Wednesday, September 18, 2024

WESTWOOD CLUB: Registration/Networking from 3:30 pm followed by presentations from 4:00 pm - 6:00 pm

REGISTER

Please register by Wednesday, September 11th

 

4:00 PM

Topic: A Leader's Guide to Succession Planning

Speaker:  Armand Leaks, RIA Relationship Manager

Capital Group/American Funds

1 CFP CE Credit Approved

 

5:00 PM

Topic: 7 Things No One Tells You About Retirement

Speaker:  Sean Gustin, Regional Advisor Consultant, Independent Advisor Division,

Columbia Threadneedle

1 CFP CE Credit Approved

 

Thank you to our Meeting Sponsors