Industry Insights Event
Wed, Aug 14
|Freebird Kitchen & Bar
IMPORTANT NOTICE: This event has been cancelled due to an unforeseen scheduling conflict.
Time & Location
Aug 14, 2024, 5:00 PM – 6:30 PM
Freebird Kitchen & Bar, 161 Mamaroneck Ave, White Plains, NY 10601, USA
About The Event
IMPORTANT ANNOUNCEMENT:
Unfortunately, we have had to cancell this event due to an unforeseen scheduling conflict. Please note that our next Industry Insights event will be held on Wednesday, September 18, 5:00pm to 6:30pm, at Ron Blacks Beer Hall, 181 Mamaroneck Avenue, White Plains.
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Please join us for our next free "Industry Insights" event on Wednesday, August 14th, at Freebird Kitchen & Bar in White Plains. This gathering is intended to bring together financial advisors in our geographic region on a monthly basis to exchange ideas on practice management topics.
The format will be roundtable and topics to be discussed will be selected by consensus of the participants. Potential topics could include technology, compliance, succession planning, fee structure, human resources, upcoming legislative changes, high level client situations, and any other subject that you'd like learn more about or might have some expertise on that you can share with your…