Broker Check
19 Nov
Beyond the Balance Sheet: Elevate Your Client Value [Lunch Event]

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:

https://opfa.info/407pf9j

Lunch provided from Chipotle

Date and Time

Tue, Nov 19, 2024

11:00a - 1:00p PST

Location

Oregon Pacific Financial Advisors

210 West 8th Street
Medford , OR 97501

Note

This page on our website has additional links to a map and directions: https://www.opfa.com/p/contact.

View on Map
PT2H

Event Registration