Best Practices for Financial Planners - Practitioner's Roundtable
Moderator - Tracy Lasecke, CFP®
 

Meeting Details:

Listen to professionals from three advisory firms discuss their best practices on important business issues ranging from developing new business, creating and enhancing client relationships by crafting a great client experience, working with other professional partners, hiring and retaining personnel, and otherwise building a great business!

This is not your ordinary “best practices” panel -- Tracy intends go deeper than panels typically do on this topic.

Panelists:
Joe Martin and Colin Higgins
Golub Group, LLC

James Knight
Vista Wealth Management

Moderator:
Tracy Lasecke, CFP®
Chief Executive Officer
Lasecke Weil Wealth Advisory Group, LLC
 

Advanced Registration:

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends December 6.

Note: You may continue to register after December 6 but you will be charged at-the-door pricing. Online registration closes December 8..

No refunds will be made after December 6.

At The Door Registration:
(Cash or Check)

$55 - FPA Members
$60 - FPA Non-members

No refunds will be made after December 6.

This Meeting Proudly Sponsored By
Partner's Mortgage