Other Important Dates – Winter 2012

Benefits of Garrett Membership, Virtual Meetings
Offered bi-monthly. Hosted by Sheryl Garrett and Justin Nichols. Prospective members: This webinar will answer your most pressing questions. Click here for dates and registration details.

FPA Business Solutions, March 4-6, San Francisco, CA
This conference touches on the “theory and practice” of primary business management topics, helping you create a more efficient, profitable practice. Click here for more information.

CFP® Certification Exam, March 16-17 (Application Deadline: January 31)
The CFP® Certification Examination is designed to assess your ability to apply financial planning knowledge to real-life financial planning situations. By passing this exam, you demonstrate to the public that you are at the appropriate level of competency required to practice financial planning. Visit www.cfp.net for details.

FPA Retreat, May 5-8, Scottsdale, AZ
FPA Retreat 2012 provides opportunities to find your center – or voice – in meeting the challenging demands of an ever-changing market. Educational sessions with lively and uplifting conversations will be balanced by blending the art and science of financial planning with unique planner-focused events. Click here for more information.

NAPFA National Conference, May 8-11, Chicago, IL
This conference features the latest thinking on financial planning and investment strategy while providing insight into what is happening within the industry. NAPFA National helps Fee-Only financial planners build strong bridges with the industry, the organization, and with each other. Click here for or more information.