- This event has passed.
March 2 @ 12:00 pm - 1:00 pm ESTFREE to AFCPE Members
Join us on Tuesday, March 2 to learn from a panel of private practitioners. Hear firsthand about the strategies they use for finding clients, the resources they find most effective, and the one thing they wished they had known before they started. You’ll also have the opportunity to ask questions of your own.
- Shay Cook, AFC®, FFC®
- Meghan Lape-Lefevre, AFC®, CFP®
- Dylan Ross, AFC®, CFP®
Ask us anything! The last 10 minutes of every monthly meet up is an opportunity to ask the Member Services team your questions and share your suggestions. This can be about the organization, a field topic, a knowledge gap you have, etc. If we don’t have the answer, we’ll work to find it. This part of the meet up will not be recorded.