Advancing Knowledge in Financial Planning
Specializes In: | Practice Management Social Security Marketing Client Communication |
Travels From: | Washington, DC |
Pricing: | $1-2.5k In Person $500-1.5k Virtual |
Adam’s Bio | Explore Insights from Adam |
Below you’ll find detailed session descriptions that include presentation learning objectives, topic areas, and a timed agenda outline. These materials are designed to support CE submission where applicable. Many of our technical sessions can be extended in duration based on your event needs—please reach out to [email protected] with any questions.
Accelerating Growth By Marketing How You’re Different Instead of Better | .Docx | |
State of the Social Security System | .Docx |
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