As professionals in this field, we are not just passionate about helping families manage their day to day finances. We want our clients to get out of debt, build their savings, plan for retirement, college, family planning, make smart financial decisions, and even start to build wealth; however, there currently is a marketplace gap for financial planning services for individuals and families that are ready for the next step of their personal finance journey, but do not have the income or wealth to retain a financial advisor. How can we, the AFCPE Community at large, work together to bridge that gap?

Join us on August 9th at 1pm ET for a conversation led by Bill Hines, AFC® and Katrina J. Kourkoutis, CFP® AFC® MBA on how financial planners can provide their services, in collaboration with AFCs and other professionals, at an affordable rate to clients and build a successful referral network with our CFP® colleagues?

This event will not be recorded.

Not approved for CEU/Experience Hours