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Forging the Future of Wealth Management
August 16, 2023 @ 4:30 am - 6:00 pm
We are excited to present Forging the Future of Wealth Management. This event is built to help advisors sharpen their edge and gain a stronger vision for how to maximize their value as we move into the future of our industry.
Industry experts and authors Daniel Crosby, Ph.D, Tim Maurer, CFP and Jud Mackrill will walk through key trends around how you can unlock tangible success for your clients, your business and your professional journey.
Save your spot and we will see you on August 16.