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NexGen Firm Tours
September 26, 2019 @ 4:30 pm - 6:00 pm
FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a waitlist.
Overview:
Topic: Have you ever wondered…
What various roles are available within an RIA?
If there was another way to run your financial planning practice?
Whether you need to have a broker-dealer affiliation?
About the challenges of joining an ensemble firm versus starting your own?
If you’ve ever asked yourself any of these questions, the FPA Silicon Valley chapter NexGen group has scheduled a “Firm Tour” with two firms to help answer those questions plus any others you may have. We are opening this event to members and non-members.
Speaker: Ballast Point Financial Planning & Main Street Financial Planning.
Location: Main Street Financial Planning, 340 Lorton Ave, Suite 215, Burlingame, CA 94401
Date/Time: Thursday, September 26, 2019, 4:30 – 6:00 pm