Knowledge Circle Summit Precon - Sunday October 1, 2017 in Nashville, TN

Sunday, October 1, 2017

Sunday, October 1, 2017
Knowledge Circle Summit – 10:00 am – 4:00 pm

Let’s kick off the FPA 2017 Knowledge Circle Summit preconference in Nashville with an in-depth case study analysis. Attendees will work together in roundtables to explore and define best practices within the framework of various specializations: Retirement Planning, Estate Planning, Tax Planning, etc. Materials will be provided to attendees prior to the Summit with guidance on how best to break down the study. Implementable takeaways and findings will be gathered and shared with attendees.

This year’s Summit attendees will be happy to note the emphasis on peer-to-peer learning through conversation, shared findings and a focus on providing participant planners a prime opportunity to network during our 60 minute lunch, various breaks and our Knowledge Circle Summit reception.

The afternoon sessions will showcase how to advance the profession sessions - Academic, Industry and through Best Practices.  What can you do to improve your situation and the profession as a whole?

Don’t miss this yearly in-person event! Meet the Knowledge Circle Hosts, mingle with Knowledge Circle members and find out what all the buzz around these peer-to-peer learning groups is about.


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Christine Walsh
(303) 867-7131