OC Collaborative Mastermind Group
Overview
Join a community of financial professionals committed to learning from one another, exchanging ideas, and building meaningful relationships.
Topics of conversation for August includes the Three T’s of Planning:
- Business Planning & Succession
- Ideas for Serving Business-Owner Clients
- What’s Working in your Practice
- Peer Networking and Idea Exchange
- Real World Case Study
- Building Strategic Relationships
Good to know
Highlights
- 2 hours
- In person
Location
New York Life Anaheim General Office
2400 E Katella Ave
Suite 800 Anaheim, CA 92806
How do you want to get there?
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