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Evaluation

Breakout Session

Educational Breakout Sessions | Block 5

Evolution of the Profession

Thursday, September 28, 2023
11:00 AM – 12:00 PM MST
Location: PCC: North 127
Join us for a moderated discussion that will explore where the profession has been, how that has led us to where we are today, and the challenges and opportunities that face us. A lot has happened over the past 50 years to get us to where we are today. This is an opportunity to celebrate our collective work to date. And it is an opportunity to set our sights and our intentions on the future of our amazing profession. Come with your questions and your curiosity about how you will contribute to the future evolution of the financial planning profession.

If you have not read A Concise History of the Financial Planning Profession from the September 2016 issue of the Journal of Financial Planning, consider doing so before attending this session!