Events

Title: Uncovering Need & Creating Urgency Focus: Developing the Need The estate and business-planning issues that create advanced case opportunities How to surface problems clients already have but haven’t articulated […]

Join Zoom Meeting https://zoom.us/j/94276617679?pwd=JZo3Ur0e5VWjkjLO0GQ8GaMgAA8fDa.1   Meeting ID: 942 7661 7679 Passcode: 689978   ---   One tap mobile +12532158782,,94276617679#,,,,*689978# US (Tacoma) +12532050468,,94276617679#,,,,*689978# US   Join instructions https://zoom.us/meetings/94276617679/invitations?signature=hiFtBn_rS0etPPU_bJRAK6SDd09JZB9r7pCxQ9A0CM8    

Title: Advanced Strategies Toolkit Focus: What advanced solutions can the team help you implement? How do you pay for it? Overview of the advanced planning toolkit and strategy “grid” How […]