Financial Planning Lessons Learned in 2020 to Help You Succeed in 2021
It’s 2021, yes, that’s right! 2020 is finally over. What does that mean? Hear from experts as they discuss practical lessons from the effects of COVID-19, how to educate your clients on the value of financial planning in pandemic situations, and how you can find new ways to build relationships with your clients using digital tools. Pat Spencer, Managing Director of Moneytree Software, and a panel of three financial planning and investment professionals will discuss many topics to help you set a course for success in 2021!
Joining us in this panel
- Richard J. Buoncore, Managing Partner, MAI Capital Management, LLC
- Dickson Griswold, Senior Wealth Advisor, Frontier Wealth Management
- Barry Mendelson, Founder and CEO, Capital Market Consultants, Inc.
Register to join. Hosted on Zoom.
January 26, 2021, 2:00pm - 3:00pm