Tuesday Morning Advisor Coffee: Improving Client Experience Through Communication
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
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Tuesday Morning Advisor Coffee: Goal Setting and Strategic Planning
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Monthly CE Webinar – CFP Board New Code of Ethics & Standards of Conduct
Join Managing Partner of Wealth Solutions, Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, CHFC®, RICP® along with Marguerita Cheng CFP® CEO Blue Ocean Global Wealth…