Exclusive Influencer Only Call: with Steve Parrish & Abbe F. Large

Even well-designed financial plans can fail when research, documentation, or execution falls short. Steve Parrish, Professor of Practice at The American College of Financial Services, joins us to discuss recent real-world planning missteps and the lessons they hold for advanced planners. He’ll be joined by Abbe F. Large, Managing Director at Lenox Advisors, who will share perspective from the field on how top advisors are working to avoid these costly mistakes.

Click here to register for this influencer-only webinar!