The Gathering 2018 – Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket
March 22, 2018The Gathering 2018 – Give Your Clients “Command” of the Fiduciary Role with their own Private Trust Company
March 23, 2018The Gathering 2018 – Lunch Presentation: Care To Know
$0.00
Joe will discuss why it is important as Advisor that we Care To Know… what drives our clients, what concerns our clients, and what we can do to help. He will discuss the importance of being well connected in the community to “know the right person” to help our clients because we can not be the expert in everything.
(Purchase of this product will include a Video recording and an Audio recording of the Presentation.)
Presented by Joseph Strazzeri, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Joe will discuss why it is important as Advisor that we Care To Know… what drives our clients, what concerns our clients, and what we can do to help. He will discuss the importance of being well connected in the community to “know the right person” to help our clients because we can not be the expert in everything.
(Purchase of this product will include a Video recording and an Audio recording of the Presentation.)
Presented by Joseph Strazzeri, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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