Round Table Discussions:
Hiring - Client Deliverables -Compliance and Cyber Security -Succession Planning
Join us on August 24, 2016 for hosted and facilitated round table discussions with your colleagues on what’s working and what isn’t working in the areas of operations, client relationships, compliance and cyber security and succession planning.
We'll provide 4 different discussion topics to choose from. You can stay at one topic for the entire meeting, or move to one or two additional topics before we conclude.
Office Hours:Mon-Thurs: 9:00AM - 5:00PMFri: 9:00AM - 1:00PMPhone: 480-483-9035Fax: 480-922-5283
Connect with Us!
Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns. We are proud of our ongoing relationship with FPA of Greater Phoenix.
Copyright © 2018 All Rights Reserved