Wednesday, September 18, 2024
WESTWOOD CLUB: Registration/Networking from 3:30 pm followed by presentations from 4:00 pm - 6:00 pm
REGISTER
Please register by Wednesday, September 11th
4:00 PM
Topic: A Leader's Guide to Succession Planning
Speaker: Armand Leaks, RIA Relationship Manager
Capital Group/American Funds
1 CFP CE Credit Approved
5:00 PM
Topic: 7 Things No One Tells You About Retirement
Speaker: Sean Gustin, Regional Advisor Consultant, Independent Advisor Division,
Columbia Threadneedle
1 CFP CE Credit Approved
Thank you to our Meeting Sponsors
