Women’s Conversations That Close – LIVE with Carey Yukich
November 9 @ 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.
Speakers:
Carey Yukich | Co-Owner & Financial Planner at TrueWealth Advising Group, Inc
