San Diego, CA Registration details to come. Network with the brightest, and come away with new strategies you can apply immediately to positively impact your practice and client outcomes.
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Let’s Chat Finseca – How are you communicating with your clients about possible changes to federal tax policy and aligned planning opportunities?
April 9, 2021 @ 3:00 pm - 3:45 pm
Calling all client-facing members! If you miss coffee dates, happy hours, and running into people in the hallway, come join us for a highly interactive digital networking session. Bring a challenge, a win, and a beverage of your choice and take a moment to connect with your peers!
This week we’ll be discussing the question, “How are you communicating with your clients about possible changes to federal tax policy and aligned planning opportunities?”
WARNING To help keep this session highly interactive, we will cap attendance at 12 and highly encourage all participants to be on camera. If you have any questions about the format, please reach out to [email protected].
Time Zone for this event: ET
Have an immediate question? Contact [email protected]
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