Roundtable Discussion Group

Financial Planning Association Roundtable
Making Life Easier with Technology

June and July 2013 Roundtable Lunch Meetings are in the works
Date: Thursday, July 19th 
Time: 11:30 – 1:00
Place: Federal Reserve Building (same as regular meetings)
524 Liberty Parkway
Vestavia Hills, AL 35242
Lunch: $10/person can pay online at
RSVP to Pat Morris at by July 13th
Please be prepared to discuss the following and bring your own technology questions:

  • How are you using technology…
  • To prospect?
  • To gather / analyze financial information?
  • Continually update, monitor and trade customer accounts?
  • Poll / Survey your customers?
  • To manager your customer base?
  • Manage inter-office communication, to-dos and client notes?
  • Document, Document, Document for compliance?
  • To have an engaging website?
  • To work fewer hours or work remotely?

Please contact Todd Talbot at with questions.
Roundtable discussions do not qualify for CE.


The roundtable is intended to be an open forum discussion.  While no formal presentation will be made, information about industry trends and a list of resources will be provided at the meeting.  Please come prepared to share thoughts and ideas about the topic

Please contact Todd Talbot with any questions.