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