OasisLMS

This Conversation Circle is presented by the Midwest Region.

Join the Midwest Region to develop a playbook on client scam situations - share your and your clients’ experiences, where the risk was, and what was done to mitigate and resolve!

Moderator: Rob Oliver, CFA, CFP®, MBA, Midwest Region Treasurer

Audience: Everyone

Midwest Region Events & Education Director: Nicola Cyr, CFP®, EA

As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.

Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.