November 12, 2019 - Best Practices Group Meeting
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This practice management educational event is brought to you by the Best Practices Group of the FPA of NJ.

 Export to Your Calendar 11/12/2019
When: Tuesday, November 12, 2019
5:45 PM - 8:00 PM
Where: MassMutual Tri State
186 Wood Avenue South
Lower level of the building - Please Follow signs.
Iselin, New Jersey  08830
United States


Online registration is available until: 11/12/2019
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Topic:     Fee Models:  The good, the bad and the ugly

 

Description:

 

This program will enable the participants to understand some of the different fee models currently in use among FPANJ members, what services are provided, and the pros and cons of each.  The discussion will cover what kind of conflicts of interest might occur with these fee models and what strategies can be utilized to mitigate and disclose those conflicts. Consumer publications often push clients towards a particular fee model, but how do clients really feel about fees? What is the regulatory history surrounding various fee models and how have they dealt with retainers?

 

Moderator:

  • Christopher Robbins of Financial Advisor Magazine

Panelists: 

  • Ken Ashka of TFS Wealth Management
  • Peter McKenna CFP®, MBA of Modera Wealth Management
  • Ashleigh Swayze, Esq., of Swayze LLC (tentative)
  • Kaya Ladejobi CFP® of Earn Into Wealth

 

Sponsored By:

 

 

Fees:

FPANJ Member - $10

Non-Member - $20


Cancellation Policy: ALL cancellations must be made 72 hours prior to the event. Any cancellations made within the 72 hour period of the event unfortunately can NOT be refunded.

 

Credits: There are no credits available for this meeting.

 

Light dinner & refreshments will be available.

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