The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPAs, Boston Estate Planning Council, the Trusts and Estates Consortium and the Boston Bar Association to hosts its third annual inter-organizational networking event. The intended audience of this event is for members under the age of 40 and it is a great chance to meet some of Boston’s best up and coming CPAs, 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.
This event quickly reached maximum capacity last year. The RSVP limit for the Financial Planning Association is 25, so be sure to sign up soon. We hope to see you there!
When: Thursday, June 6th from 5:30 pm – 8:30 pm
Where: Central Wharf located at 160 Milk St, Boston, MA 02110
Cost: The event is free thanks to BMO Global Asset Management and Russell Investments for sponsoring the event!