LIFT Symposium

Designed for practicing professionals in the banking, insurance, accounting, investing and financial planning industries The LIFT Symposium will focus on contemporary issues in client management and relationships, professional practice management, and industry evolution. The purpose of the symposium is to address the needs of the NEXT GENERATION of financial advisors. The focus is on four contemporary issues: the role of social media in client recruiting and retention, financial planning FOR and BY women, the advisor’s practice succession planning, and the financial advisor’s role in meeting the non-financial needs of clients throughout their life, especially as they enter their new career called retirement.

$125 Registration Fee-
Cost includes: continental breakfast, CFP Board approved Ethics Exam Online, lunch and after-event networking.

CE credits available: a total of 6 CE credits are available for the conference [total includes a 2 hour online Ethics Exam]

Register at: http://chapters.onefpa.org/cinci/symposium/