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The Hive RI

650 Ten Rod Road

North Kingstown, RI 02852

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FPA of RI NexGen Coffee Hour

About this Event

What's up this month?

As we are coming off of an outstanding year for stock market returns, its normal for clients to take investment performance for granted. As their trusted advisors, how can we ensure we are grounding them in reality?

This money, we will discuss this along with other ideas from 'Kitces and Carl' podcast, episode 25: The Overconfident Conversation And Walking Clients Back From The Greed Ledge. Download the episode on your favorite podcast player, or read the transcript: https://www.kitces.com/blog/talking-clients-off-ledge-overconfident-greed-hot-market/.

Haven't attended a NexGen coffee hour yet? Interested in Financial Planning Association membership? Feel free to e-mail Mac with any questions.

When?

- Thursday, February 20th, 8:30 - 9:30 AM

Where?

- The Hive RI Co-working Space at the Mill at Lafayette

- 650 Ten Rod Road, North Kingstown, RI 02852

Date and Time

Location

The Hive RI

650 Ten Rod Road

North Kingstown, RI 02852

View Map

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