With this being the focus, it doesn’t matter what umbrella or business model you are a member of.
If you have a passion for financial planning or are inexperienced in the profession and are wanting to learn from real world case studies, this is for you!
Separate invitations are emailed to all members a month prior to the meeting. The case study is then sent out to everyone who has registered a day or two prior to the gathering.
In 2022, the meetings are scheduled for the 3rd Friday of each month from 8:30 a.m. - 10:00 a.m., in Carmel, Indiana.