SOUTH REGION: North Texas Local Group Meet Up

SOUTH GROUP: North Texas Local Group meet up - save the date - July 16 

9:30 Breakfast & Networking
10:00 Speaker Phoebe Park with Syntropy Capital

Presentation - The Transition Clock: Why Starting Early Changes Everything

How financial planners can guide their business owner clients (and themselves) to an exit with confidence and clarity.

11:00 am Speaker TBA from Avantis Investors to discuss/educate on current market events; they will draw parallels to past events and provide narratives to reinforce the overall messages of keeping clients in their seats despite current market conditions

2 CFP®/NAPFA CE credits pending

For more information, visit the North Texas Local Group Community page.