Overview: Co-hosted with Santa Clara Estate Planning Council and the Society of Financial Service Professionals Special Time for this Event is 12:30 - 2:00 pm Topic: Planning for the Next Generation Speaker: Dr. Nathan Harness, TD Ameritrade Director of Financial Planning, Texas A&M University Featured Partner: Christina Gray, Stonecrest Venue: Online About the Speaker: More […]

Overview: Join Louis Retief as he breaks down the fundamentals of the Financial Planning Process into three easy-to-follow steps that will help you and your team create happier, more enthusiastic clients. We will discuss the importance of building strong relationships with your clients, how to properly develop and implement the recommendations for their financial plans, […]