The Winning Advisor’s Playbook: Join us as a panel of local All-Star Wealth Managers discuss ‘behind the scenes’ secrets to success.

Name: The Winning Advisor’s Playbook: Join us as a panel of local All-Star Wealth Managers discuss ‘behind the scenes’ secrets to success.
Start: 2024-11-06T11:30:00+00:00
End: 2024-11-06T13:15:00+00:00
Location: Round Hill Country Club

November 6 @ 11:30 am - 1:15 pm

Moderated by Corey Silva, CIMA®; BlackRock

Panelists (subject to change):
Dave Borelli
Eric Flett; Concentric Wealth Management
LeeAnn Coburn

REGISTER HERE

Special Thanks to Our Sponsor

Clay Selland
(925) 944-7100
clay@signetmortgage.com
www.signetmortgage.com

Details

Date:: November 6
Time:: 11:30 am - 1:15 pm
Event Categories:: Chapter Meeting, Learning Seminar
Event Tags:: events

Organizer

: Krysta Patterson FPA of the East Bay
Phone: (925) 778-1165
Email: eastbayfpa@gmail.com
: View Organizer Website

Venue

: Round Hill Country Club
: 3169 Roundhill Rd
Alamo, CA 94507 United States + Google Map
Phone: (925) 934-8211
: View Venue Website

The Winning Advisor’s Playbook: Join us as a panel of local All-Star Wealth Managers discuss ‘behind the scenes’ secrets to success.

November 6 @ 11:30 am - 1:15 pm

REGISTER HERE

Details

Organizer

Venue

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