NEXGEN STUDY GROUP
TUESDAY, MARCH 13TH from 5:30 to 7:30pm
Forest Hills Financial Group
200 Broadhollow Rd,
Melville, NY 11747
There will be discussions on the following topics:,
1. On-boarding a new client: Process, workflow, expectations set
2. Where do you see yourself in 5 years and what are you doing to get there?
This is a great opportunity to network and learn from your peers. Pizza will be served!
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