Financial Planning Standards Council (FPSC) has announced details for its fourth annual Financial Planning Vision 2020 Symposium, which will be held November 20 as part of Financial Planning Week.
“Enduring Challenges, Fresh Opportunities”, this year’s theme for the full-day gathering, will bring together financial planning and industry professionals, government, regulators and other stakeholders to discuss key issues, challenge old ways of thinking and explore new ideas integral to Vision 2020. Registration is now open.
“This year’s Financial Planning Vision 2020 Symposium will cast a fresh look at some of the enduring issues that have stood in the way of financial planning,” says Cary List, president & CEO, FPSC. “Our lineup of sessions and stellar speakers draws as always on diverse perspectives, experience and research and will provoke new thinking and challenge some current assumptions.”
This year’s keynote speaker Seth Mattison, an internationally renowned generationalist, will share insights on strengthening relationships with four generations of clients.
FPSC will announce further updates in the months ahead. See the agenda and further details at the Financial Planning Week Website.