists Rick Kahler, CFP®, Tim Maurer, CFP®, and Carl Richards, CFP®.
Then on Thursday, he’ll be introducing a new presentation titled Cultivating Clients in a Connected World where he will address the changes advisers must make to their financial planning services in response to today’s connected world. Here’s the description of his new presentation, for which 1.5 CFP® CE credits have been applied:
Your clients and prospects are communicating and connecting in new ways. Are you ready to engage them? The Information Age is evolving into an era where smart phones, cloud computing and social networks are transforming the way we live and work. But these new technologies can also reveal planning opportunities for your clients if you know where to look. Gain insight on cultivating client relationships in ways that never existed before.
Consider adding FPA Retreat 2011 to your schedule and plan to benefit from this one-of-a-kind advanced financial planning conference.
