Register here for November 21st.
Launched in June 2021, Planner's Club is a monthly peer-to-peer roundtable where advisors connect to “talk shop”—dissecting redacted client plans, exploring the application of actual planning strategies, and sharing practical insights on practice management, client deliverables, tech, sales, and marketing. If you’ve ever had the thought “I wonder how other planners are dealing with this?”—then Planner’s Club is where you’ll get perspectives and different viewpoints.
Separate invitations are emailed to all members a month prior to the meeting. Information on topics and/or a case study are distributed a few days prior to each meeting.
The meetings are scheduled for the 3rd Friday of each month from 8:30 a.m. - 10:00 a.m. There is also an option to attend via zoom, which is selected during the registration process.
Location:
Sanctuary Wealth
3815 River Crossing Parkway, Suite 200
Indianapolis, IN 46240
For more information, or if you did not receive the meeting invitation, please contact Nick Rosebraugh.