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Goals-Based Financial Planning with The Five-Minute Financial Plan™

January 17 @ 1:30 pm - 2:30 pm

Kendrick Wakeman and Joel Bruckenstein will give their point of view about why all Advisors must provide some kind of financial plan/ planning to their customers or they will get left behind. We will then demonstrate The Five-Minute Financial Plan™ inside of Insight.

Details

Date:
January 17
Time:
1:30 pm - 2:30 pm
Event Category:
Registration:
https://event.on24.com/wcc/r/1885386/F12DBD1BD74147F2978A439DCBB8D573

Organizer

Orion Advisor Services

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