Excell Community
Excell Focus | Retirement Planning
May 24, 2022 @ 1:00 pm
Stay Prepared by Boosting Your Planning Prowess
As a financial advisor, your focus should always be on helping your clients find their path to true wealth through proper retirement planning.
But often your focus is likely pulled in a different direction – toward compliance or marketing or managing your website. And while you’re busy handling those other aspects of your business, your clients’ needs may change – maybe because of new legislation, uncertainty in the markets or something else.
Be prepared to handle whatever your clients face by joining us at Excell Focus | Retirement Planning on May 24 in New York City. You’ll also receive four hours of CE credit for attending. But space is limited, so reserve your spot today for free!
When: May 24, 2022, 1-5 p.m.
Where: Convene, 530 Fifth Avenue/Midtown East, New York
Cost: Free