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Seminar Series: You’re a Financial Planner, Now What?
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8/17/2017
When: August 17
12:00 - 1:00 PM
Where: The Milestone Group and Bank of Texas Private Bank
5956 Sherry Lane, Suite 700
Dallas, TX  75225
United States
Contact: Hannah Moore

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You’re a Financial Planner, Now What?

 

Join us for the You’re a Financial Planner, Now What? seminar series! Each seminar covers a different topic that’s of particular interest to those who are looking to fast track their careers and have a passion for financial planning.   No reservations are needed.

 

This event is free to attend.  Bring your lunch, drop in and join the discussion.

 

Date and Time:          August 17 from 12:00-1:00

Location:                   The Milestone Group and Bank of Texas Private Bank

                                 5956 Sherry Lane, Suite 700, Dallas, TX 75225 (There is visitor parking in the building and your parking will be validated.)
                                      *Note the new location!

 

Hosts:                        Hannah Moore, Lynn McIntire and Casey Kupper

 

Be sure to mark your calendar for the future dates:

October 19th
December 14th


Do you have questions? Please contact Hannah Moore at hannah@guidingwealth.com.

 

 

 

 

 

 

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