Date(s) - February 3, 2021
7:30 am - 9:00 am
Cheryl Holland, CFP; Abacus Planning Group, Columbia, SC
Leigh Shimamoto, CFP; Wealth Architects, Mountain View, CA
Eric Swensen, CFP, Vista Wealth Management, Palo Alto, CA
After nearly a year of “unprecedented” change in the American way of life, how are financial advisors and their clients dealing with the new paradigm? We’ll ask three experienced advisors how they are working with their team and their clients. Moreover, how do they plan to adapt and grow in 2021 and beyond? There will be time for our members to ask questions.