August 8 breakfast meeting



Upcoming Meetings

  • September 19– This special breakfast meeting will be a presentation on the new Code and Standards by a member of CFP Board’s Standards Resource Commission and CFP Board's General Counsel
  • November 14– Conducting a Proper Client Needs Analysis and LTC Insurance: Is it still a viable solution? The State of the Industry
  • October 30 - 11th Annual Financial "Four"um, DoubleTree Cranberry 8 am - 5 pm
  • December 12– Foundations – How They Can Help Your Business



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