Ashley Attends Educational Forum, 03/17/2017

Financial Advisor Ashley Ott attends 2017 FPA MA Half Day Program

Ashley attended a half-day educational forum hosted by MFS Investment Management and the Financial Planning Association of Massachusetts. 

The association, a chapter of the Financial Planning Association™, is a professional organization focused on professional development and education of financial planning professionals.

The Half Day Program has three speakers each addressing different aspects of the industry. The first speaker talked about finding your niche client. The second speaker, a fixed income portfolio manager at MFS Investment Management, provided a fixed income market update. Lastly, a marketing optimization manager on Morningstar's Behavioral Insights Team discussed the importance of understanding behavioral finance.

As a FPA member, Ashley has access to continuing education programs to always keep up-to-date on the latest changes in the industry.