Name
Financial Advisors' Perspective on a Good Referral Relationship with Estate Planning Attorneys
Date & Time
Friday, September 23, 2022, 1:00 PM - 2:30 PM
Speakers
Chad Gutner, CFP®, AIF® - Longtide Financial Partners
Blake Barbosa, CFP®, RICP®, WMCP® - Guided Wealth, LLC
Yan Katz - Hub Wealth Strategies
Jiles Robinson - Raymond James
Karen Van Voorhis - Daniel J. Galli & Associates
Chad Gutner, CFP®, AIF® Blake Barbosa, CFP®, RICP®, WMCP® Yan Katz Jiles Robinson Karen Van Voorhis
Description

A panel of financial professionals discussing what they look for in a successful referral relationship with estate planning attorneys, and what doesn’t work.  Moderated by Allen Margulis.

Meeting Location
Norfolk, 2nd Floor