Local Advisor Speaks At National Conference In Baltimore
Local Certified Financial Planner receives exposure at the national level
Bill Simonet CFP®, AIF® of Simonet Financial Group, LLC spoke at the national Financial Planners Association Business and Education Conference in Baltimore, Maryland last week. He gave several mini talks about what he calls the “C.A.R.E. Concept,” which introduces planning and marketing approaches that appeal to the next generation of financial planning clients.
Simonet also participated in the CNBC Next Generation Round Table, hosted by CNBC Money Editor, Jim Pavia, where they discussed media matters related to millennial financial planners. If you missed these discussions, you can view them on their website or social media accounts.
Bill will be speaking on September 29, 2016, to the Student Chapter of the National Association of Black Accountants at Texas State University at 5:00 PM on the topic of wealth management. The public is invited to attend this educational and informative lecture.
In addition to speaking for local events, Simonet is organizing the Austin Planner’s Conference scheduled for October 19, from 8AM to 4:30PM. For more information about Simonet Financial Group, LLC please visit http://www.simonetfinancial.com/. To register for the Austin Planners Conference, please visit http://chapters.onefpa.org/austin/.
About Simonet Financial Group, LLC
Simonet Financial Group, LLC was founded by Bill Simonet, CFP®, AIF® with the clear purpose of bringing clarity and confidence in our clients’ lives by bringing their financial goals into focus. We serve as an advocate, advisor, and coach to help motivate our clients to take the financial steps necessary to live life freely.
As a Fee-Only Registered Investment Adviser, Simonet Financial Group, LLC is committed to the fiduciary standard of putting our clients’ interests first. We provide full disclosure and clear pricing so our clients are never left in the dark.
About Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER ™ (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 24,000 members with One Connection ™ with tools and resources for professional education, business success, advocacy and community, FPA is the indispensable force in the advancement of today’s CFP® professional. Learn more about FPA at OneFPA.org and follow on Twitter at twitter.com/fpassociation.
