Financial Planning Professionals Roundtable
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Virtual
1.00 Credits
Member Price $0.00
Overview
Join us for our Financial Planning Professionals Roundtable!
The Financial Planning Professionals Roundtable brings together CPAs, CFPs, CFS, and folks working in the Financial Planning space to learn, share best practices, and stay ahead of industry trends. Covering key areas of Personal Financial Planning (PFP)—including retirement, estate, risk management, and investment planning—this group provides a collaborative space to exchange insights and navigate evolving regulations. Whether you're looking to deepen your expertise or connect with like-minded professionals, this network offers valuable opportunities for growth and success
CPE credit: In order to verify your attendance, you must log into Zoom with the same email address you used to register for this event. This email address should also be linked to your MassCPAs profile. To review or update your account, please click here.
If you have any questions, contact Melissa and MNystedt@masscpas.org
Member Price $0.00