The realities of COVID-19 have forced us all to look at every aspect of our lives, including our businesses, through a different lens. With the initial chaos giving way to a new order, now is the perfect time to conduct a thorough examination of your business practices, top to bottom.
This new environment calls for new solutions; innovation is the order of the day. Get a jump start on your own strategic plan with some input from the experts. Join us on July 14 when we convene a multidisciplinary panel of recognized authorities to talk about assessing the impact of the virus, and how best to secure a healthy prognosis for your practice and your clients moving forward.
The situation is dynamic, and so is this session. It’s a conversation—so bring your insights and your questions to the table. Benefit from expert guidance to help you address your challenges: how to realistically assess your business before creating a plan; how to identify the strengths in your business that can form the foundation for success after COVID-19. Get fresh insights into how to speak to your clients about the impact of the pandemic on their financial plans and how to guide them forward.
The coronavirus has underscored what savvy advisors have known for some time: collaboration is key to success in financial services. Join us on July 14 to consult with these experts to help you keep your practice healthy and thriving in a post-pandemic market.
Richard M. Weber, MBA, CLU, AEP (Distinguished)
Jim Aussem, JD, AEP
Cavitch Familo & Durkin
Helsmoortel Insurance Agency
Brian Traverso, EA, CHFC, AWMA
BOLT Wealth Management
Drew R. Waldron, CFP
Canvas Wealth Advisors
Registration Fee: $39
Archive: The archive recording will be available after the presentation in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
1:00 pm – 2:00 pm ET
12:00 pm – 1:00 pm CT
11:00 am – 10:00 am MT
10:00 am – 11:00 am PT