
Description
Join this exclusive quarterly gathering where forward-thinking financial professionals come together to explore innovative ways to elevate their client services.
This event isn't just about numbers - it's about redefining the value you bring to your clients beyond the basics. Engage in through-provoking discussions, share insights, and discover actionable strategies that will set you apart in a competitive market.
Whether you're looking to deepen client relationships or expand your service offerings, this event is designed to help you unlock new opportunities and grow your impact. Don't miss this chance to network with peers and be part of a community committed to excellence.
Click here to register:
Lunch provided from Chipotle
Date and Time
Tue, Nov 19, 2024
11:00a - 1:00p PST
Location
Oregon Pacific Financial Advisors
Note
This page on our website has additional links to a map and directions: https://www.opfa.com/p/contact.