Your partner in planning for 25 years!



Symposium & Sponsor Exp

  • Tuesday, October 22, 2024
  • 8:00 AM - 5:00 PM
  • Sonesta Charlotte Executive Park



FPA of Charlotte will host its Annual Symposium on October 22 at the Sonesta Charlotte Executive Hotel.

KEYNOTE SPEAKER:

RIA M&A Guru David DeVoe, Founder and CEO of DeVoe and Company

Also on the agenda:

Estate Planning Panel
The Winthrop Poll
Digital Assets
 and more!

PRICING:
Members - $405
Nonmembers - $504
Students - $45

CONTINUING EDUCATION:
We will apply for CFP CE and INS CE as appropriate.

REGISTER


FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036 

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