Granted, I don’t have far to go … but I’m making the trek across Puget Sound on a ferry to join more than 2000 financial planning professionals in Seattle for the Financial Planning Association Annual Conference. I’ll arrive Saturday morning, Sept. 21, and stay through Sunday, September 22.
I’ll be attending some workshops and meeting advisors and financial marketing pros. You can find me at the CMG Capital Management Group Booth #930.
Good news. We’re going to have spectacular weather in Seattle this weekend. The usual low hanging clouds will give way to glorious sunshine and temperatures in the mid 70s on Saturday and 80s on Sunday. What’s to do in Seattle? See A Splendid Long Weekend in Seattle in The Wall Street Journal.
Follow the conference on Twitter at #FPABE. Get complimentary professional advice to improve your key business functions at this year’s annual conference. Business coaches will provide you with best practices in social media, marketing, technology, business planning, website development and human resources. See you at #FPA BE 2014. Mark Rose
- 50% of attendees
have 15 years
- 2000+ financial
- 60% of attending
RIAs have AUM
of $100MM or
- 100+ innovative