Attend FPA Business Solutions 2012, the quintessential conference on practice management, to stay current on the latest practice management and financial planning technology trends. The conference promises unparalleled education on practice optimization, marketing, portfolio management and technology.
Industry thought-leaders Spenser Segal, AIFA®, and Brian Hamburger, JD, CRCP, AIFA®, will headline the conference as general session speakers.
Segal, CEO of ActiFi Inc., will open the conference with a presentation on driving tangible business results through technology and process improvements. He'll discuss how to assess your needs and how technology might help you solve those needs, as well as specific steps required to effectively implement new technology solutions.
Hamburger, founder of the Hamburger Law Firm and MarketCounsel, will close FPA Business Solutions 2012 with a discussion on the current regulatory climate of the financial planning profession. Gain clarity on new and proposed laws, rules and regulations and identify business opportunities in the midst of regulatory change.
Additional education sessions will be conducted by Dan Allison, president of Feedback Marketing Group; Tracy Beckes of Tracy Beckes and Associates; Stephanie Bogan, CEO of Quantuvis Consulting; Eric Clarke, president of Orion Advisor Services; Angie Herbers, president of Angie Herbers Inc.; Rebecca Pomering, CEO of Moss Adams Wealth Advisors; Sam Richter, senior vice president of ActiFi; and many more.
Seats are limited, so reserve your spot today. Visit www.FPASolutions.org for program details and registration information.
