Prospective clients are invited to an introductory workshop to gain a greater understanding of the possibilities your future holds and how our team can help you get there. We encourage you to come with your top-of-mind questions as this workshops is designed to be interactive and address what’s most important to you.
- The 30,000 Ft. Advisory Process
- Our methodology and how it applies to you
- Collaborative approach to your strategy
- Your specific questions and concerns
Date and Time
Wed, Jun 17, 2020
6:30p - 7:30p EST