The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPAs, Boston Estate Planning Council and the Trusts and Estates Consortium to host its fifth annual (and second virtual!) 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 facilitated networking event will utilize Zoom breakout rooms so you have the chance to meet several professionals outside of your industry and learn about their personal and professional background.
When: There will be two sessions. One on June 10th from 9 am ET – 10 am ET and one on June 10th from 4 pm ET – 5 pm ET. You are invited to join one or both of these sessions!