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Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Events
2023 EVENTS
LIVE
Day 1: 8:00 AM - 5:00 PM
Day 2: 8:00 AM - 3:00 PM
CalCon East
August 24, 2023 - Philadelphia, PA
CalCon West
September 20, 2023 - Salt Lake City, UT
Leap Forum
November 7-8, 2023 - Orlando, FL
VIRTUAL
10:00 - 3: 00 PM EST
1 hour lunch break at 12:00
Foundations Workshop
June 27, 2023
Foundations Workshop
Fall, 2023
WEBINARS
12:00 - 1:00 PM EST
Software Lab
June 14, 2023
Practice Development
June 23, 2023
Software Lab
August 9, 2023
Software Lab
September 13, 2023
Practice Development
September 29, 2023
Software Lab
October 25, 2023
Software Lab
November 29, 2023
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