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Advisor Panel Discussion on Business Practices

  • 12/11/2019
  • 12:00 PM - 2:00 PM
  • Chapel Grille, 3000 Chapel View Boulevard, Cranston, RI 02920

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 Advisor Panel Discussion on Business Practices

Join a panel of your peers as they discuss:

  • What their practice looks like,
  • If they provide Financial Planning to clients,
  • What technology they leverage,
  • What is the typical life cycle of their planning process,
  • If they have actual tax and legal professionals in their office,
  • and much more.

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