CFP® Certificant Connections Coming to Seattle, Portland, San Francisco Bay Area, September 11-13, 2017

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CFP® Certificant Connections Coming to Seattle, Portland, San Francisco Bay Area, September 11-13, 2017

Aug 23, 2017

CFP® Certification Connections are heading to Seattle, Portland and the San Francisco Bay Area from September 11-13, 2017.  These free, town hall-style events provide an opportunity for CFP® professionals and other CFP Board stakeholders to engage in two-way dialogue with CFP Board’s leadership. 

Charlie Fitzgerald, III, CFP®, member of CFP Board’s Board of Directors, and Kevin R. Keller, CAE, CFP Board CEO, will share updates on the latest developments at CFP Board and engage attendees in discussion about issues of importance to the financial planning profession. Most importantly, the event is designed to give CFP Board a chance to listen to you and your colleagues.

Please make plans to attend, and encourage your colleagues to join us at these important meetings.

SEATTLE
Monday, September 11, 2017
8:00 – 9:30 a.m.
Learn more and register

PORTLAND 
Monday, September 11, 2016
5:30 – 7:00 p.m.
Learn more and register

DOWNTOWN SAN FRANCISCO
Wednesday, September 13, 2017
8:00 – 9:30 a.m.
Learn more and register

EAST BAY/SAN FRANCISCO
Wednesday, September 13, 2017
5:30 – 7:00 p.m.
Learn more and Register

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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