Financial professionals are trying to figure out exactly what types of advice consumers are most likely to seek.
The Society of Financial Service Professionals’ 2014 Clinic (www.financialpro.org/clinic ) takes place on August 14-15 in Orlando, Florida. Advisors can save $100 off the already low registration fee by registering for the meeting by July 15, 2014.
This year’s Clinic addresses the biggest emerging market for financial service professionals in decades: boomer retirement. The topics selected by FSP’s Professional Development Committee reflect what boomers need to know or have expressed concern about when they think about retirement, such as:
investing for elderly clients, working effectively with widows, asset protection for seniors, advanced Social Security planning, and others.
The Clinic also features two panel discussions geared for younger professionals. In “Lessons in Growing a Practice,” advisors with relatively few years in the business will discuss what they do and what they learned that has helped them to success. In “Winding Down Your Practice,” young professionals will hear what experienced advisors who are leaving the business look for in young advisors who want to move up.
To save $100, register by July 15 online at www.financialpro.org/clinic or call 800-392-6900 (M-F, 9:00 am – 4:30 pm ET)
Founded in 1928, the Society of Financial Service Professionals is the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisers. The Society has approximately 13,000 members, each of whom holds one or more of the following recognized financial service credentials: AEP® CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU, CTFA, Enrolled Actuary, JD, MSFS/MSM, REBC®, RHU®, Graduate Degrees in Financial Services. Active in 160 Chapters nationwide, Society members assist the public in their efforts to achieve personal and business-related financial goals.