FPA gets fast start in Anaheim with pre-event program for wirehouse execs and other non-members
Two-day program draws well for non-prime time of Friday-Saturday in LA suburb
Related Moves
FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors
Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs
August 2, 2019 at 12:48 AM
Investment & Wealth Institute
Association
Top Executive: Sean Walters
Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO