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Thu, Aug 01

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Skaneateles

Fire Your Broker

The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago.

Fire Your Broker
Fire Your Broker

Time & Location

Aug 01, 2024, 12:00 PM – 2:00 PM

Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA

About the event

The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago. This presentation is designed to provide individuals with a framework for evaluating financial services firms and professionals.

Tickets

  • Fire Your Broker

    This ticket includes a complimentary lunch at the Mirabeau Inn and Spa provided by Brennen Redmond, CFP, CPA® of Sage Rutty & Company, Inc.

    $0.00

Total

$0.00

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