12
Dec
CHAPTER MEETING - Improving the Client Experience: Best Practices in Advisor Tech
Panel: Daniel Tripp, CFP®, Associate Financial Planner, Redwood Grove Wealth Management LLC / Daria Victorov, CFP®, Partner, Financial Advisor, Abacus Wealth Partners / Jesse Pence, CFP®, Partner, [...]
12
Dec
HOLIDAY RECEPTION MIXER
The FPASF Board would like to invite you to join us for a Holiday Reception just after our December chapter meeting. Enjoy generous appetizers and [...]
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