Upcoming Events

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

     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.

    Image result for free pictures of panel discussion

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