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Concurrent Session Onsite and Online

PFP2308. Fan the Flames: Grow Your Practice By Understanding the Needs of the FIRE Community

Followers of FIRE (financial independence, retire early) principals are often assumed by the financial industry to be financially naive. As such, they are often dismissed and even ridiculed by financial professionals who "know better." Understand the powerful principles practiced by this community, the pain points they face that lead them to seek financial advice, and how by embracing this community and understanding their needs you can grow your practice.

Learning Objectives:

  • Differentiate FIRE myths from reality.
  • Understand how you can help those early on the path to FIRE.
  • Understand how you can help those approaching financial independence and considering retirement.
  • Understand the tax planning implications of FIRE and how they differ from traditional financial planning considerations.
CPE Credits
NASBA Field of Study
Specialized Knowledge
0-2 years in the Profession
Advanced Preparation
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