FPA Women & Finance Summit

Panelist at the Women & Finance Summit

The Financial Planning Association had a great conference last week in Nashville. If you were there, we hope you found the sessions informative and you took home a lot of great ideas.

It was fun seeing many of our current and former clients, as well as having the opportunity to provide one-on-one marketing help to quite a few planners and advisors who had signed up to meet with us. And I especially enjoyed being a panelist for the Women & Finance Knowledge Circle Summit, along with Jill Addison and Sarah Dale.

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