• Thursday Mar 14, 2019
• Start Time: 8:30AM
• End Time: 11:00AM
• Rivers Club, 301 Grant Street, One Oxford Center
• Presented by:'
  • Justin Castelli, CFP®, CIMA, CEO & Financial Advisor, RLS Wealth Management
  • Ashby Daniels, CFP®, Financial Advisor, Shorebridge Wealth Management

8:30 am – Breakfast and Networking

9 – 9:50 am – Legacy = Brand: Why Financial Advisors Need A Personal Brand presented by Justin Castelli, CFP^®, CIMA, CEO & Financial Advisor, RLS Wealth Management

10 – 11:50 am – Defining Your Niche & Marketing Your Expertise presented by Ashby Daniels, CFP^®, Financial Advisor, Shorebridge Wealth Management

Register