December 2022 Conversation Circle - Genesis: Am I Ready to Start My Own Firm?

Conversation Circle Information

No matter where you began your career journey, taking that next step to hang out your own shingle can be daunting. Join us for a wide-ranging conversation to tackle some of these big issues, hear from voices at every step of the process, and have your burning questions answered.

Summary

Availability:

Retired

Cost:

FREE

Credit Offered:

No Credit Offered

Create Account

Recommended

2024-2025 Self-Report: CLASSROOM/WEB

30 NAPFA CE

FREE

2024-2025 Self-Report: 2-CE ETHICS COURSE

2 NAPFA CE

FREE

2024-2025 Self-Report: PRO BONO (up to 4 CEs per cycle)

4 NAPFA CE

FREE

2024-2025 Self-Report: TEACHING/PRESENTING (up to 8 CEs per cycle)

8 NAPFA CE

FREE

2024-2025 Self-Report: READING (up to 8 CEs per cycle)

8 NAPFA CE

FREE

2024-2025 Self-Report: WRITING (up to 8 CEs per cycle)

2 NAPFA CE

FREE

The Future of Charitable Giving: Tax-Efficient Strategies and OBBBA Impacts

Multiple Credits

$0.00 - $19.00

Beyond Investments: How Advisors Are Growing AUM with Holistic Planning

1 NAPFA CE

$0.00 - $19.00

Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients

Multiple Credits

$0.00 - $19.00

Breaking the Burnout Cycle

1 NAPFA CE

$39.00 - $59.00