Chapter Study Group- March 18


2:00 pm - 3:30 pm

Meet in a friendly virtual round-table atmosphere via Zoom to discuss current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and additional topics pertaining to our businesses.
We welcome and encourage you to submit interesting topics and case scenarios for discussion. Please forward your submissions to Brian Ephraim.

Agenda 3-2021
Building Trust with Clients

The Tax Efficiency of Decumulation Strategies
Article 2