Chapter Study Group

Thursday
Sep
14
2017

2:00 pm - 3:30 pm
Location: Compak Asset Managementl
1801 Dove Street
Newport Beach, CA


No Cost

Meet in a friendly roundtable atmosphere to discuss current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and other topics pertaining to our businesses. You are welcome to add topics to the agenda and/or bring new topics to the meetings.