The CNBC Financial Advisor Summit: Vision 2022 is THIS WEDNESDAY!
Our Speakers Include: Douglas Boneparth, Bone Fide Wealth President Haley and Hanna Cavinder, Fresno State Basketball Players Gilbert Garcia, Garcia Hamilton & Associates Managing Partner Jeff Kotalik, Morgan Stanley Global Sports and Entertainment Director Jeffrey Levine, Buckingham Wealth Partners Chief Planning Officer Penny Pennington, Edward Jones Managing Partner Bradley Tusk, Tusk Ventures CEO and Co-Founder
PLUS, don't miss out on the opportunity to earn 5 CFP CE credits. Think a friend or colleague should receive this invitation? Please feel free to share the registration link above.
What key investment themes will the new year bring? How will client needs change as the world continues its return to pre-pandemic life? What new challenges await?
Don't miss the last Financial Advisor Summit of 2021 where we bring forward-thinking advisors together virtually to hear from industry heavyweights about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm.
For a look at the full agenda, click here. Terms of Service | Privacy Policy | CNBC Events Policy | Unsubscribe |
Senin, 06 Desember 2021
THIS WEDNESDAY: Register now for the CNBC Financial Advisor Summit
Langganan:
Posting Komentar (Atom)
Tidak ada komentar:
Posting Komentar