Omega Group

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The Omega Group is a Study Group of like minded financial planners and industry leaders who share a desire to explore planning and practice management concepts that will lead to the betterment of their individual practices and the industry at large. The Omega Group has a global perspective with active members from North America, Europe, Latin America and Asia.

They hold regular meetings in parallel with NAPFA and FPA meetings. The most recent was help at the PIMCO Offices in Newport Beach during the Financial Planning Association Conference in Anaheim, CA October 2009.

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