Speakers:Diane MacPhee, V+4p: Vision Feeds Planning, Process, People, & Profits
Bill McManus, 8,000 Days of Retirement
Brett Danko, Behavioral Finance
John Grable and Kristy Archuleta, What's Going on With your Clients: Insights from the Lab
Vanguard, Fixed Income Landscape
Continuing Education Credit: 5.5 CFP® CE's
Simulcast Fees: Member & non-member - $50.00; Students - $30 with promo code (must be requested from Susan Green, sgreen@wescott.com)
Lunch to be provided at the site.
Deadline to register: Monday, April 22