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Upcoming Events

MIDWEST REGION: Northeast Ohio Local Group - Monthly Meetups

Jul 29 - Oct 28, (ET)
MIDWEST REGION: Michigan - Ann Arbor Monthly Meetup

Aug 7 - Dec 4, (ET)
WEST REGION: Denver Local Group Meetup Save the Date!

Aug 12, 01:00 PM - 02:00 PM (MT)
MIDWEST REGION: Minnesota Local Group Meetup

Aug 19, 09:00 AM - 10:30 AM (CT)
MIDWEST REGION: Central Ohio Local Group - Improving Your Client Experience

Aug 27, 03:30 PM - 04:30 PM (ET)

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Most Active Members

Andrew Altfest
Altfest Personal Wealth Management
New York, NY

2482 Points
Vidalia Cornwall
Tessara Wealth

1818 Points
Brian Pon
Apella Wealth

1472 Points
Nic Reed
Capstone Financial Advisors Inc.

784 Points

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