Wednesday, December 1, 2021 from 7:30 AM to 9:00 AM PST
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This is an online event.


Krysta Patterson
FPA of the East Bay
(925) 778-1165

FPA East Bay Chapter ZOOM Meeting 12/1/21

Saundra Davis and Dave Yeske will talk about how financial advisors and clients communicate and share accountability in their relationship. They will discuss methods for connecting planning and action. They will share their findings on best practices to improve accountability with clients and planners. Zoom Link will be included in the confirmation

Registration is closed. This event has already been held.