Welcome to WealthCounsel's inaguarl Paraprofessional Symposium. Below are few details to help you prepare for the day.
- Come hungry. Just a reminder that WealthCounsel will be providing breakfast and lunch on July 31st for our paraprofessionals at the Boston Public Library. Breakfast is from 8:00 am - 9:00 am and lunch is from at 11:30 am - 12:30 pm. Please find walking instructions from the hotel to the library here.
- Getting there. Included in your paraprofessional pass to Symposium is a ticket to Fenway Park VIP Experience and the Thompson Island Clambake. A complimentary shuttle will take you to each event. But just as a reminder, boarding will begin at 5:40 pm on Tuesday for Fenway Park and at 5:15 pm on Wednesday for Thompson Island.
- Here is the agenda for the day, If you have any questions, please feel free to email us at symposium2019@wealthcounsel.com.
| Wednesday, July 31, 2019 | ||
|---|---|---|
| First Impressions Are Everything: The Initial Client Call | 9:05 AM - 10:05 AM | |
| Do's and Don'ts of Funding | 10:30 AM - 11:30 AM | |
| Becoming Indispensable: How To Be Your Firm's Greatest Asset | 1:00 PM - 2:15 PM | |
| The 5 W's of Harnessing Tech in Your Law Firm | 2:30 PM - 3:30 PM | |
| How to Handle the Difficult Client | 3:45 PM - 4:45 PM | |