The annual Visions in Planning (VIP) Conference provides members and guests with financial planning educational presentations affording them the opportunity to gain knowledge and fulfill continuing education requirements to maintain their certifications. The VIP Conference provided 6 presentation sessions to approximately 30 attendees.
Geographies
Not indicated
Dates
Jan 1, 2023 – Dec 31, 2023
Source
990
No causes provided
No populations provided
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Financial Planning Educational Luncheons
Monthly luncheon meetings provide members and guests with financial planning educational presentations affording them the opportunity to gain knowledge and fulfill continuing education requirements to maintain their certifications. The association hosted monthly luncheon meetings serving approximately 30 attendees per meeting.
Geographies
Not indicated
Dates
Jan 1, 2023 – Dec 31, 2023
Source
990
No causes provided
No populations provided
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Financial Planning Program Development
Promote the profession of financial planning at the University of Memphis through the support of a faculty endowment, career & internship fairs, and assisting in the development of a financial planning program for student undergraduates.