9:00 am - 9:45 am Tuesday Morning Advisor Coffee November 2, 2021 @ 9:00 am - 9:45 am CDT Tuesday Morning Advisor Coffee Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
9:00 am - 9:45 am Tuesday Morning Advisor Coffee November 16, 2021 @ 9:00 am - 9:45 am CST Tuesday Morning Advisor Coffee Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
1:00 pm - 3:00 pm Monthly CE Webinar – CFP Board New Code of Ethics & Standards of Conduct November 23, 2021 @ 1:00 pm - 3:00 pm CST 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…
November 23, 2021 @ 1:00 pm - 3:00 pm CST Monthly CE Webinar – CFP Board New Code of Ethics & Standards of Conduct