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Financial Firm Tour – May 2018
May 2, 2018 @ 2:00 pm - 4:00 pm
Overview:
Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own?
If you’ve ever asked yourself any of these questions, the FPA of Silicon Valley has arranged RIA tours again this year to give chapter members an inside look into successful firms. Each firm has graciously offered to open up their offices and their staff to share their experiences. Come prepared with questions!
Our first Financial Firm Tour of 2018 will be hosted by United Capital in Los Altos. Firm tours are offered to FPA members only. They are a great way to learn about different RIAs and their best practices as well as get your questions answered. Firm tours are not only popular with new advisors but also with seasoned advisors interested in learning about other firms.
Cost:
$10 per person. FPA members only as space is limited. Register here.
If you are interested in joining FPA, please contact Member Services at 800-322-4237 option 2, or memberservices@onefpa.org. Or, you may click here for information about benefits and here to join online. Be sure to choose Silicon Valley as your chapter upon joining.