Join us for an Excell Roundtable in Orlando

Join us for an Excell Roundtable on May 12 in Orlando. We’re bringing together 12 firm owners in your city to talk through what’s working at your firms, what isn’t, and what the future of our profession looks like in the Orlando community.

There is no cost to register, and we’ll provide the food and drinks. Scott Cadwell, Managing Director, Partner, & Wealth Advisor at Carson Wealth in Orlando will moderate the conversation.

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