Fri, Jun 12 | Webinar

JOIN US! June 12, 2020 | Creating Spaces: Managing Conversations with Colleagues and Clients

Join the Financial Planning Association of Miami in a roundtable panel event to discuss recent events and how to have difficult conversations with clients, co-workers and employees.
Registration is Closed
JOIN US! June 12, 2020 | Creating Spaces: Managing Conversations with Colleagues and Clients

Time & Location

Jun 12, 2020, 2:30 PM – 3:30 PM
Webinar

About The Event

Join the Financial Planning Association of Miami in a roundtable panel event to discuss recent events and how to have difficult conversations with clients, co-workers and employees.

The panel will include: Mila Yoli da Cruz Brand & Personal Image Strategist Presenceology, LLC Oscar Rosenberg Business Development Manager Ingage Trudy R. Turner, CPA/PFS, CFP® Vice President Goldman Sachs Personal Financial Management Consumer and Investment Management Division Moderated by: Angela Moore, MSPFP, CFP®, MPAS®, CRPC®, CFEI Modern Money Advisor

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