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Conversation Circle - Client-Focused Series: Client Meetings
Conversation Circle Information

Join Kelsey Brennan to discuss the format and frequency of client meetings at your firm. This will be an interactive discussion about what materials are distributed, how often meetings are held, and how they’re structured. Bring your current practices, challenges, and questions to share with other NAPFA members to help find ways to optimize client meetings.

Moderators: Kelsey Brennan
Audience: Everyone
Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
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