As a chapter, we are dedicated to supporting the success and professionalism of our local advisor members and non-members with meaningful opportunities for continuing education, fellowship and mentorship. We are a group of hard working volunteers who are always looking to grow our chapter and to be a positive example for others not only within our industry, but community as well. Connect with us!
Description
Exciting session for Advocis members on Succession Planning. Topics include: Selling, Acquiring, Merging Businesses, & Receiving Valuations.
Description
Join us for CLU Update 2024. While the content is technical, the style of learning allows advisors of any experience level.
Our goal for 2022 is to continue to provide high quality events for our members that add value through inspiration, education and fellowship.
