NAAIM Financial Planning Mastermind

Thursday, May 15, 2025 (4:15 PM - 5:15 PM) (EDT)

Description

Online Round Table for Financial Planners & Investment Managers. February discussion - "Showing Clients the Love: Marketing Ideas that Build Relationships". Bring your best ideas to share!

Pricing

Free and open to members and not-yet-members.  However, recordings and materials will be available exclusively to NAAIM members.

Virtual
Event Contact
Susan Truesdale
(303) 979-1280
Send Email
Thursday, May 15, 2025 (4:15 PM - 5:15 PM) (EDT)

May 15, 2025 -  4:15 PM ET - 5:00 PM ET - or later if you would like to continue the discussion.

Registered Guests
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