The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPA’s (MSCPA), Boston Estate Planning Council (BEPC) and the Trusts and Estates Consortium (TEC) groups to hosts its second annual inter-organizational networking event for members under the age of 40*. This is a great chance to meet some of Boston’s best up and coming CPA’s, estate planning attorneys, financial planners and other experts.
Regardless of your industry, we need to know when to bring in outside experts to support the relationship with our clients. Building these relationships now will not only make you look like an all-star in front of your clients, but these new relationships may even help you grow your business through referrals down the road. It’s a win win for all involved.
There are currently over 50 MSCPA, BEPC and TEC members signed up to the event. Registration is limited to 25 FPA members so be sure to sign up quickly!
When: Tuesday, June 5th from 5:30 pm – 8:30 pm
Where: Cinquencento located at 500 Harrison Ave, Boston, MA 02118
Cost: Free! Josh Gilbert from BMO Global Asset Management is sponsoring the event.
*This is not an age requirement, but since the FPA NexGen group was created for advisors under age 37, this event is geared toward a younger audience.
There are only 25 spots available! Please rsvp to email@example.com to reserve your spot.