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Author: Bob Veres

FPA Rising

In a couple of weeks, I’m going to be flying to Seattle to attend the Financial Planning Association’s 2022 national conference—my first in six or seven years.  Back then, I moved around from session to session to session, taking copious notes of everything that was said, and came back with… nothing.  There was nothing in the notes that was worth reporting to my audience.  The most important insight I came away with was how many attendees were complaining about the poor quality of the presentations and the overall lack of organization that was everywhere visible at the conference. That sums…

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