Continuing our Joint Annual April Gathering Tradition...
Continuing Supporting Teamwork...
Continuing Cross Discipline Connections and Networking...
Our Collaborative Case Study Event
and
A joint leadership task force has planned a fun and useful morning for our estate and financial planners.
Utilizing a case study prepared in advance and some client conundrums to resolve, we will work in teams, at your breakfast table.
Task Force members will use a Mentimeter feedback response tool that everyone in the room can view, all will share their "Aha" moments and innovative solutions. We will call out the most unique or intriguing ones for further dialogue and fun exploration.
Time permitting, we'll tackle the next conundrum.
Join us.
Experience the best of what we can learn from each other.
Event Format: Small Teams attack an Estate Planning Problem Together
Date: Wed, April 17, 2024
Time: 7:30 am to 9 am (check in opens at 7 am)
Cost: $45 for all attendees
1 hour of pre-approved CFP(R) CE credit will be applied for.
Tip: Be sure to note your most apt professional discipline when you register, as we will be creating multi disciplinary teams in advance.
Prepare to meet some new professionals!
Huge THANK YOU to the Program's Sponsor
