Center Planner Matt Chope recently traveled to Texas to attend a Raymond James Regional Conference. Matt returned with a full plate of ideas and information to share with Center team members. According to him, “Attending the conference gave me a chance to sit with industry experts for 3 days and learn about the latest nuances in many areas of financial planning for 2012.”
- Listening to some of the best money managers in the business share ideas about where the economy is headed and the state of the investment environment.
- Social security experts presented ideas on the best strategies to incorporate for clients (hint hint: signing up isn’t as easy as it sounds so talk to a financial planning CFP(r) specialist first).
- Introduction of new developments in technology that foster effective use of data and help create efficient resources to serve the needs of clients. At The Center, this will mean state-of-the-art changes that will help us better plan for our clients’ futures.
Matt came back energized and excited to share what he learned with his counterparts at The Center. Luckily, he did not come back saying “y’all.”