FPA New Jersey Fall Conference: Planning From the Inside Out

Save the date: Meet our yearly award winners, as we welcome Roy Diliberto, ChFC, CFP®, "One of the Most Influential People in the Financial Planning Profession"
 
MONTCLAIR, N.J. - June 8, 2016 - PRLog -- UPPER MONTCLAIR, NJ The Financial Planning Association of New Jersey (FPANJ) has announced the date and preliminary details for its Fall  Conference, on Thursday, October 20 at the Renaissance Woodbridge Hotel in Iselin, New Jersey. Check-in begins at 7 a.m., and programs will follow from 8:30  a.m. - 5 p.m. Full details, like early bird registration and programming, will follow shortly.

We're especially excited to welcome keynote speaker Roy Diliberto, ChFC, CFP®, named as one of Investment Advisor Magazine's "25 Most Influential People in the Financial Planning Profession."

Diliberto is Founder/Senior Planner of RTD Financial Advisors, Inc. He will speak on "Planning from the Inside Out". While most planners are well-trained on the quantitative (exterior) aspects of financial planning, Diliberto directs our attention to the very important qualitative (interior) information required to serve clients' needs.

Financial Planning Magazine also recently named him to the "Movers and Shakers" hall of fame, and he is the 2015 recipient of the Financial Planning Association's P. Kemp Fain, Jr award. This award recognizes an individual who has made outstanding contributions to the financial planning profession. Diliberto was also named as one of 15 Transformational Advisers in 2013 for his approach to behavioral finance.

"We're excited to have Roy speak at Fall Conference," said FPANJ President-Elect Diane DeOliveira. "We've been seeing the trend in educating advisers on a holistic approach to working with their clients, including their psychology of dealing with money and investments. I feel this will further enhance our abilities to meet our clients' needs in an ever-changing market."

The Fall Conference is also the event where we recognize excellence in our members through awards for Lifetime Achievement, Heart of Financial Planning, and volunteerism for the FPANJ chapter.

As always, media are encouraged to join, with every accommodation given to meet with our speakers upon request. It's also a fantastic opportunity to mingle with about 200 financial professionals who can provide excellent resources to you on industry topics. This conference has previously drawn attendees from more than 100 cities throughout New Jersey and many other states.

Please request media credentials by contacting FPANJ at MediaContact@fpanj.org.

ABOUT FPA of New Jersey and FPA:

Financial Planning Association of New Jersey (fpanj.org) is part of The Financial Planning Association® (FPA®). FPA connects those who need, support and deliver professional financial planning. FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.

The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.OneFPA.org or call 800.322.4237.For more information about FPA of New Jersey, visit http://www.fpanj.org.
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Tags:Financial Planning, Retirement, Behavioral Finance
Industry:Financial
Location:Montclair - New Jersey - United States
Subject:Events
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