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 http://www.fpana.org/Payment.html
RSVP to Pat Morris at email@example.com by July 13th
Please be prepared to discuss the following and bring your own technology questions:
Please contact Todd Talbot at Talbot.Todd@Principal.com 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.