Advancing Knowledge in Financial Planning
The historic age wave is rolling into retirement and looking for help. Industry leaders and top financial advisors have been working on solutions leveraging their skills and knowledge about financial wellness, FinTech and planning tools. This event allows attendees to see what they’ve been up to and get involved in the conversations. Next Chapter is a unique industry think tank of 40+ top executives plus experienced advisors tackling the most important issues of retirement solutions and planning.
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