Practice Management Summit

Event

Friday, May 16, 2025 12:00 PM - 4:00 PM

Location: Demensional Fund Advisors: 1299 Ocean Avenue Santa Monica CA 90401

Registered attendees (36)

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<< First < Prev 1 2 3 4 Next > Last >>

NexGen Study Group: "Technology & Tools in Financial Planning"

Wednesday, June 11, 2025 5:00 PM • Virtual: https://us06web.zoom.us/j/98304856088
NexGen Study Group: "Case Study: Planning Considerations for New Couples"

Wednesday, July 09, 2025 5:00 PM • Virtual: https://us06web.zoom.us/j/98304856088
NexGen Study Group: "DEI - Volunteering for Pro Bono/Serving Non-High Income Earners"

Wednesday, August 13, 2025 5:00 PM • Virtual: https://us06web.zoom.us/j/98304856088
NexGen Study Group: "DEI - Serving Multi-Cultural Clients"

Wednesday, September 10, 2025 5:00 PM • Virtual: https://us06web.zoom.us/j/98304856088

Phone: (323) 510-4870 Mail: In care of Premium Organization, P.O. Box 4130 Scottsdale, AZ 85261