Summit Highlights (2 CFP CE Credits)
|9:10 AM||Market & Economic Outlook|
|10:00 AM||The Evolving Role of Behavioral Finance|
|11:10 AM||Modern Approaches to Attracting and Retaining Clients|
|1:50 PM||Get to the “Yes!” Quicker: Fast-track your “Know, Like, and Trust” Factor|
|2:50 PM||Intentional Talent Development|
|4:00 PM||A Chat with the CFP Board's WIN Council|
|4:35 PM||Capitalize: Finding Winning Opportunities in Every Phase of Life|
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Registrants that do not fulfill the proper conditions will be required to upgrade to our Product & Service Provider rate.