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Conversations That Close – LIVE with Mando Sallavanti

October 7 @ 1:00 pm - 1:30 pm

In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning.

Register for this session!

Speakers:


Mando Sallavanti | Founder & Financial Advisor at Freedom Path Wealth


Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca