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How Financial, Real Estate, Mortgage & Tax Professionals can collaborate to Build, Protect, & Preserve Client WealthAbout this Event
You are invited to join our OC Collaborative Mastermind group, a group where we will share strategies and insights designed to help professionals like you to grow and develop the skills necessary to succeed.
Topics of conversation for September includes:
- The Wealth-Building Ecosystem
- Where Wealth is Being Lost
- Turning Professionals Into a Client’s “Wealth Team”
- The Power of Strategic Referrals
- Peer Networking and Idea Exchange
- Real World Case Study
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Event venue & nearby stays
New York Life Anaheim General Office, 2400 E Katella Ave, Anaheim, United States
Tickets
USD 0.00
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