Continuing Conversations: Practitioners Unite! Sharing Resources and Best Practices

Every Financial Counselor and Coach has developed best practices for working with their clients and managing their business. From gathering client information, to choosing the best technology and software, and everything in between, this is not something that can be figured out overnight.

Join us on Thursday, August 26th at noon ET to meet other professionals and share trade secrets. Come share with each other your best practices, what has worked, what hasn’t worked, systems used and more!

This event will not be recorded

Non-CEU/Experience Hour Opportunity

Noon ET