Accredited Investors Wealth Management:
Learning Session Benefiting Pro Bono Financial Planning
Session Capacity: 20
Cost: $1,000 donation to the Foundation for Financial Planning. (Two or more from same firm: $800 donation per attendee.)
Date and Time: Tuesday, June 11, 2019, 7:30am – 4:30pm
Location: Accredited Investors Wealth Management®, 5200 W 73rd Street, Edina, MN 55439
During this day together, Accredited’s leadership and staff will offer a playbook of actionable ideas and items to improve your business practices. They will share everything from their talent sourcing and hiring practices, to tips on how to attract new clients, what to deliver to them, and lessons they have learned.
Attendees will have an opportunity to ask questions of whomever they wish – from operations, to compliance, to wealth managers, to Accredited’s investment group. The day is intended to provide an open overview of all aspects of the organization.
All registration fees will benefit the Foundation for Financial Planning.
Wil Heupel and Ross Levin present to attendees of last year’s Be Our Guest session.