Join us for Happy Hour at the beautiful Spanish Hills Country Club.
Vendors/Sponsors and Advisors, are you ready to come out to meet and greet other Financial Professionals after being cooped up in the house for over two years due to COVID?
Join us for food & refreshments and networking. Bring business cards to exchange with others and for some fun activities!
Professional role
C-Suite
Lead Financial Planner
Tax Planner
Estate Planner
Operations
Marketing & Communications
Compliance
Academic/Faculty
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career