A quarterly program to help bridge the gap between today's financial planning professionals
LEADERS and LEARNERS.
Please join us on Thursday, January 31st
from 5:30 pm to 7:30 pm
This quarter's discussion:
WORKING WITH AFFILIATED PROFESSIONALS
The forum will provide an opportunity for experienced professionals to share industry wisdom and insights with new planners and career changers. The event will be an open format that encourages interactive discussion between both generations of planners.
Facilitators for the Forum will be:
Michael P. Witzke, JD and Matthew A. Ferrara, JD
When registering, please indicate whether you will be participating as a
LEADER or LEARNER